401(k) · DOL Form 5500 · 2023
Luisa F. Ospina, D.D.S., Adc 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $364,153
- Avg per participant High balance/head
Official DOL plan name: Luisa F. Ospina, D.D.S. 401(k) Profit Sharing Plan · Sponsored by Luisa F. Ospina, D.D.S., Adc · California · Healthcare & Social Assistance
$1M in assets, 3 participants
Luisa F. Ospina, D.D.S., Adc's Luisa F. Ospina, D.D.S. 401(k) Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 24th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,608 in Healthcare & Social Assistance (17,684 peers)
Luisa F. Ospina, D.D.S., Adc multi-year trail
Luisa F. Ospina, D.D.S., Adc's plans moved +41.6% in assets from 2022 to 2024; this filing shows Luisa F. Ospina, D.D.S. 401(k) Profit Sharing Plan at $1M / 3 participants.
- #3,608
- in Healthcare & Social Assistance (17,684 peers)
- +22.8%
- assets growth YoY
Luisa F. Ospina, D.D.S. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Luisa F. Ospina, D.D.S. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,092,459 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Luisa F. Ospina, D.D.S. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luisa F. Ospina, D.D.S. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Luisa F. Ospina, D.D.S. 401(k) Profit Sharing Plan reported net income rose from -$425K in the plan year 2022 filing to $203K in the plan year 2023 filing.
- Luisa F. Ospina, D.D.S. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Luisa F. Ospina, D.D.S. 401(k) Profit Sharing Plan end-of-year assets rose from $889K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 593770984 · Luisa F. Ospina, D.D.S., Adc PY 2023 · 401(k)
Luisa F. Ospina, D.D.S. 401(k) Profit Sharing Plan · $1M · 3 · 24th
- VS-ST $1M
- VS-ST 3
- VS-ST 24th
- VS-ST 401(k)
- VS-ST near Vff Acquisition Inc 401(k) Profit Sharing Plan & Trust
- VS-ST ind #3608
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →
Luisa F. Ospina, D.D.S. 401(k) Profit Sharing Plan in the asset neighbourhood
Luisa F. Ospina, D.D.S., Adc multi-year asset trail
Sponsor-wide plan assets over time
All Luisa F. Ospina, D.D.S., Adc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 41.59751678765319% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $889K |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $1M |
Luisa F. Ospina, D.D.S., Adc filing trail (2023)
| Total Assets (Beginning of Year) | $889K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $203K |
| Employer EIN | 593770984 |
| Plan Effective Date | 2003-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Luisa F. Ospina, D.D.S. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Vff Acquisition Inc 401(k) Profit Sharing Plan & Trust in NY ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.