401(k) · DOL Form 5500 · 2023

Periodontal Health Specialists of Idaho 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
22
Participants Small participant base
32nd
Percentile by assets National rank
$104,037
Avg per participant Below avg balance/head
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Official DOL plan name: Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan · Sponsored by Periodontal Health Specialists of Idaho · Idaho · Healthcare & Social Assistance

$2M in assets, 22 participants

Periodontal Health Specialists of Idaho's Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan reported $2M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,553 in Healthcare & Social Assistance (17,684 peers)

Periodontal Health Specialists of Idaho multi-year trail

Periodontal Health Specialists of Idaho's plans moved -24.3% in assets from 2023 to 2024; this filing shows Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan at $2M / 22 participants.

#5,553
in Healthcare & Social Assistance (17,684 peers)
-6.4%
assets change YoY

The plan reported a net loss of $156K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan among the smaller filed plans by assets

Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,288,815 32nd percentile higher than 32% 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

Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 471378590 · Periodontal Health Specialists of Idaho PY 2023 · 401(k)

Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan · $2M · 22 · 32nd

  • PART $2M
  • TYPE 22
  • NET 32nd
  • BOOK 401(k)
  • VS-ST near Cloudsmartz, Inc. 401(k) Plan
  • BOY ind #5553

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 Idaho →

Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan in the asset neighbourhood

Periodontal Health Specialists of Idaho 401(k) Profit Sharing PlanPeriodontal Health Specialis…$2MCloudsmartz, Inc. 401(k) Plan$2MPhiladelphia Urgent Care Management, Inc 401(k) PlanPhiladelphia Urgent Care Man…$2MAustin Chemical Company, Inc.$2MHazel Health Services 401(k) PlanHazel Health Services 401(k)…$2M
End-of-year total assets ($M) among Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Periodontal Health Specialists of Idaho multi-year asset trail

Sponsor-wide plan assets over time

All Periodontal Health Specialists of Idaho plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.315115026771494% vs 2023
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 20232024 $2.29M $1.73M ▼ -24.5%
Year Plans Participants Total Assets
2023 1 22 $2M
2024 1 21 $2M

Periodontal Health Specialists of Idaho filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$156K
Employer EIN471378590
Plan Effective Date1989-10-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan, Total assets ($B): 0.002288815 · Participants: 22Periodontal Health Specialists of Idaho 401(k) Profit Sharing PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants

Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Cloudsmartz, Inc. 401(k) Plan in NY ($2M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan assets move in 2023?
Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan pulled back noticeably - down 6.4% during 2023, from $2M to $2M. Reported net income was -$156K.
How have Periodontal Health Specialists of Idaho plan assets changed over time?
Across 2 plan years on file (2023-2024), Periodontal Health Specialists of Idaho's sponsor-wide assets declined 24.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Cloudsmartz, Inc. 401(k) Plan in NY ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Periodontal Health Specialists of Idaho 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K in assets).