401(k) · DOL Form 5500 · 2024

David L. Stockton, M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: David L. Stockton, M.D., P.C. 401(k) Plan · Sponsored by David L. Stockton, M.D., P.C. · Tennessee · Healthcare & Social Assistance

$2M in assets, 1 participants

David L. Stockton, M.D., P.C.'s David L. Stockton, M.D., P.C. 401(k) Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,126 in Healthcare & Social Assistance (16,916 peers)

David L. Stockton, M.D., P.C. multi-year trail

David L. Stockton, M.D., P.C.'s plans moved +28.1% in assets from 2022 to 2024; this filing shows David L. Stockton, M.D., P.C. 401(k) Plan at $2M / 1 participant.

#4,126
in Healthcare & Social Assistance (16,916 peers)
+6.9%
assets growth YoY

David L. Stockton, M.D., P.C. 401(k) Plan among the smaller filed plans by assets

David L. Stockton, M.D., P.C. 401(k) Plan vs every filed plan by assets

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

$1,614,258 27th percentile higher than 27% 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

David L. Stockton, M.D., P.C. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David L. Stockton, M.D., P.C. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David L. Stockton, M.D., P.C. 401(k) Plan reported net income fell from $250K in the plan year 2023 filing to $104K in the plan year 2024 filing.
  • David L. Stockton, M.D., P.C. 401(k) Plan reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • David L. Stockton, M.D., P.C. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 621292214 · David L. Stockton, M.D., P.C. PY 2024 · 401(k)

David L. Stockton, M.D., P.C. 401(k) Plan · $2M · 1 · 27th

  • PHOTO $2M
  • IND 1
  • EOY 27th
  • 5500 401(k)
  • ASSETS near Lasalle Lumber Company, LLC Salary Investment Retirement Plan
  • PCT ind #4126

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 →

David L. Stockton, M.D., P.C. 401(k) Plan in the asset neighbourhood

David L. Stockton, M.D., P.C. 401(k) PlanDavid L. Stockton, M.D., P.C…$2MLasalle Lumber Company, LLC Salary Investment Retirement PlanLasalle Lumber Company, LLC …$2MUniphar 401(k) Plan$2MJarrett Machine Co. 401(k) PlanJarrett Machine Co. 401(k) P…$2MHive Modern 401(k) Profit Sharing PlanHive Modern 401(k) Profit Sh…$2M
End-of-year total assets ($M) among David L. Stockton, M.D., P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

David L. Stockton, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All David L. Stockton, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.08836843562763% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.26M $1.61M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 2 2 $2M

David L. Stockton, M.D., P.C. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$104K
Employer EIN621292214
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

David L. Stockton, M.D., P.C. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants David L. Stockton, M.D., P.C. 401(k) Plan, Total assets ($B): 0.001614258 · Participants: 1David L. Stockton, M.D., P.C. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
David L. Stockton, M.D., P.C. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare David L. Stockton, M.D., P.C. 401(k) Plan side-by-side with 3 peers →

David L. Stockton, M.D., P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Lasalle Lumber Company, LLC Salary Investment Retirement Plan in LA ($2M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 David L. Stockton, M.D., P.C. 401(k) Plan assets move in 2024? ▼
David L. Stockton, M.D., P.C. 401(k) Plan grew at a solid clip - up 6.9% during 2024, from $2M to $2M. Reported net income was $104K.
How have David L. Stockton, M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David L. Stockton, M.D., P.C.'s sponsor-wide assets grew 28.1%, from $1M to $2M.
Which 401(k) plans are similar in size to David L. Stockton, M.D., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lasalle Lumber Company, LLC Salary Investment Retirement Plan in LA ($2M, 129 participants).
Which 401(k) plans cover a similar participant headcount to David L. Stockton, M.D., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 621292214.

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.