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
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
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.
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
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
| 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 EIN | 611436277 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- True Colors International, Inc. Retirement Plan (CA) 11 · 0 off
- Fresno Neon Sign Co., Inc. 401(k) Profit Sharing Plan (CA) 11 · 0 off
- Bg Logistics, Inc. 401(k) Plan (FL) 11 · 0 off
- Martin J. Gross Profit Sharing Plan (NJ) 11 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.