401(k) · DOL Form 5500 · 2023
Shahram & Laleh Rezaee, D.M.D., P.C 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $279,731
- Avg per participant High balance/head
Official DOL plan name: Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan · Sponsored by Shahram & Laleh Rezaee, D.M.D., P.C · Oregon · Healthcare & Social Assistance
$3M in assets, 10 participants
Shahram & Laleh Rezaee, D.M.D., P.C's Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan reported $3M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,230 in Healthcare & Social Assistance (17,684 peers)
Shahram & Laleh Rezaee, D.M.D., P.C multi-year trail
Shahram & Laleh Rezaee, D.M.D., P.C's plans moved +40.4% in assets from 2022 to 2024; this filing shows Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan at $3M / 10 participants.
- #6,230
- in Healthcare & Social Assistance (17,684 peers)
- +19.0%
- assets growth YoY
Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,797,307 35th percentile higher than 35% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing 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. Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan reported net income rose from -$330K in the plan year 2022 filing to $447K in the plan year 2023 filing.
- Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan reported participants fell from 15 in the plan year 2022 filing to 10 in the plan year 2023 filing.
- Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 931308596 · Shahram & Laleh Rezaee, D.M.D., P.C PY 2023 · 401(k)
Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan · $3M · 10 · 35th
- BOOK $3M
- VS-ST 10
- BOY 35th
- SCH 401(k)
- EBSA near Dominion Group 401(k) Plan
- PART ind #6230
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 →
Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Shahram & Laleh Rezaee, D.M.D., P.C multi-year asset trail
Sponsor-wide plan assets over time
All Shahram & Laleh Rezaee, D.M.D., P.C plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 40.356095208954216% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $2M |
| 2023 | 1 | 10 | $3M |
| 2024 | 1 | 10 | $3M |
Shahram & Laleh Rezaee, D.M.D., P.C filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $447K |
| Employer EIN | 931308596 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Dominion Group 401(k) Plan in TN ($3M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Dominion Group 401(k) Plan (TN) $3M · 134
- Round One Entertainment 401(k) Plan (CA) $3M · 1,471
- Chattanooga Cares, Inc. 401(k) Plan (TN) $3M · 74
- Wisdom Protective Services Retirement Plan (NY) $3M · 443
Similar participant headcount
Nearest other-state filings by covered participants (10 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.