Other · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
29th
Percentile by assets National rank
$300,870
Avg per participant High balance/head
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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.

  • #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.

#4,836
in Healthcare & Social Assistance (17,684 peers)
+1.3%
assets growth YoY

Brent Simpson, D.D.S. Retirement Plan among the smaller filed plans by 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 $2,050,000,000 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

Brent Simpson, D.D.S. Retirement 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. Brent Simpson, D.D.S. Retirement Plan is a micro filing (6 participants), the leftmost band.

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 →

Published 5500 schedule card

Filing strip 473818532 · Brent Simpson, D.D.S., PLLC PY 2023 · Other

Brent Simpson, D.D.S. Retirement Plan · $2M · 6 · 29th

  • IND $2M
  • IND 6
  • IND 29th
  • IND Other
  • IND near Bryce Canyon Natural History Association 403(b)
  • IND ind #4836

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 →

Brent Simpson, D.D.S. Retirement Plan in the asset neighbourhood

Challenge Enterprises of North Florida, Inc. Retirement PlanChallenge Enterprises of Nor…$2MBrent Simpson, D.D.S. Retirement PlanBrent Simpson, D.D.S. Retire…$2MBryce Canyon Natural History Association 403(b)Bryce Canyon Natural History…$2MCommunities in Schools of Jacksonville, Inc. Tax Deferred Annuity PlanCommunities in Schools of Ja…$2MH & G Equipment, Inc. Profit Sharing PlanH & G Equipment, Inc. Profit…$2M
End-of-year total assets ($M) among Brent Simpson, D.D.S. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Brent Simpson, D.D.S., PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.2662644553458484% vs 2022
2024 filing year
$1.77M$1.78M$1.79M$1.8M$1.81M$1.82M 202220232024 $1.78M $1.81M ▲ +1.7%
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 ($B) Participants Brent Simpson, D.D.S. Retirement Plan, Total assets ($B): 0.001805218 · Participants: 6Brent Simpson, D.D.S. Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Brent Simpson, D.D.S. Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Brent Simpson, D.D.S. Retirement Plan side-by-side with 3 peers →

Brent Simpson, D.D.S. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Bryce Canyon Natural History Association 403(b) in UT ($2M); by covered participants it is Pace Managment, Inc,-401(k) Retirement Plan in NM (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 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).
Which Other plans cover a similar participant headcount to Brent Simpson, D.D.S. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Pace Managment, Inc,-401(k) Retirement Plan in NM (6 participants, $701K 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 473818532.

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.