401(k) · DOL Form 5500 · 2024

Dr. Lawrence L. Phan, D.M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
34th
Percentile by assets National rank
$434,580
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan · Sponsored by Dr. Lawrence L. Phan, D.M.D., P.C. · Massachusetts · Healthcare & Social Assistance

$3M in assets, 7 participants

Dr. Lawrence L. Phan, D.M.D., P.C.'s Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan reported $3M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,828 in Healthcare & Social Assistance (16,916 peers)

Dr. Lawrence L. Phan, D.M.D., P.C. multi-year trail

Dr. Lawrence L. Phan, D.M.D., P.C.'s plans moved +37.6% in assets from 2022 to 2024; this filing shows Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan at $3M / 7 participants.

#5,828
in Healthcare & Social Assistance (16,916 peers)
+15.2%
assets growth YoY

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$3,042,057 34th percentile higher than 34% 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

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 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. Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan reported net income fell from $431K in the plan year 2023 filing to $401K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 202223286 · Dr. Lawrence L. Phan, D.M.D., P.C. PY 2024 · 401(k)

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan · $3M · 7 · 34th

  • SCH $3M
  • SCH 7
  • SCH 34th
  • SCH 401(k)
  • SCH near Natural Energy Services Retirement Readiness Plan
  • SCH ind #5828

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 Massachusetts →

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan in the asset neighbourhood

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) PlanDr. Lawrence L. Phan, D.M.D.…$3MNatural Energy Services Retirement Readiness PlanNatural Energy Services Reti…$3MZoetek Medical 401(k) Plan$3MBaum Precision Machining Inc. 401(k) Retirement PlanBaum Precision Machining Inc…$3MPergan Marshall, LLC 401(k) Savings PlanPergan Marshall, LLC 401(k) …$3M
End-of-year total assets ($M) among Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Dr. Lawrence L. Phan, D.M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Lawrence L. Phan, D.M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 37.636870788003826% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.21M $3.04M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 6 $3M
2024 1 7 $3M

Dr. Lawrence L. Phan, D.M.D., P.C. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$401K
Employer EIN202223286
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan, Total assets ($B): 0.003042057 · Participants: 7Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Natural Energy Services Retirement Readiness Plan in KY ($3M); 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 Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan assets move in 2024? ▼
Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan grew sharply - up 15.2% during 2024, from $3M to $3M. Reported net income was $401K.
How have Dr. Lawrence L. Phan, D.M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Lawrence L. Phan, D.M.D., P.C.'s sponsor-wide assets grew 37.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Natural Energy Services Retirement Readiness Plan in KY ($3M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan? ▼
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 202223286.

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.