401(k) · DOL Form 5500 · 2023
William a. Cofer, Dmd, Fagd, PA 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan · Sponsored by William a. Cofer, Dmd, Fagd, PA · South Carolina · Healthcare & Social Assistance
$1M in assets, 1 participants
William a. Cofer, Dmd, Fagd, PA's William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #4,033 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan holds $1M for 1 participant - about $1.3M per participant, in the lower half of filed plans by assets.
- #4,033
- in Healthcare & Social Assistance (17,684 peers)
- -0.3%
- assets change YoY
The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan among the smaller filed plans by assets
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,344,535 26th percentile higher than 26% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement 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. William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan reported net income rose from -$179K in the plan year 2022 filing to -$4K in the plan year 2023 filing.
- William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan reported participants fell from 7 in the plan year 2022 filing to 1 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 570690977 · William a. Cofer, Dmd, Fagd, PA PY 2023 · 401(k)
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan · $1M · 1 · 26th
- BOOK $1M
- BOOK 1
- BOOK 26th
- BOOK 401(k)
- BOOK near Ihcbp Infinity Holdings Inc 401(k) Plan
- BOOK ind #4033
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 South Carolina →
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$4K |
| Employer EIN | 570690977 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William a. Cofer, Dmd, Fagd, PA)
Sponsor-wide plan assets over time
All William a. Cofer, Dmd, Fagd, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 8.961189457459058% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $1M |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $1M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Ihcbp Infinity Holdings Inc 401(k) Plan in GA ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Ihcbp Infinity Holdings Inc 401(k) Plan (GA) $1M · 2
- Roadrunner/Jpr Retirement Plan (NM) $1M · 81
- Elevation, LLC Retirement Plan (NC) $1M · 30
- Peptilogics, Inc. 401(k) Plan (PA) $1M · 23
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.