401(k) · DOL Form 5500 · 2024
John M. Fish, Dds, PA 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $542,996
- Avg per participant High balance/head
Official DOL plan name: John M. Fish, Dds, PA 401(k) Profit Sharing Plan · Sponsored by John M. Fish, Dds, PA · North Carolina · Healthcare & Social Assistance
$3M in assets, 5 participants
John M. Fish, Dds, PA's John M. Fish, Dds, PA 401(k) Profit Sharing Plan reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,500 in Healthcare & Social Assistance (16,916 peers)
John M. Fish, Dds, PA multi-year trail
John M. Fish, Dds, PA's plans moved -10.7% in assets from 2022 to 2024; this filing shows John M. Fish, Dds, PA 401(k) Profit Sharing Plan at $3M / 5 participants.
- #5,500
- in Healthcare & Social Assistance (16,916 peers)
- -24.9%
- assets change YoY
The plan reported a net loss of $899K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
John M. Fish, Dds, PA 401(k) Profit Sharing Plan among the smaller filed plans by assets
John M. Fish, Dds, PA 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,714,978 33rd percentile higher than 33% 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
John M. Fish, Dds, PA 401(k) Profit Sharing 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. John M. Fish, Dds, PA 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- John M. Fish, Dds, PA 401(k) Profit Sharing Plan reported net income fell from $477K in the plan year 2023 filing to -$899K in the plan year 2024 filing.
- John M. Fish, Dds, PA 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- John M. Fish, Dds, PA 401(k) Profit Sharing Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 561496107 · John M. Fish, Dds, PA PY 2024 · 401(k)
John M. Fish, Dds, PA 401(k) Profit Sharing Plan · $3M · 5 · 33rd
- BOOK $3M
- VS-ST 5
- BOY 33rd
- SCH 401(k)
- EBSA near American Sound & Electronics, Inc. 401(k) Plan
- PART ind #5500
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 North Carolina →
John M. Fish, Dds, PA 401(k) Profit Sharing Plan in the asset neighbourhood
John M. Fish, Dds, PA multi-year asset trail
Sponsor-wide plan assets over time
All John M. Fish, Dds, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 10.683043640786616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9 | $4M |
| 2023 | 2 | 11 | $5M |
| 2024 | 2 | 9 | $4M |
John M. Fish, Dds, PA filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$899K |
| Employer EIN | 561496107 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
John M. Fish, Dds, PA 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is American Sound & Electronics, Inc. 401(k) Plan in KY ($3M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- American Sound & Electronics, Inc. 401(k) Plan (KY) $3M · 162
- Kdw Automotive 401(k) Plan (CA) $3M · 114
- Coccia Ford Inc 401(k) Plan (PA) $3M · 89
- Venus Construction Company 401(k) Plan (TX) $3M · 149
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.