401(k) · DOL Form 5500 · 2023

Edward J. Bertagnolli, D.D.S, P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
38th
Percentile by assets National rank
$399,169
Avg per participant High balance/head
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Official DOL plan name: Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan · Sponsored by Edward J. Bertagnolli, D.D.S, P.C. · Colorado · Healthcare & Social Assistance

$4M in assets, 9 participants

Edward J. Bertagnolli, D.D.S, P.C.'s Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan reported $4M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,149 in Healthcare & Social Assistance (17,684 peers)

Edward J. Bertagnolli, D.D.S, P.C. multi-year trail

Edward J. Bertagnolli, D.D.S, P.C.'s plans moved +26.4% in assets from 2022 to 2024; this filing shows Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan at $4M / 9 participants.

#7,149
in Healthcare & Social Assistance (17,684 peers)
+12.2%
assets growth YoY

Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan vs every filed plan by assets

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

$3,592,525 38th percentile higher than 38% 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

Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing 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. Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan reported net income rose from -$550K in the plan year 2022 filing to $389K in the plan year 2023 filing.
  • Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 840713632 · Edward J. Bertagnolli, D.D.S, P.C. PY 2023 · 401(k)

Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan · $4M · 9 · 38th

  • EOY $4M
  • EOY 9
  • EOY 38th
  • EOY 401(k)
  • EOY near Nutrition Fundamental Inc 401(k) Plan
  • EOY ind #7149

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 Colorado →

Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan in the asset neighbourhood

Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing PlanEdward J. Bertagnolli, D. D.…$4MNutrition Fundamental Inc 401(k) PlanNutrition Fundamental Inc 40…$4MOne Touch Direct, LLC 401(k) PlanOne Touch Direct, LLC 401(k)…$4MAlliance Castings Company, LLC 401(k) Savings & Retirement PlanAlliance Castings Company, L…$4MTdn 401(k) Savings Plan$4M
End-of-year total assets ($M) among Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Edward J. Bertagnolli, D.D.S, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Edward J. Bertagnolli, D.D.S, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.443513651633673% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.2M $4.05M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 9 $4M
2024 1 10 $4M

Edward J. Bertagnolli, D.D.S, P.C. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$389K
Employer EIN840713632
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan, Total assets ($B): 0.003592525 · Participants: 9Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan side-by-side with 3 peers →

Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Nutrition Fundamental Inc 401(k) Plan in CA ($4M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan assets move in 2023? ▼
Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan grew at a solid clip - up 12.2% during 2023, from $3M to $4M. Reported net income was $389K.
How have Edward J. Bertagnolli, D.D.S, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward J. Bertagnolli, D.D.S, P.C.'s sponsor-wide assets grew 26.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nutrition Fundamental Inc 401(k) Plan in CA ($4M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Edward J. Bertagnolli, D. D. S. , P. C. Profit- Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 840713632.

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.