401(k) · DOL Form 5500 · 2023

Bradford Williams Jackson Dds PA 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
29th
Percentile by assets National rank
$212,728
Avg per participant Above avg balance/head
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Official DOL plan name: Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan · Sponsored by Bradford Williams Jackson Dds PA · North Carolina · Healthcare & Social Assistance

$2M in assets, 8 participants

Bradford Williams Jackson Dds PA's Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan reported $2M in total assets and 8 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.

  • #4,668 in Healthcare & Social Assistance (17,684 peers)

Bradford Williams Jackson Dds PA multi-year trail

Bradford Williams Jackson Dds PA's plans moved +45.4% in assets from 2022 to 2024; this filing shows Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan at $2M / 8 participants.

#4,668
in Healthcare & Social Assistance (17,684 peers)
+26.0%
assets growth YoY

Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan among the smaller filed plans by assets

Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan vs every filed plan by assets

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

$1,701,822 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

Bradford Williams Jackson, Dds, PA 401(k) 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. Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan reported net income rose from -$188K in the plan year 2022 filing to $351K in the plan year 2023 filing.
  • Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203098670 · Bradford Williams Jackson Dds PA PY 2023 · 401(k)

Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan · $2M · 8 · 29th

  • BOY $2M
  • BOY 8
  • BOY 29th
  • BOY 401(k)
  • BOY near Flannery Chevrolet Cadillac Buick Pontiac Gmc Inc 401(k) Plan
  • BOY ind #4668

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 North Carolina →

Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan in the asset neighbourhood

Bradford Williams Jackson, Dds, PA 401(k) Retirement PlanBradford Williams Jackson, D…$2MFlannery Chevrolet Cadillac Buick Pontiac Gmc Inc 401(k) PlanFlannery Chevrolet Cadillac …$2MR H Nicholson & Company Inc 401(k) Profit Sharing Plan & TrustR H Nicholson & Company Inc …$2MRedmond Asset Management LLC 401(k) Profit Sharing Plan & TrustRedmond Asset Management LLC…$2MP & B Intermodal Services LLC 401(k) Profit Sharing Plan & TrustP & B Intermodal Services LL…$2M
End-of-year total assets ($M) among Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bradford Williams Jackson Dds PA multi-year asset trail

Sponsor-wide plan assets over time

All Bradford Williams Jackson Dds PA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.38950456564568% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.35M $1.96M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 8 $2M
2024 1 8 $2M

Bradford Williams Jackson Dds PA filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$351K
Employer EIN203098670
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan, Total assets ($B): 0.001701822 · Participants: 8Bradford Williams Jackson, Dds, PA 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan side-by-side with 3 peers →

Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Flannery Chevrolet Cadillac Buick Pontiac Gmc Inc 401(k) Plan in MI ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan assets move in 2023? ▼
Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan grew sharply - up 26.0% during 2023, from $1M to $2M. Reported net income was $351K.
How have Bradford Williams Jackson Dds PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradford Williams Jackson Dds PA's sponsor-wide assets grew 45.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flannery Chevrolet Cadillac Buick Pontiac Gmc Inc 401(k) Plan in MI ($2M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 203098670.

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.