401(k) · DOL Form 5500 · 2024

Jayesh S Patel Dds PA 401(k) Plan

Data updated 2026-08-25

$84K
Total assets Small plan by assets
9
Participants Small participant base
5th
Percentile by assets National rank
$9,297
Avg per participant Low balance/head
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Official DOL plan name: Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust · Sponsored by Jayesh S Patel Dds PA · Texas · Other Services

$84K in assets, 9 participants

Jayesh S Patel Dds PA's Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust reported $84K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #854 in Other Services (7,719 peers)

Jayesh S Patel Dds PA multi-year trail

Jayesh S Patel Dds PA's plans moved -12.6% in assets from 2022 to 2024; this filing shows Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust at $84K / 9 participants.

#854
in Other Services (7,719 peers)
+97.8%
assets growth YoY

Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$83,670 5th percentile higher than 5% 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

Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust reported net income rose from -$53K in the plan year 2023 filing to $41K in the plan year 2024 filing.
  • Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $42K in the plan year 2023 filing to $84K in the plan year 2024 filing.
  • Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust reported participants rose from 7 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 203566981 · Jayesh S Patel Dds PA PY 2024 · 401(k)

Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust · $84K · 9 · 5th

  • IND $84K
  • EOY 9
  • 5500 5th
  • ASSETS 401(k)
  • PCT near Canonaco Group Inc. Retirement Plan
  • EIN ind #854

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 Other Services retirement plans → · Plans in Texas →

Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & TrustJayesh S Patel Dds PA 401(k)…$84KCanonaco Group Inc. Retirement PlanCanonaco Group Inc. Retireme…$84KLenticular Limited Inc. 401(k) PlanLenticular Limited Inc. 401(…$84KSouthwest Fabricating Inc. 401(k) PlanSouthwest Fabricating Inc. 4…$84KSeason of Lights Productions I 401(k) Profit Sharing Plan & TrustSeason of Lights Productions…$84K
End-of-year total assets ($M) among Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jayesh S Patel Dds PA multi-year asset trail

Sponsor-wide plan assets over time

All Jayesh S Patel Dds PA plans reported in each filing year

Latest sponsor-wide plan assets
$84K 12.603409375783404% vs 2022
2024 filing year
$0.02M$0.04M$0.06M$0.08M$0.1M$0.12M 202220232024 $0.1M $0.08M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 4 $96K
2023 1 7 $42K
2024 1 9 $84K

Jayesh S Patel Dds PA filing trail (2024)

Total Assets (Beginning of Year)$42K
Net Assets (End of Year)$84K
Net Income$41K
Employer EIN203566981
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00008367 · Participants: 9Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Canonaco Group Inc. Retirement Plan in KY ($84K); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust surged - up 97.8% during 2024, from $42K to $84K. Reported net income was $41K.
How have Jayesh S Patel Dds PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jayesh S Patel Dds PA's sponsor-wide assets declined 12.6%, from $96K to $84K.
Where does Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Canonaco Group Inc. Retirement Plan in KY ($84K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Jayesh S Patel Dds PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 203566981.

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.