401(k) · DOL Form 5500 · 2023

Jack E. Wasserstein, D.D.S., Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$560,748
Avg per participant High balance/head
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Official DOL plan name: Jack E. Wasserstein, D.D.S. Profit Sharing Plan · Sponsored by Jack E. Wasserstein, D.D.S., Inc. · California · Healthcare & Social Assistance

$2M in assets, 3 participants

Jack E. Wasserstein, D.D.S., Inc.'s Jack E. Wasserstein, D.D.S. Profit Sharing Plan reported $2M in total assets and 3 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.

  • #4,635 in Healthcare & Social Assistance (17,684 peers)

Jack E. Wasserstein, D.D.S., Inc. multi-year trail

Jack E. Wasserstein, D.D.S., Inc.'s plans moved +59.0% in assets from 2022 to 2024; this filing shows Jack E. Wasserstein, D.D.S. Profit Sharing Plan at $2M / 3 participants.

#4,635
in Healthcare & Social Assistance (17,684 peers)
+33.2%
assets growth YoY

Jack E. Wasserstein, D.D.S. Profit Sharing Plan among the smaller filed plans by assets

Jack E. Wasserstein, D.D.S. Profit Sharing Plan vs every filed plan by assets

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

$1,682,244 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

Jack E. Wasserstein, D.D.S. 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. Jack E. Wasserstein, D.D.S. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jack E. Wasserstein, D.D.S. Profit Sharing Plan reported net income rose from -$358K in the plan year 2022 filing to $419K in the plan year 2023 filing.
  • Jack E. Wasserstein, D.D.S. Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Jack E. Wasserstein, D.D.S. Profit Sharing Plan 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 →

Form 5500 schedule snapshot

Filing strip 953670095 · Jack E. Wasserstein, D.D.S., Inc. PY 2023 · 401(k)

Jack E. Wasserstein, D.D.S. Profit Sharing Plan · $2M · 3 · 29th

  • SCH $2M
  • SCH 3
  • SCH 29th
  • SCH 401(k)
  • SCH near Thunder Bay Emergency Physicians, PC Profit Sharing Plan
  • SCH ind #4635

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 →

Jack E. Wasserstein, D.D.S. Profit Sharing Plan in the asset neighbourhood

Jack E. Wasserstein, D.D.S. Profit Sharing PlanJack E. Wasserstein, D.D.S. …$2MThunder Bay Emergency Physicians, PC Profit Sharing PlanThunder Bay Emergency Physic…$2MTwin Eagle Terminals Holdings 401(k) PlanTwin Eagle Terminals Holding…$2MGold Crest Distributing Retirement Savings PlanGold Crest Distributing Reti…$2MWestend Holdings, Inc. 401(k) PlanWestend Holdings, Inc. 401(k…$2M
End-of-year total assets ($M) among Jack E. Wasserstein, D.D.S. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jack E. Wasserstein, D.D.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jack E. Wasserstein, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 59.000348338268125% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.26M $2.01M ▲ +59.5%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 3 $2M
2024 1 6 $2M

Jack E. Wasserstein, D.D.S., Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$419K
Employer EIN953670095
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jack E. Wasserstein, D.D.S. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jack E. Wasserstein, D.D.S. Profit Sharing Plan, Total assets ($B): 0.001682244 · Participants: 3Jack E. Wasserstein, D.D.S. Profit Sharing 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
Jack E. Wasserstein, D.D.S. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jack E. Wasserstein, D.D.S. Profit Sharing Plan side-by-side with 3 peers →

Jack E. Wasserstein, D.D.S. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Thunder Bay Emergency Physicians, PC Profit Sharing Plan in MI ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jack E. Wasserstein, D.D.S. Profit Sharing Plan assets move in 2023? ▼
Jack E. Wasserstein, D.D.S. Profit Sharing Plan surged - up 33.2% during 2023, from $1M to $2M. Reported net income was $419K.
How have Jack E. Wasserstein, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jack E. Wasserstein, D.D.S., Inc.'s sponsor-wide assets grew 59.0%, from $1M to $2M.
Which 401(k) plans are similar in size to Jack E. Wasserstein, D.D.S. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thunder Bay Emergency Physicians, PC Profit Sharing Plan in MI ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Jack E. Wasserstein, D.D.S. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 953670095.

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.