401(k) · DOL Form 5500 · 2023

Charles W. Page, M.D., P.a. 401(k) Plan

Data updated 2026-08-25

$844K
Total assets Small plan by assets
7
Participants Small participant base
22nd
Percentile by assets National rank
$120,520
Avg per participant Near avg balance/head
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Official DOL plan name: Charles W. Page, M.D., P.a. 401(k) Plan · Sponsored by Charles W. Page, M.D., P.a. · Texas · Healthcare & Social Assistance

$844K in assets, 7 participants

Charles W. Page, M.D., P.a.'s Charles W. Page, M.D., P.a. 401(k) Plan reported $844K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,141 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Charles W. Page, M.D., P.a. 401(k) Plan holds $844K for 7 participants - about $120,520 per participant, among the smaller plans by assets on file.

#3,141
in Healthcare & Social Assistance (17,684 peers)
+1.1%
assets growth YoY

Charles W. Page, M.D., P.a. 401(k) Plan among the smaller filed plans by assets

Charles W. Page, M.D., P.a. 401(k) Plan vs every filed plan by assets

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

$843,640 22nd percentile higher than 22% 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

Charles W. Page, M.D., P.a. 401(k) 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. Charles W. Page, M.D., P.a. 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles W. Page, M.D., P.a. 401(k) Plan reported net income fell from $186K in the plan year 2022 filing to $9K in the plan year 2023 filing.
  • Charles W. Page, M.D., P.a. 401(k) Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Charles W. Page, M.D., P.a. 401(k) Plan end-of-year assets rose from $834K in the plan year 2022 filing to $844K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752893551 · Charles W. Page, M.D., P.a. PY 2023 · 401(k)

Charles W. Page, M.D., P.a. 401(k) Plan · $844K · 7 · 22nd

  • TYPE $844K
  • TYPE 7
  • TYPE 22nd
  • TYPE 401(k)
  • TYPE near Cjb Auto Supply Inc 401(k) Plan
  • TYPE ind #3141

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 Texas →

Charles W. Page, M.D., P.a. 401(k) Plan in the asset neighbourhood

Charles W. Page, M.D., P.a. 401(k) PlanCharles W. Page, M.D., P.a. …$844KCjb Auto Supply Inc 401(k) PlanCjb Auto Supply Inc 401(k) P…$844KAdvantmed 401(k) and Profit Sharing PlanAdvantmed 401(k) and Profit …$844KAntunez Enterprises 401(k) Profit Sharing PlanAntunez Enterprises 401(k) P…$843KRlb Cpas, Inc. Profit Sharing and 401(k) PlanRlb Cpas, Inc. Profit Sharin…$843K
End-of-year total assets ($M) among Charles W. Page, M.D., P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$834K
Net Assets (End of Year)$844K
Net Income$9K
Employer EIN752893551
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles W. Page, M.D., P.a.)

Sponsor-wide plan assets over time

All Charles W. Page, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$839K 0.5337069561684323% vs 2022
2024 filing year
$0.83M$0.83M$0.84M$0.84M$0.85M 202220232024 $0.83M $0.84M ▲ +1.2%
Year Plans Participants Total Assets
2022 1 8 $834K
2023 1 7 $844K
2024 1 8 $839K

Nearby 401(k) Plans in Texas

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

Charles W. Page, M.D., P.a. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Charles W. Page, M.D., P.a. 401(k) Plan, Total assets ($B): 0.00084364 · Participants: 7Charles W. Page, M.D., P.a. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Charles W. Page, M.D., P.a. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Charles W. Page, M.D., P.a. 401(k) Plan side-by-side with 3 peers →

Charles W. Page, M.D., P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cjb Auto Supply Inc 401(k) Plan in CO ($844K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($844K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Charles W. Page, M.D., P.a. 401(k) Plan assets move in 2023? ▼
Charles W. Page, M.D., P.a. 401(k) Plan edged up modestly - up 1.1% during 2023, from $834K to $844K. Reported net income was $9K.
How have Charles W. Page, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles W. Page, M.D., P.a.'s sponsor-wide assets grew 0.5%, from $834K to $839K.
Where does Charles W. Page, M.D., P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Charles W. Page, M.D., P.a. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Charles W. Page, M.D., P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cjb Auto Supply Inc 401(k) Plan in CO ($844K, 21 participants).
Which 401(k) plans cover a similar participant headcount to Charles W. Page, M.D., P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A 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 752893551.

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.