401(k) · DOL Form 5500 · 2024

Rochester Periodontal Group PC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
25th
Percentile by assets National rank
$181,981
Avg per participant Above avg balance/head
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Official DOL plan name: Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust · Sponsored by Rochester Periodontal Group PC · New York · Healthcare & Social Assistance

$1M in assets, 7 participants

Rochester Periodontal Group PC's Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 7 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.

  • #3,641 in Healthcare & Social Assistance (16,916 peers)

Rochester Periodontal Group PC multi-year trail

Rochester Periodontal Group PC's plans moved +49.5% in assets from 2022 to 2024; this filing shows Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust at $1M / 7 participants.

#3,641
in Healthcare & Social Assistance (16,916 peers)
+26.4%
assets growth YoY

Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,273,865 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

Rochester Periodontal Group PC 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. Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust reported net income rose from $155K in the plan year 2023 filing to $266K in the plan year 2024 filing.
  • Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 161019885 · Rochester Periodontal Group PC PY 2024 · 401(k)

Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust · $1M · 7 · 25th

  • PHOTO $1M
  • IND 7
  • EOY 25th
  • 5500 401(k)
  • ASSETS near Quartet Technology Inc 401(k) Profit Sharing Plan & Trust
  • PCT ind #3641

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 New York →

Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Rochester Periodontal Group PC 401(k) Profit Sharing Plan & TrustRochester Periodontal Group …$1MQuartet Technology Inc 401(k) Profit Sharing Plan & TrustQuartet Technology Inc 401(k…$1MOutback Engineering 401(k) PlanOutback Engineering 401(k) P…$1MBkl Enterprises Retirement PlanBkl Enterprises Retirement P…$1MArchangel Homes, Inc. 401(k) PlanArchangel Homes, Inc. 401(k)…$1M
End-of-year total assets ($M) among Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rochester Periodontal Group PC multi-year asset trail

Sponsor-wide plan assets over time

All Rochester Periodontal Group PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 49.452750210300195% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.85M $1.27M ▲ +49.4%
Year Plans Participants Total Assets
2022 1 8 $852K
2023 1 7 $1M
2024 1 7 $1M

Rochester Periodontal Group PC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$266K
Employer EIN161019885
Plan Effective Date1978-12-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001273865 · Participants: 7Rochester Periodontal Group PC 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Quartet Technology Inc 401(k) Profit Sharing Plan & Trust in MA ($1M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust grew sharply - up 26.4% during 2024, from $1M to $1M. Reported net income was $266K.
How have Rochester Periodontal Group PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rochester Periodontal Group PC's sponsor-wide assets grew 49.5%, from $852K to $1M.
Where does Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust 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 Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Quartet Technology Inc 401(k) Profit Sharing Plan & Trust in MA ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Rochester Periodontal Group PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A 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 161019885.

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.