401(k) · DOL Form 5500 · 2023

Brandon E. Beaver, Dds, PC Dba 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
29th
Percentile by assets National rank
$159,390
Avg per participant Above avg balance/head
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Official DOL plan name: Westside Family Dental Retirement Plan & Trust · Sponsored by Brandon E. Beaver, Dds, PC Dba · Oklahoma · Healthcare & Social Assistance

$2M in assets, 11 participants

Brandon E. Beaver, Dds, PC Dba's Westside Family Dental Retirement Plan & Trust reported $2M in total assets and 11 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.

  • #4,757 in Healthcare & Social Assistance (17,684 peers)

Brandon E. Beaver, Dds, PC Dba multi-year trail

Brandon E. Beaver, Dds, PC Dba's plans moved +51.9% in assets from 2022 to 2024; this filing shows Westside Family Dental Retirement Plan & Trust at $2M / 11 participants.

#4,757
in Healthcare & Social Assistance (17,684 peers)
+19.8%
assets growth YoY

Westside Family Dental Retirement Plan & Trust among the smaller filed plans by assets

Westside Family Dental Retirement Plan & Trust vs every filed plan by assets

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

$1,753,289 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

Westside Family Dental Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westside Family Dental Retirement Plan & Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westside Family Dental Retirement Plan & Trust reported net income rose from $9K in the plan year 2022 filing to $290K in the plan year 2023 filing.
  • Westside Family Dental Retirement Plan & Trust reported participants fell from 15 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Westside Family Dental Retirement Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611436277 · Brandon E. Beaver, Dds, PC Dba PY 2023 · 401(k)

Westside Family Dental Retirement Plan & Trust · $2M · 11 · 29th

  • EIN $2M
  • RANK 11
  • PHOTO 29th
  • IND 401(k)
  • EOY near General Polygon Systems, Inc. 401(k) Plan
  • 5500 ind #4757

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 Oklahoma →

Westside Family Dental Retirement Plan & Trust in the asset neighbourhood

Westside Family Dental Retirement Plan & TrustWestside Family Dental Retir…$2MGeneral Polygon Systems, Inc. 401(k) PlanGeneral Polygon Systems, Inc…$2MIntegrated Capital Management, Inc. 401(k) Profit Sharing PlanIntegrated Capital Managemen…$2MSunnyhill, Inc. 401(k) Retirement PlanSunnyhill, Inc. 401(k) Retir…$2MEmbe Retirement Savings Plan$2M
End-of-year total assets ($M) among Westside Family Dental Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brandon E. Beaver, Dds, PC Dba multi-year asset trail

Sponsor-wide plan assets over time

All Brandon E. Beaver, Dds, PC Dba plans reported in each filing year

Latest sponsor-wide plan assets
$2M 51.88991339890501% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.46M $2.22M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 15 $1M
2023 1 11 $2M
2024 1 11 $2M

Brandon E. Beaver, Dds, PC Dba filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$290K
Employer EIN611436277
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Westside Family Dental Retirement Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Westside Family Dental Retirement Plan & Trust, Total assets ($B): 0.001753289 · Participants: 11Westside Family Dental Retirement Plan & TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Westside Family Dental Retirement Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Westside Family Dental Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is General Polygon Systems, Inc. 401(k) Plan in NJ ($2M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Westside Family Dental Retirement Plan & Trust assets move in 2023?
Westside Family Dental Retirement Plan & Trust grew sharply - up 19.8% during 2023, from $1M to $2M. Reported net income was $290K.
How have Brandon E. Beaver, Dds, PC Dba plan assets changed over time?
Across 3 plan years on file (2022-2024), Brandon E. Beaver, Dds, PC Dba's sponsor-wide assets grew 51.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Westside Family Dental Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by assets is General Polygon Systems, Inc. 401(k) Plan in NJ ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Westside Family Dental Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K in assets).