401(k) · DOL Form 5500 · 2024

Phdc of Knoxville, P.C. Dba Western Heights Dental 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
16
Participants Small participant base
25th
Percentile by assets National rank
$77,743
Avg per participant Below avg balance/head
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Official DOL plan name: Phdc of Knoxville, PC 401(k) Plan · Sponsored by Phdc of Knoxville, P.C. Dba Western Heights Dental · Tennessee · Healthcare & Social Assistance

$1M in assets, 16 participants

Phdc of Knoxville, P.C. Dba Western Heights Dental's Phdc of Knoxville, PC 401(k) Plan reported $1M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,595 in Healthcare & Social Assistance (16,916 peers)

Phdc of Knoxville, P.C. Dba Western Heights Dental multi-year trail

Phdc of Knoxville, P.C. Dba Western Heights Dental's plans moved +45.1% in assets from 2022 to 2024; this filing shows Phdc of Knoxville, PC 401(k) Plan at $1M / 16 participants.

#3,595
in Healthcare & Social Assistance (16,916 peers)
+24.4%
assets growth YoY

Phdc of Knoxville, PC 401(k) Plan among the smaller filed plans by assets

Phdc of Knoxville, PC 401(k) Plan vs every filed plan by assets

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

$1,243,888 25th percentile higher than 25% 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

Phdc of Knoxville, PC 401(k) 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. Phdc of Knoxville, PC 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phdc of Knoxville, PC 401(k) Plan reported net income rose from $143K in the plan year 2023 filing to $244K in the plan year 2024 filing.
  • Phdc of Knoxville, PC 401(k) Plan end-of-year assets rose from $1000K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Phdc of Knoxville, PC 401(k) Plan reported participants fell from 20 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 621626691 · Phdc of Knoxville, P.C. Dba Western Heights Dental PY 2024 · 401(k)

Phdc of Knoxville, PC 401(k) Plan · $1M · 16 · 25th

  • RANK $1M
  • RANK 16
  • RANK 25th
  • RANK 401(k)
  • RANK near Ophthalmology Associates of Staten Island, P.C. Profit Sharing Plan
  • RANK ind #3595

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 Tennessee →

Phdc of Knoxville, PC 401(k) Plan in the asset neighbourhood

Phdc of Knoxville, PC 401(k) PlanPhdc of Knoxville, PC 401(k)…$1MOphthalmology Associates of Staten Island, P.C. Profit Sharing PlanOphthalmology Associates of …$1MJohnson Welded Products, Inc. 401(k) Profit Sharing PlanJohnson Welded Products, Inc…$1MBlitz Builders, Inc. 401(k) Plan and TrustBlitz Builders, Inc. 401(k) …$1MSumma Energy Corp 401(k) TrustSumma Energy Corp 401(k) Tru…$1M
End-of-year total assets ($M) among Phdc of Knoxville, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Phdc of Knoxville, P.C. Dba Western Heights Dental multi-year asset trail

Sponsor-wide plan assets over time

All Phdc of Knoxville, P.C. Dba Western Heights Dental plans reported in each filing year

Latest sponsor-wide plan assets
$1M 45.095358630101835% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.86M $1.24M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 22 $857K
2023 1 20 $1000K
2024 1 16 $1M

Phdc of Knoxville, P.C. Dba Western Heights Dental filing trail (2024)

Total Assets (Beginning of Year)$1000K
Net Assets (End of Year)$1M
Net Income$244K
Employer EIN621626691
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Phdc of Knoxville, PC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Phdc of Knoxville, PC 401(k) Plan, Total assets ($B): 0.001243888 · Participants: 16Phdc of Knoxville, PC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Phdc of Knoxville, PC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Phdc of Knoxville, PC 401(k) Plan side-by-side with 3 peers →

Phdc of Knoxville, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Ophthalmology Associates of Staten Island, P.C. Profit Sharing Plan in NY ($1M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

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 Phdc of Knoxville, PC 401(k) Plan assets move in 2024? ▼
Phdc of Knoxville, PC 401(k) Plan grew sharply - up 24.4% during 2024, from $1000K to $1M. Reported net income was $244K.
How have Phdc of Knoxville, P.C. Dba Western Heights Dental plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phdc of Knoxville, P.C. Dba Western Heights Dental's sponsor-wide assets grew 45.1%, from $857K to $1M.
Where does Phdc of Knoxville, PC 401(k) Plan rank by assets among Form 5500 filers? ▼
Phdc of Knoxville, PC 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Phdc of Knoxville, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ophthalmology Associates of Staten Island, P.C. Profit Sharing Plan in NY ($1M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Phdc of Knoxville, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 621626691.

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.