401(k) · DOL Form 5500 · 2024
John W. Bass, M.D., Ltd. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan · Sponsored by John W. Bass, M.D., Ltd. · Arizona · Healthcare & Social Assistance
$5M in assets, 3 participants
John W. Bass, M.D., Ltd.'s John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan reported $5M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,217 in Healthcare & Social Assistance (16,916 peers)
John W. Bass, M.D., Ltd. multi-year trail
John W. Bass, M.D., Ltd.'s plans moved +34.2% in assets from 2022 to 2024; this filing shows John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan at $5M / 3 participants.
- #7,217
- in Healthcare & Social Assistance (16,916 peers)
- +11.3%
- assets growth YoY
John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,537,836 40th percentile higher than 40% 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
John W. Bass, M.D., Ltd. 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. John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan reported net income fell from $697K in the plan year 2023 filing to $459K in the plan year 2024 filing.
- John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 860729583 · John W. Bass, M.D., Ltd. PY 2024 · 401(k)
John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan · $5M · 3 · 40th
- BOOK $5M
- BOOK 3
- BOOK 40th
- BOOK 401(k)
- BOOK near Ray's Apple Market Stores Profit Sharing/401(k) Plan & Trust
- BOOK ind #7217
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 Arizona →
John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
John W. Bass, M.D., Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All John W. Bass, M.D., Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 34.204402051644834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | $5M |
John W. Bass, M.D., Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $459K |
| Employer EIN | 860729583 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Ray's Apple Market Stores Profit Sharing/401(k) Plan & Trust in KS ($5M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.