401(k)
2023 plan-year 401(k) DOL Form 5500

GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

GEN4 DENTAL PARTNERS OPCO, LLC

This 401(k) plan holds $22M in total assets and serves 1,040 participants as of 2023. It is sponsored by GEN4 DENTAL PARTNERS OPCO, LLC in Arizona. The plan reported positive net income of $13M for the year.

Total Assets (2023)
$22M
Participants
1,040
State
Industry
Healthcare & Social Assistance

What the Filing Says About GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN

GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN is a 401(k) retirement plan sponsored by GEN4 DENTAL PARTNERS OPCO, LLC, headquartered in Arizona. As of the 2023 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 1,040 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 862821806, and the plan has been effective since 2021-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2023 to $22M at year-end — a gain of 150.7%. Net assets (after liabilities) closed the year at $22M, with reported net income of $13M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$13M
Plan Type401(k)
Employer EIN862821806
Plan Effective Date2021-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (GEN4 DENTAL PARTNERS OPCO, LLC)

Year Plans Participants Total Assets
2022 1 264 $9M
2023 1 1,040 $22M
2024 1 1,391 $33M

Nearby 401(k) Plans in Arizona

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

Frequently Asked Questions

How much money is in the GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN?
As of the 2023 Form 5500 filing, GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN holds $22M in total assets with 1,040 participants. It is sponsored by GEN4 DENTAL PARTNERS OPCO, LLC.
What type of plan is GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN?
GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN is a 401(k) plan. It has been effective since 2021-08-01. The plan is filed with the U.S. Department of Labor under EIN 862821806.
Who sponsors the GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN?
GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN is sponsored by GEN4 DENTAL PARTNERS OPCO, LLC, located in Arizona. The sponsor's EIN is 862821806 and the plan operates in the Healthcare & Social Assistance industry.
How did GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN perform in 2023?
GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN grew by 150.7% during 2023, moving from $9M to $22M in total assets. Net income was $13M.
Where can I find official filings for GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN?
Official Form 5500 filings for GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 862821806 or plan name at efast.dol.gov.
How does GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN compare to other plans?
You can compare GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 862821806.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.