401(k) · DOL Form 5500 · 2024

Rollins & Petersen Orthodontics, PLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
20
Participants Small participant base
38th
Percentile by assets National rank
$197,614
Avg per participant Above avg balance/head
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Official DOL plan name: Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan · Sponsored by Rollins & Petersen Orthodontics, PLC · Arizona · Healthcare & Social Assistance

$4M in assets, 20 participants

Rollins & Petersen Orthodontics, PLC's Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan reported $4M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,716 in Healthcare & Social Assistance (16,916 peers)

Rollins & Petersen Orthodontics, PLC multi-year trail

Rollins & Petersen Orthodontics, PLC's plans moved +36.3% in assets from 2022 to 2024; this filing shows Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan at $4M / 20 participants.

#6,716
in Healthcare & Social Assistance (16,916 peers)
+14.4%
assets growth YoY

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,952,277 38th percentile higher than 38% 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

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan reported net income fell from $554K in the plan year 2023 filing to $499K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 208109924 · Rollins & Petersen Orthodontics, PLC PY 2024 · 401(k)

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan · $4M · 20 · 38th

  • EIN $4M
  • RANK 20
  • PHOTO 38th
  • IND 401(k)
  • EOY near The Millennia Housing Management, Ltd. 401(k) Plan
  • 5500 ind #6716

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 Arizona →

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan in the asset neighbourhood

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing PlanRollins & Petersen Orthodont…$4MThe Millennia Housing Management, Ltd. 401(k) PlanThe Millennia Housing Manage…$4MSeymour-Midwest Retirement PlanSeymour-Midwest Retirement P…$4MKellex Corporation 401(k) PlanKellex Corporation 401(k) Pl…$4MSwk Management, Inc. 401(k) PlanSwk Management, Inc. 401(k) …$4M
End-of-year total assets ($M) among Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rollins & Petersen Orthodontics, PLC multi-year asset trail

Sponsor-wide plan assets over time

All Rollins & Petersen Orthodontics, PLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 36.320434042538515% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.9M $3.95M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 20 $3M
2024 1 20 $4M

Rollins & Petersen Orthodontics, PLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$499K
Employer EIN208109924
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan, Total assets ($B): 0.003952277 · Participants: 20Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is The Millennia Housing Management, Ltd. 401(k) Plan in OH ($4M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan grew at a solid clip - up 14.4% during 2024, from $3M to $4M. Reported net income was $499K.
How have Rollins & Petersen Orthodontics, PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rollins & Petersen Orthodontics, PLC's sponsor-wide assets grew 36.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Millennia Housing Management, Ltd. 401(k) Plan in OH ($4M, 1,151 participants).
Which 401(k) plans cover a similar participant headcount to Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 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 208109924.

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.