401(k) · DOL Form 5500 · 2023

Leif Swanson, D.D.S. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
25th
Percentile by assets National rank
$121,886
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Leif Swanson, D.D.S. 401(k) Profit Sharing Plan · Sponsored by Leif Swanson, D.D.S. · Tennessee · Healthcare & Social Assistance

$1M in assets, 10 participants

Leif Swanson, D.D.S.'s Leif Swanson, D.D.S. 401(k) Profit Sharing Plan reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,830 in Healthcare & Social Assistance (17,684 peers)

Leif Swanson, D.D.S. multi-year trail

Leif Swanson, D.D.S.'s plans moved +26.2% in assets from 2022 to 2024; this filing shows Leif Swanson, D.D.S. 401(k) Profit Sharing Plan at $1M / 10 participants.

#3,830
in Healthcare & Social Assistance (17,684 peers)
+25.7%
assets growth YoY

Leif Swanson, D.D.S. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Leif Swanson, D.D.S. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,218,858 25th percentile higher than 25% 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

Leif Swanson, D.D.S. 401(k) 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. Leif Swanson, D.D.S. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leif Swanson, D.D.S. 401(k) Profit Sharing Plan reported net income rose from -$207K in the plan year 2022 filing to $249K in the plan year 2023 filing.
  • Leif Swanson, D.D.S. 401(k) Profit Sharing Plan end-of-year assets rose from $970K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Leif Swanson, D.D.S. 401(k) Profit Sharing Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204993800 · Leif Swanson, D.D.S. PY 2023 · 401(k)

Leif Swanson, D.D.S. 401(k) Profit Sharing Plan · $1M · 10 · 25th

  • PART $1M
  • PART 10
  • PART 25th
  • PART 401(k)
  • PART near Kevin J. Kelley, P.C. 401(k) Plan
  • PART ind #3830

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 Tennessee →

Leif Swanson, D.D.S. 401(k) Profit Sharing Plan in the asset neighbourhood

Leif Swanson, D.D.S. 401(k) Profit Sharing PlanLeif Swanson, D.D.S. 401(k) …$1MKevin J. Kelley, P.C. 401(k) PlanKevin J. Kelley, P.C. 401(k)…$1MXtreme Aviation, LLC 401(k) PlanXtreme Aviation, LLC 401(k) …$1MRek Partners, Inc. 401(k) PlanRek Partners, Inc. 401(k) Pl…$1MKuraya USA Corp 401(k) Plan$1M
End-of-year total assets ($M) among Leif Swanson, D.D.S. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Leif Swanson, D.D.S. multi-year asset trail

Sponsor-wide plan assets over time

All Leif Swanson, D.D.S. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.180662800023917% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.97M $1.22M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 9 $970K
2023 1 10 $1M
2024 1 13 $1M

Leif Swanson, D.D.S. filing trail (2023)

Total Assets (Beginning of Year)$970K
Net Assets (End of Year)$1M
Net Income$249K
Employer EIN204993800
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Leif Swanson, D.D.S. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Leif Swanson, D.D.S. 401(k) Profit Sharing Plan, Total assets ($B): 0.001218858 · Participants: 10Leif Swanson, D.D.S. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Leif Swanson, D.D.S. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Leif Swanson, D.D.S. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Kevin J. Kelley, P.C. 401(k) Plan in VA ($1M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Leif Swanson, D.D.S. 401(k) Profit Sharing Plan assets move in 2023? ▼
Leif Swanson, D.D.S. 401(k) Profit Sharing Plan grew sharply - up 25.7% during 2023, from $970K to $1M. Reported net income was $249K.
How have Leif Swanson, D.D.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leif Swanson, D.D.S.'s sponsor-wide assets grew 26.2%, from $970K to $1M.
Where does Leif Swanson, D.D.S. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Leif Swanson, D.D.S. 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Leif Swanson, D.D.S. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kevin J. Kelley, P.C. 401(k) Plan in VA ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Leif Swanson, D.D.S. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 204993800.

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.