401(k) · DOL Form 5500 · 2024
Bailey-Welling Orthodontics, PLLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $265,068
- Avg per participant High balance/head
Official DOL plan name: Bailey-Welling Orthodontics, PLLC Profit Sharing Plan · Sponsored by Bailey-Welling Orthodontics, PLLC · Utah · Healthcare & Social Assistance
$5M in assets, 17 participants
Bailey-Welling Orthodontics, PLLC's Bailey-Welling Orthodontics, PLLC Profit Sharing Plan reported $5M in total assets and 17 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.
- #7,189 in Healthcare & Social Assistance (16,916 peers)
Bailey-Welling Orthodontics, PLLC multi-year trail
Bailey-Welling Orthodontics, PLLC's plans moved +58.3% in assets from 2022 to 2024; this filing shows Bailey-Welling Orthodontics, PLLC Profit Sharing Plan at $5M / 17 participants.
- #7,189
- in Healthcare & Social Assistance (16,916 peers)
- +24.2%
- assets growth YoY
Bailey-Welling Orthodontics, PLLC Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bailey-Welling Orthodontics, PLLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,506,161 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
Bailey-Welling Orthodontics, PLLC Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bailey-Welling Orthodontics, PLLC Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bailey-Welling Orthodontics, PLLC Profit Sharing Plan reported participants rose from 13 in the plan year 2023 filing to 17 in the plan year 2024 filing.
- Bailey-Welling Orthodontics, PLLC Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Bailey-Welling Orthodontics, PLLC Profit Sharing Plan reported net income rose from $782K in the plan year 2023 filing to $878K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 870332393 · Bailey-Welling Orthodontics, PLLC PY 2024 · 401(k)
Bailey-Welling Orthodontics, PLLC Profit Sharing Plan · $5M · 17 · 40th
- EIN $5M
- EIN 17
- EIN 40th
- EIN 401(k)
- EIN near Westport Properties, Inc. 401(k) Plan
- EIN ind #7189
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 Utah →
Bailey-Welling Orthodontics, PLLC Profit Sharing Plan in the asset neighbourhood
Bailey-Welling Orthodontics, PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Bailey-Welling Orthodontics, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 58.33179902910165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $3M |
| 2023 | 1 | 13 | $4M |
| 2024 | 1 | 17 | $5M |
Bailey-Welling Orthodontics, PLLC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $878K |
| Employer EIN | 870332393 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Bailey-Welling Orthodontics, PLLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Westport Properties, Inc. 401(k) Plan in CA ($5M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Westport Properties, Inc. 401(k) Plan (CA) $5M · 524
- Orw USA 401(k) Plan (CA) $5M · 111
- K & R Sales 401(k) & Profit Sharing Plan (PA) $5M · 95
- Skana Aluminum Company 401(k) Retirement Plan (WI) $5M · 234
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Knowledge Commerce Group Gainesville, Inc. 401(k) Plan (VA) 17 · 0 off
- Fight 612, Inc. 401(k) Plan (IN) 17 · 0 off
- Advisys, Inc. 401(k) Plan (CA) 17 · 0 off
- Great Oak Senior Care, Inc. 401(k) Plan (MN) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.