401(k) · DOL Form 5500 · 2023

Robert C. Kerschen, D.M.D, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
27th
Percentile by assets National rank
$188,430
Avg per participant Above avg balance/head
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Official DOL plan name: Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan · Sponsored by Robert C. Kerschen, D.M.D, LLC · New Mexico · Healthcare & Social Assistance

$2M in assets, 8 participants

Robert C. Kerschen, D.M.D, LLC's Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,329 in Healthcare & Social Assistance (17,684 peers)

Robert C. Kerschen, D.M.D, LLC multi-year trail

Robert C. Kerschen, D.M.D, LLC's plans moved +50.7% in assets from 2022 to 2024; this filing shows Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan at $2M / 8 participants.

#4,329
in Healthcare & Social Assistance (17,684 peers)
+26.2%
assets growth YoY

Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan among the smaller filed plans by assets

Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,507,439 27th percentile higher than 27% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Robert C. Kerschen, D.M.D. LLC 401(k) and 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. Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan reported net income rose from -$160K in the plan year 2022 filing to $313K in the plan year 2023 filing.
  • Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 264085466 · Robert C. Kerschen, D.M.D, LLC PY 2023 · 401(k)

Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan · $2M · 8 · 27th

  • BOY $2M
  • SCH 8
  • EBSA 27th
  • PART 401(k)
  • TYPE near Jeffrey D. Baggett, Dds 401(k) Plan
  • NET ind #4329

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 New Mexico →

Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing PlanRobert C. Kerschen, D.M.D. L…$2MJeffrey D. Baggett, Dds 401(k) PlanJeffrey D. Baggett, Dds 401(…$2MCah, LLC 401 (K) Plan$2MFulenwider Enterprises, Inc. 401(k) Profit Sharing Plan and TrustFulenwider Enterprises, Inc.…$2MKith Retail LLC 401(k) Profit Sharing Plan & TrustKith Retail LLC 401(k) Profi…$2M
End-of-year total assets ($M) among Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Robert C. Kerschen, D.M.D, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Robert C. Kerschen, D.M.D, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 50.72467530075134% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.19M $1.8M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 8 $2M
2024 1 6 $2M

Robert C. Kerschen, D.M.D, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$313K
Employer EIN264085466
Plan Effective Date2009-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.001507439 · Participants: 8Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Jeffrey D. Baggett, Dds 401(k) Plan in OK ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan assets move in 2023? ▼
Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan grew sharply - up 26.2% during 2023, from $1M to $2M. Reported net income was $313K.
How have Robert C. Kerschen, D.M.D, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert C. Kerschen, D.M.D, LLC's sponsor-wide assets grew 50.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jeffrey D. Baggett, Dds 401(k) Plan in OK ($2M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 264085466.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.