Other · DOL Form 5500 · 2023

Brent Simpson, D.D.S., PLLC Retirement Plan

Data updated 2026-08-11

$2M
Total assets
6
Participants
29th
Percentile by assets
$300,870
Avg per participant
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Official DOL plan name: Brent Simpson, D.D.S. Retirement Plan · Sponsored by Brent Simpson, D.D.S., PLLC · Texas · Healthcare & Social Assistance

$2M in assets, 6 participants

Brent Simpson, D.D.S., PLLC's Brent Simpson, D.D.S. Retirement Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • 29th percentile by assets (of 127,072 plans)
  • #4,836 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Brent Simpson, D.D.S. Retirement Plan holds $2M for 6 participants - about $300,870 per participant, in the lower half of filed plans by assets.

$2M
total plan assets (2023 EOY)
6
covered participants
29th
percentile by assets (of 127,072 plans)
$300,870
avg assets per participant

Where Brent Simpson, D.D.S. Retirement Plan sits by total assets

Brent Simpson, D.D.S. Retirement Plan vs every filed plan by assets

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

$1,805,218 29th percentile higher than 29% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brent Simpson, D.D.S. Retirement Plan reported net income rose from -$12K in the plan year 2022 filing to $23K in the plan year 2023 filing.
  • Brent Simpson, D.D.S. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Other filing for Brent Simpson, D.D.S. Retirement Plan

Other filing for plan year 2023: EIN 473818532 ; effective since 2001-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$23K
Employer EIN473818532
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brent Simpson, D.D.S., PLLC)

$1.77M$1.78M$1.79M$1.8M$1.81M$1.82M 202220232024 $1.78M $1.81M ▲ +1.7%
Total plan assets by year, all Brent Simpson, D.D.S., PLLC plans on file
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 6 $2M

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Brent Simpson, D.D.S. Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Brent Simpson, D.D.S…, Total assets ($B): 0.001805218 · Participants: 6Brent Simpson, D.D.S…Memorial Hermann Hea…, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Hea…The Tax Sheltered An…, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered An…Baylor College of Me…, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Me…The Tax Sheltered An…, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered An…Southwest Research I…, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research I…
Brent Simpson, D.D.S. Retirement Plan vs. nearby Other plans in Texas, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Brent Simpson, D.D.S. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Brent Simpson, D.D.S. Retirement Plan assets move in 2023?
Brent Simpson, D.D.S. Retirement Plan edged up modestly - up 1.3% during 2023, from $2M to $2M. Reported net income was $23K.
How have Brent Simpson, D.D.S., PLLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Brent Simpson, D.D.S., PLLC's sponsor-wide assets grew 1.3%, from $2M to $2M.
Which Other plans are similar in size to Brent Simpson, D.D.S. Retirement Plan?
Among Other plans in other states, the closest by assets is Bryce Canyon Natural History Association 403(b) in UT ($2M, 5 participants).

Next read for Brent Simpson, D.D.S. Retirement Plan

Filing takeaways

Ways to act on Brent Simpson, D.D.S. Retirement Plan's numbers.