401(k) · DOL Form 5500 · 2023

Affiliated Family Dentist PC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
220
Participants Below avg headcount
47th
Percentile by assets National rank
$26,697
Avg per participant Low balance/head
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Official DOL plan name: Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust · Sponsored by Affiliated Family Dentist PC · Indiana · Healthcare & Social Assistance

$6M in assets, 220 participants

Affiliated Family Dentist PC's Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,224 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust covers 220 participants in Indiana, about 41% of the average Indiana filer (state average ~541 per filing). Assets: $6M.

#9,224
in Healthcare & Social Assistance (17,684 peers)
+15.6%
assets growth YoY

Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,873,283 47th percentile higher than 47% 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

Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust reported net income rose from -$797K in the plan year 2022 filing to $794K in the plan year 2023 filing.
  • Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust reported participants rose from 191 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351637448 · Affiliated Family Dentist PC PY 2023 · 401(k)

Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust · $6M · 220 · 47th

  • BOOK $6M
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  • BOOK near Safavieh Group, LLC 401(k) Plan
  • BOOK ind #9224

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 Indiana →

Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Affiliated Family Dentist PC 401(k) Profit Sharing Plan & TrustAffiliated Family Dentist PC…$6MSafavieh Group, LLC 401(k) PlanSafavieh Group, LLC 401(k) P…$6MThe Envoy Group LLC 401(k) PlanThe Envoy Group LLC 401(k) P…$6MTablecraft Products Employees Profit Sharing Plan and TrustTablecraft Products Employee…$6MApplied Behavior Health Management, LLC 401(k) PlanApplied Behavior Health Mana…$6M
End-of-year total assets ($M) among Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$794K
Employer EIN351637448
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affiliated Family Dentist PC)

Sponsor-wide plan assets over time

All Affiliated Family Dentist PC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 34.48573220753969% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.08M $6.83M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 191 $5M
2023 1 220 $6M
2024 1 229 $7M

Nearby 401(k) Plans in Indiana

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

Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005873283 · Participants: 220Affiliated Family Dentist PC 401(k) Profit Sharing Plan & TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Safavieh Group, LLC 401(k) Plan in NY ($6M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust grew sharply - up 15.6% during 2023, from $5M to $6M. Reported net income was $794K.
How have Affiliated Family Dentist PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affiliated Family Dentist PC's sponsor-wide assets grew 34.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Safavieh Group, LLC 401(k) Plan in NY ($6M, 476 participants).
Which 401(k) plans cover a similar participant headcount to Affiliated Family Dentist PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 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 351637448.

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.