401(k) · DOL Form 5500 · 2024
Michael D. Roth, Dds, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $581,976
- Avg per participant High balance/head
Official DOL plan name: Michael D. Roth, Dds, LLC. 401(k) Plan · Sponsored by Michael D. Roth, Dds, LLC · Pennsylvania · Healthcare & Social Assistance
$2M in assets, 3 participants
Michael D. Roth, Dds, LLC's Michael D. Roth, Dds, LLC. 401(k) Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,331 in Healthcare & Social Assistance (16,916 peers)
Michael D. Roth, Dds, LLC multi-year trail
Michael D. Roth, Dds, LLC's plans moved +25.0% in assets from 2022 to 2024; this filing shows Michael D. Roth, Dds, LLC. 401(k) Plan at $2M / 3 participants.
- #4,331
- in Healthcare & Social Assistance (16,916 peers)
- +8.4%
- assets growth YoY
Michael D. Roth, Dds, LLC. 401(k) Plan among the smaller filed plans by assets
Michael D. Roth, Dds, LLC. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,745,927 28th percentile higher than 28% 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
Michael D. Roth, Dds, LLC. 401(k) 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. Michael D. Roth, Dds, LLC. 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Michael D. Roth, Dds, LLC. 401(k) Plan reported net income fell from $214K in the plan year 2023 filing to $135K in the plan year 2024 filing.
- Michael D. Roth, Dds, LLC. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 270238869 · Michael D. Roth, Dds, LLC PY 2024 · 401(k)
Michael D. Roth, Dds, LLC. 401(k) Plan · $2M · 3 · 28th
- BOOK $2M
- BOOK 3
- BOOK 28th
- BOOK 401(k)
- BOOK near Samaki Inc 401(k) Profit Sharing Plan & Trust
- BOOK ind #4331
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 Pennsylvania →
Michael D. Roth, Dds, LLC. 401(k) Plan in the asset neighbourhood
Michael D. Roth, Dds, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Michael D. Roth, Dds, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 25.031742632952042% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Michael D. Roth, Dds, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $135K |
| Employer EIN | 270238869 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Michael D. Roth, Dds, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Samaki Inc 401(k) Profit Sharing Plan & Trust in NY ($2M); 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 ($2M 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.