401(k) · DOL Form 5500 · 2024
Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $197,285
- Avg per participant Above avg balance/head
Official DOL plan name: Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan · Sponsored by Jeffrey D. Potter, D.D.S., Inc. · California · Healthcare & Social Assistance
$2M in assets, 12 participants
Jeffrey D. Potter, D.D.S., Inc.'s Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #5,101 in Healthcare & Social Assistance (16,916 peers)
Jeffrey D. Potter, D.D.S., Inc. multi-year trail
Jeffrey D. Potter, D.D.S., Inc.'s plans moved +71.3% in assets from 2022 to 2024; this filing shows Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan at $2M / 12 participants.
- #5,101
- in Healthcare & Social Assistance (16,916 peers)
- +27.1%
- assets growth YoY
Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan among the smaller filed plans by assets
Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,367,415 31st percentile higher than 31% 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
Jeffrey D. Potter, D.D.S., Inc. 401(k) 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. Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan reported participants rose from 10 in the plan year 2023 filing to 12 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 203517395 · Jeffrey D. Potter, D.D.S., Inc. PY 2024 · 401(k)
Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan · $2M · 12 · 31st
- BOOK $2M
- VS-ST 12
- BOY 31st
- SCH 401(k)
- EBSA near Industrial Emergency Services, LLC Profit Sharing Plan
- PART ind #5101
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 California →
Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan in the asset neighbourhood
Jeffrey D. Potter, D.D.S., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jeffrey D. Potter, D.D.S., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 71.32114877216038% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $1M |
| 2023 | 1 | 10 | $2M |
| 2024 | 1 | 12 | $2M |
Jeffrey D. Potter, D.D.S., Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $504K |
| Employer EIN | 203517395 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Industrial Emergency Services, LLC Profit Sharing Plan in LA ($2M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.