401(k) · DOL Form 5500 · 2024

Robert M. Alexander Dds, Ms and Brandon D. Martin, Dds, Ms Apc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
21
Participants Small participant base
29th
Percentile by assets National rank
$90,761
Avg per participant Below avg balance/head
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Official DOL plan name: Alexander and Martin Dds 401(k) Profit Sharing Plan · Sponsored by Robert M. Alexander Dds, Ms and Brandon D. Martin, Dds, Ms Apc · California · Healthcare & Social Assistance

$2M in assets, 21 participants

Robert M. Alexander Dds, Ms and Brandon D. Martin, Dds, Ms Apc's Alexander and Martin Dds 401(k) Profit Sharing Plan reported $2M in total assets and 21 participants in its 2024 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.

  • #4,541 in Healthcare & Social Assistance (16,916 peers)

Robert M. Alexander Dds, Ms and Brandon D. Martin, Dds, Ms Apc multi-year trail

Robert M. Alexander Dds, Ms and Brandon D. Martin, Dds, Ms Apc's plans moved +104.6% in assets from 2022 to 2024; this filing shows Alexander and Martin Dds 401(k) Profit Sharing Plan at $2M / 21 participants.

#4,541
in Healthcare & Social Assistance (16,916 peers)
+38.7%
assets growth YoY

Alexander and Martin Dds 401(k) Profit Sharing Plan among the smaller filed plans by assets

Alexander and Martin Dds 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,905,990 29th percentile higher than 29% of 123,620 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 2024

Alexander and Martin Dds 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alexander and Martin Dds 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alexander and Martin Dds 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Alexander and Martin Dds 401(k) Profit Sharing Plan reported net income rose from $443K in the plan year 2023 filing to $531K in the plan year 2024 filing.
  • Alexander and Martin Dds 401(k) Profit Sharing Plan reported participants fell from 24 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 800818929 · Robert M. Alexander Dds, Ms and Brandon D. Martin, Dds, Ms Apc PY 2024 · 401(k)

Alexander and Martin Dds 401(k) Profit Sharing Plan · $2M · 21 · 29th

  • SCH $2M
  • SCH 21
  • SCH 29th
  • SCH 401(k)
  • SCH near The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust
  • SCH ind #4541

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 →

Alexander and Martin Dds 401(k) Profit Sharing Plan in the asset neighbourhood

Alexander and Martin Dds 401(k) Profit Sharing PlanAlexander and Martin Dds 401…$2MThe Sieb Organization Inc 401(k) Profit Sharing Plan & TrustThe Sieb Organization Inc 40…$2MGianfia, Inc. 401(k) Plan$2MScott D. Erler, D.D.S., P.C. Profit Sharing PlanScott D. Erler, D.D.S., P.C.…$2MStanley J. Rosinski, Dds, P.L.L.C. Safe Harbor 401(k) PlanStanley J. Rosinski, Dds, P.…$2M
End-of-year total assets ($M) among Alexander and Martin Dds 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Robert M. Alexander Dds, Ms and Brandon D. Martin, Dds, Ms Apc multi-year asset trail

Sponsor-wide plan assets over time

All Robert M. Alexander Dds, Ms and Brandon D. Martin, Dds, Ms Apc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 104.59492996934281% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.93M $1.91M ▲ +105.4%
Year Plans Participants Total Assets
2022 1 20 $932K
2023 1 24 $1M
2024 1 21 $2M

Robert M. Alexander Dds, Ms and Brandon D. Martin, Dds, Ms Apc filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$531K
Employer EIN800818929
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Alexander and Martin Dds 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Alexander and Martin Dds 401(k) Profit Sharing Plan, Total assets ($B): 0.00190599 · Participants: 21Alexander and Martin Dds 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Alexander and Martin Dds 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Alexander and Martin Dds 401(k) Profit Sharing Plan side-by-side with 3 peers →

Alexander and Martin Dds 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust in AZ ($2M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alexander and Martin Dds 401(k) Profit Sharing Plan assets move in 2024? ▼
Alexander and Martin Dds 401(k) Profit Sharing Plan surged - up 38.7% during 2024, from $1M to $2M. Reported net income was $531K.
How have Robert M. Alexander Dds, Ms and Brandon D. Martin, Dds, Ms Apc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert M. Alexander Dds, Ms and Brandon D. Martin, Dds, Ms Apc's sponsor-wide assets grew 104.6%, from $932K to $2M.
Which 401(k) plans are similar in size to Alexander and Martin Dds 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust in AZ ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Alexander and Martin Dds 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 800818929.

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.