401(k) · DOL Form 5500 · 2023

Scot E Burgess Dmd PC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
37th
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: Scot E Burgess Dmd PC 401(k) Plan · Sponsored by Scot E Burgess Dmd PC · Oregon · Healthcare & Social Assistance

$3M in assets, 1 participants

Scot E Burgess Dmd PC's Scot E Burgess Dmd PC 401(k) Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,663 in Healthcare & Social Assistance (17,684 peers)

Scot E Burgess Dmd PC multi-year trail

Scot E Burgess Dmd PC's plans moved +22.8% in assets from 2022 to 2024; this filing shows Scot E Burgess Dmd PC 401(k) Plan at $3M / 1 participant.

#6,663
in Healthcare & Social Assistance (17,684 peers)
+13.0%
assets growth YoY

Scot E Burgess Dmd PC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Scot E Burgess Dmd PC 401(k) Plan vs every filed plan by assets

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

$3,173,089 37th percentile higher than 37% 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

Scot E Burgess Dmd PC 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. Scot E Burgess Dmd PC 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scot E Burgess Dmd PC 401(k) Plan reported net income rose from -$254K in the plan year 2022 filing to $364K in the plan year 2023 filing.
  • Scot E Burgess Dmd PC 401(k) Plan reported participants fell from 4 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Scot E Burgess Dmd PC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 931284626 · Scot E Burgess Dmd PC PY 2023 · 401(k)

Scot E Burgess Dmd PC 401(k) Plan · $3M · 1 · 37th

  • BOOK $3M
  • VS-ST 1
  • BOY 37th
  • SCH 401(k)
  • EBSA near Gulf International Bank, B.S.C. 401(k) Profit Sharing Plan
  • PART ind #6663

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 Oregon →

Scot E Burgess Dmd PC 401(k) Plan in the asset neighbourhood

Scot E Burgess Dmd PC 401(k) PlanScot E Burgess Dmd PC 401(k)…$3MGulf International Bank, B.S.C. 401(k) Profit Sharing PlanGulf International Bank, B.S…$3MSaitech, Inc. 401(k) Plan$3MWinthrop Advisory Group 401(k) Profit Sharing Plan & TrustWinthrop Advisory Group 401(…$3MThe University of Texas Golf Club Retirement PlanThe University of Texas Golf…$3M
End-of-year total assets ($M) among Scot E Burgess Dmd PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scot E Burgess Dmd PC multi-year asset trail

Sponsor-wide plan assets over time

All Scot E Burgess Dmd PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.84615688579396% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.81M $3.45M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 1 $3M
2024 1 1 $3M

Scot E Burgess Dmd PC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$364K
Employer EIN931284626
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Scot E Burgess Dmd PC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Scot E Burgess Dmd PC 401(k) Plan, Total assets ($B): 0.003173089 · Participants: 1Scot E Burgess Dmd PC 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Scot E Burgess Dmd PC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Scot E Burgess Dmd PC 401(k) Plan side-by-side with 3 peers →

Scot E Burgess Dmd PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Gulf International Bank, B.S.C. 401(k) Profit Sharing Plan in NY ($3M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Scot E Burgess Dmd PC 401(k) Plan assets move in 2023? ▼
Scot E Burgess Dmd PC 401(k) Plan grew at a solid clip - up 13.0% during 2023, from $3M to $3M. Reported net income was $364K.
How have Scot E Burgess Dmd PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scot E Burgess Dmd PC's sponsor-wide assets grew 22.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Scot E Burgess Dmd PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gulf International Bank, B.S.C. 401(k) Profit Sharing Plan in NY ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Scot E Burgess Dmd PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 931284626.

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.