401(k) · DOL Form 5500 · 2023

Plum Dental Group, L.L.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
223
Participants Below avg headcount
50th
Percentile by assets National rank
$29,329
Avg per participant Low balance/head
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Official DOL plan name: Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan · Sponsored by Plum Dental Group, L.L.C. · Rhode Island · Healthcare & Social Assistance

$7M in assets, 223 participants

Plum Dental Group, L.L.C.'s Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan reported $7M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,697 in Healthcare & Social Assistance (17,684 peers)

Coverage in Rhode Island

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan covers 223 participants in Rhode Island, about 15% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $7M.

#9,697
in Healthcare & Social Assistance (17,684 peers)
+33.0%
assets growth YoY

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,540,346 Top 50% higher than 50% 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

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan 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. Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan reported net income rose from -$423K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan reported participants rose from 147 in the plan year 2022 filing to 223 in the plan year 2023 filing.
  • Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 821566002 · Plum Dental Group, L.L.C. PY 2023 · 401(k)

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan · $7M · 223 · 50th

  • PART $7M
  • PART 223
  • PART 50th
  • PART 401(k)
  • PART near K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan
  • PART ind #9697

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 Rhode Island →

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Plum Dental Group, L.L.C. 401(k) Profit Sharing PlanPlum Dental Group, L.L.C. 40…$7MK.a. Bergquist, Inc. Employees 401(k) Profit Sharing PlanK.a. Bergquist, Inc. Employe…$7MWilson Lewis, LLC Safe Harbor 401(k) PlanWilson Lewis, LLC Safe Harbo…$7MShamin Management, LLC$7MSouthern New Jersey Perinatal Cooperative 401(k) Profit Sharing PlanSouthern New Jersey Perinata…$7M
End-of-year total assets ($M) among Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN821566002
Plan Effective Date2017-09-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Plum Dental Group, L.L.C.)

Sponsor-wide plan assets over time

All Plum Dental Group, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 67.029965216875% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.92M $8.21M ▲ +66.9%
Year Plans Participants Total Assets
2022 1 147 $5M
2023 1 223 $7M
2024 1 251 $8M

Nearby 401(k) Plans in Rhode Island

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

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.006540346 · Participants: 223Plum Dental Group, L.L.C. 401(k) Profit Sharing PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan in OH ($7M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan surged - up 33.0% during 2023, from $5M to $7M. Reported net income was $2M.
How have Plum Dental Group, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plum Dental Group, L.L.C.'s sponsor-wide assets grew 67.0%, from $5M to $8M.
Which 401(k) plans are similar in size to Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan in OH ($7M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M 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 821566002.

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.