401(k) · DOL Form 5500 · 2024

Jason a Stack Dmd PA 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
28th
Percentile by assets National rank
$249,312
Avg per participant Above avg balance/head
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Official DOL plan name: Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust · Sponsored by Jason a Stack Dmd PA · South Carolina · Healthcare & Social Assistance

$2M in assets, 7 participants

Jason a Stack Dmd PA's Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,330 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust grew sharply 18.4% in 2024 ($1M → $2M) for 7 participants.

#4,330
in Healthcare & Social Assistance (16,916 peers)
+18.4%
assets growth YoY

Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,745,183 28th percentile higher than 28% 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

Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 203521535 · Jason a Stack Dmd PA PY 2024 · 401(k)

Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust · $2M · 7 · 28th

  • RANK $2M
  • PHOTO 7
  • IND 28th
  • EOY 401(k)
  • 5500 near Canto Tool Corporation 401(k) Retirement Plan
  • ASSETS ind #4330

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 →

Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Jason a Stack Dmd PA 401(k) Profit Sharing Plan & TrustJason a Stack Dmd PA 401(k) …$2MSamaki Inc 401(k) Profit Sharing Plan & TrustSamaki Inc 401(k) Profit Sha…$2MMichael D. Roth, Dds, LLC. 401(k) PlanMichael D. Roth, Dds, LLC. 4…$2MCanto Tool Corporation 401(k) Retirement PlanCanto Tool Corporation 401(k…$2MCybecys, Inc. Retirement TrustCybecys, Inc. Retirement Tru…$2M
End-of-year total assets ($M) among Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$272K
Employer EIN203521535
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001745183 · Participants: 7Jason a Stack Dmd PA 401(k) Profit Sharing Plan & TrustMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants

Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Canto Tool Corporation 401(k) Retirement Plan in PA ($2M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust assets move in 2024?
Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust grew sharply - up 18.4% during 2024, from $1M to $2M. Reported net income was $272K.
Which 401(k) plans are similar in size to Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Canto Tool Corporation 401(k) Retirement Plan in PA ($2M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Jason a Stack Dmd PA 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A in assets).