401(k) · DOL Form 5500 · 2023

Walnut Creek - Danville Oral Surgery 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
21
Participants Small participant base
40th
Percentile by assets National rank
$192,547
Avg per participant Above avg balance/head
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Official DOL plan name: Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan · Sponsored by Walnut Creek - Danville Oral Surgery · California · Healthcare & Social Assistance

$4M in assets, 21 participants

Walnut Creek - Danville Oral Surgery's Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan reported $4M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,626 in Healthcare & Social Assistance (17,684 peers)

Walnut Creek - Danville Oral Surgery multi-year trail

Walnut Creek - Danville Oral Surgery's plans moved +14.2% in assets from 2022 to 2024; this filing shows Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan at $4M / 21 participants.

#7,626
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY

Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan vs every filed plan by assets

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

$4,043,486 40th percentile higher than 40% 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

Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan reported net income rose from -$752K in the plan year 2022 filing to $518K in the plan year 2023 filing.
  • Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan reported participants rose from 20 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800673897 · Walnut Creek - Danville Oral Surgery PY 2023 · 401(k)

Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan · $4M · 21 · 40th

  • BOOK $4M
  • VS-ST 21
  • BOY 40th
  • SCH 401(k)
  • EBSA near Beekman 1802, Inc. 401(k) Plan
  • PART ind #7626

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 California →

Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan in the asset neighbourhood

Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) PlanWalnut Creek - Danville Oral…$4MBeekman 1802, Inc. 401(k) PlanBeekman 1802, Inc. 401(k) Pl…$4MEugene Eye Care Associates, P.C. 401(k) Profit Sharing PlanEugene Eye Care Associates, …$4MForester Capital, L.L.C. 401(k) PlanForester Capital, L.L.C. 401…$4MLakota Corp. 401(k) Plan$4M
End-of-year total assets ($M) among Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Walnut Creek - Danville Oral Surgery multi-year asset trail

Sponsor-wide plan assets over time

All Walnut Creek - Danville Oral Surgery plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.236528028933094% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.53M $4.03M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 21 $4M
2024 1 23 $4M

Walnut Creek - Danville Oral Surgery filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$518K
Employer EIN800673897
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan, Total assets ($B): 0.004043486 · Participants: 21Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan side-by-side with 3 peers →

Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Beekman 1802, Inc. 401(k) Plan in NY ($4M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan assets move in 2023? ▼
Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan grew at a solid clip - up 14.7% during 2023, from $4M to $4M. Reported net income was $518K.
How have Walnut Creek - Danville Oral Surgery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walnut Creek - Danville Oral Surgery's sponsor-wide assets grew 14.2%, from $4M to $4M.
Which 401(k) plans are similar in size to Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beekman 1802, Inc. 401(k) Plan in NY ($4M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 800673897.

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.