401(k) · DOL Form 5500 · 2024
David P. Marion, Dds, P.C. 401(k) Plan
Data updated 2026-08-25
- $680K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $170,082
- Avg per participant Above avg balance/head
Official DOL plan name: David P. Marion, Dds, P.C. 401(k) Profit Sharing Plan · Sponsored by David P. Marion, Dds, P.C. · Georgia · Healthcare & Social Assistance
$680K in assets, 4 participants
David P. Marion, Dds, P.C.'s David P. Marion, Dds, P.C. 401(k) Profit Sharing Plan reported $680K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #2,637 in Healthcare & Social Assistance (16,916 peers)
David P. Marion, Dds, P.C. multi-year trail
David P. Marion, Dds, P.C.'s plans moved +38.9% in assets from 2022 to 2024; this filing shows David P. Marion, Dds, P.C. 401(k) Profit Sharing Plan at $680K / 4 participants.
- #2,637
- in Healthcare & Social Assistance (16,916 peers)
- +18.5%
- assets growth YoY
David P. Marion, Dds, P.C. 401(k) Profit Sharing Plan among the smaller filed plans by assets
David P. Marion, Dds, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$680,328 20th percentile higher than 20% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
David P. Marion, Dds, P.C. 401(k) Profit Sharing 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 P. Marion, Dds, P.C. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- David P. Marion, Dds, P.C. 401(k) Profit Sharing Plan reported net income rose from $84K in the plan year 2023 filing to $106K in the plan year 2024 filing.
- David P. Marion, Dds, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $574K in the plan year 2023 filing to $680K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 582351058 · David P. Marion, Dds, P.C. PY 2024 · 401(k)
David P. Marion, Dds, P.C. 401(k) Profit Sharing Plan · $680K · 4 · 20th
- ASSETS $680K
- ASSETS 4
- ASSETS 20th
- ASSETS 401(k)
- ASSETS near N.P. Converters, Inc. 401(k) Plan
- ASSETS ind #2637
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 Georgia →
David P. Marion, Dds, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
David P. Marion, Dds, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All David P. Marion, Dds, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $680K 38.88694949198008% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $490K |
| 2023 | 1 | 4 | $574K |
| 2024 | 1 | 4 | $680K |
David P. Marion, Dds, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $574K |
|---|---|
| Net Assets (End of Year) | $679K |
| Net Income | $106K |
| Employer EIN | 582351058 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
David P. Marion, Dds, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is N.P. Converters, Inc. 401(k) Plan in IN ($680K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($680K here).
- N.P. Converters, Inc. 401(k) Plan (IN) $680K · 21
- Proven Brands, Inc. 401(k) Plan (NJ) $680K · 50
- Crown Auto, Inc. 401(k) Profit Sharing Plan (UT) $680K · 2
- Leland Retirement, Inc. 401(k) Plan (WA) $680K · 2
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.