401(k) · DOL Form 5500 · 2024

Carolyn M. Caudle D.D.S., P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
31st
Percentile by assets National rank
$373,349
Avg per participant High balance/head
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Official DOL plan name: Carolyn M. Caudle D.D.S., P.C. Retirement Plan · Sponsored by Carolyn M. Caudle D.D.S., P.C. · Oklahoma · Healthcare & Social Assistance

$2M in assets, 6 participants

Carolyn M. Caudle D.D.S., P.C.'s Carolyn M. Caudle D.D.S., P.C. Retirement Plan reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,940 in Healthcare & Social Assistance (16,916 peers)

Carolyn M. Caudle D.D.S., P.C. multi-year trail

Carolyn M. Caudle D.D.S., P.C.'s plans moved +54.2% in assets from 2022 to 2024; this filing shows Carolyn M. Caudle D.D.S., P.C. Retirement Plan at $2M / 6 participants.

#4,940
in Healthcare & Social Assistance (16,916 peers)
+24.1%
assets growth YoY

Carolyn M. Caudle D.D.S., P.C. Retirement Plan among the smaller filed plans by assets

Carolyn M. Caudle D.D.S., P.C. Retirement Plan vs every filed plan by assets

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

$2,240,096 31st percentile higher than 31% 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

Carolyn M. Caudle D.D.S., P.C. Retirement 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. Carolyn M. Caudle D.D.S., P.C. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carolyn M. Caudle D.D.S., P.C. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Carolyn M. Caudle D.D.S., P.C. Retirement Plan reported net income rose from $353K in the plan year 2023 filing to $435K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 205311383 · Carolyn M. Caudle D.D.S., P.C. PY 2024 · 401(k)

Carolyn M. Caudle D.D.S., P.C. Retirement Plan · $2M · 6 · 31st

  • ASSETS $2M
  • PCT 6
  • EIN 31st
  • RANK 401(k)
  • PHOTO near Madtree 401(k) Retirement Plan
  • IND ind #4940

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 Oklahoma →

Carolyn M. Caudle D.D.S., P.C. Retirement Plan in the asset neighbourhood

Carolyn M. Caudle D.D.S., P.C. Retirement PlanCarolyn M. Caudle D.D.S., P.…$2MMadtree 401(k) Retirement PlanMadtree 401(k) Retirement Pl…$2MCcsf 401(k) Plan$2MHighland Pellets LLC 401(k) Profit Sharing Plan & TrustHighland Pellets LLC 401(k) …$2MFederal Tool and Engineering, LLC 401(k) PlanFederal Tool and Engineering…$2M
End-of-year total assets ($M) among Carolyn M. Caudle D.D.S., P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carolyn M. Caudle D.D.S., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Carolyn M. Caudle D.D.S., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 54.24705187298851% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.45M $2.24M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $2M
2024 1 6 $2M

Carolyn M. Caudle D.D.S., P.C. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$435K
Employer EIN205311383
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Carolyn M. Caudle D.D.S., P.C. Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Carolyn M. Caudle D.D.S., P.C. Retirement Plan, Total assets ($B): 0.002240096 · Participants: 6Carolyn M. Caudle D.D.S., P.C. Retirement PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Carolyn M. Caudle D.D.S., P.C. Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Carolyn M. Caudle D.D.S., P.C. Retirement Plan side-by-side with 3 peers →

Carolyn M. Caudle D.D.S., P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Madtree 401(k) Retirement Plan in OH ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). 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 (6 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 Carolyn M. Caudle D.D.S., P.C. Retirement Plan assets move in 2024? ▼
Carolyn M. Caudle D.D.S., P.C. Retirement Plan grew sharply - up 24.1% during 2024, from $2M to $2M. Reported net income was $435K.
How have Carolyn M. Caudle D.D.S., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolyn M. Caudle D.D.S., P.C.'s sponsor-wide assets grew 54.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Carolyn M. Caudle D.D.S., P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Madtree 401(k) Retirement Plan in OH ($2M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Carolyn M. Caudle D.D.S., P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 205311383.

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.