401(k) · DOL Form 5500 · 2024

Princeton Orthodontics of Princeton, PA 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
32nd
Percentile by assets National rank
$289,013
Avg per participant High balance/head
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Official DOL plan name: Princeton Orthodontics Retirement Plan · Sponsored by Princeton Orthodontics of Princeton, PA · New Jersey · Healthcare & Social Assistance

$3M in assets, 9 participants

Princeton Orthodontics of Princeton, PA's Princeton Orthodontics Retirement Plan reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,373 in Healthcare & Social Assistance (16,916 peers)

Princeton Orthodontics of Princeton, PA multi-year trail

Princeton Orthodontics of Princeton, PA's plans moved +20.3% in assets from 2022 to 2024; this filing shows Princeton Orthodontics Retirement Plan at $3M / 9 participants.

#5,373
in Healthcare & Social Assistance (16,916 peers)
+2.4%
assets growth YoY

Princeton Orthodontics Retirement Plan among the smaller filed plans by assets

Princeton Orthodontics Retirement Plan vs every filed plan by assets

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

$2,601,118 32nd percentile higher than 32% 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

Princeton Orthodontics Retirement 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. Princeton Orthodontics Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Princeton Orthodontics Retirement Plan reported net income fell from $379K in the plan year 2023 filing to $61K in the plan year 2024 filing.
  • Princeton Orthodontics Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 221980537 · Princeton Orthodontics of Princeton, PA PY 2024 · 401(k)

Princeton Orthodontics Retirement Plan · $3M · 9 · 32nd

  • NET $3M
  • BOOK 9
  • VS-ST 32nd
  • BOY 401(k)
  • SCH near Kelley Health Holdings, Inc. 401(k) Plan
  • EBSA ind #5373

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 Jersey →

Princeton Orthodontics Retirement Plan in the asset neighbourhood

Princeton Orthodontics Retirement PlanPrinceton Orthodontics Retir…$3MKelley Health Holdings, Inc. 401(k) PlanKelley Health Holdings, Inc.…$3MMichael a. Baiker, Dds 401(k) PlanMichael a. Baiker, Dds 401(k…$3MMyers Well Service, Inc. 401(k) PlanMyers Well Service, Inc. 401…$3MIcentris, Inc 401(k) Plan$3M
End-of-year total assets ($M) among Princeton Orthodontics Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Princeton Orthodontics of Princeton, PA multi-year asset trail

Sponsor-wide plan assets over time

All Princeton Orthodontics of Princeton, PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.340231416582235% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.16M $2.6M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 9 $3M
2024 1 9 $3M

Princeton Orthodontics of Princeton, PA filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$61K
Employer EIN221980537
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Princeton Orthodontics Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Princeton Orthodontics Retirement Plan, Total assets ($B): 0.002601118 · Participants: 9Princeton Orthodontics Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Princeton Orthodontics Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Princeton Orthodontics Retirement Plan side-by-side with 3 peers →

Princeton Orthodontics Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kelley Health Holdings, Inc. 401(k) Plan in AL ($3M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Princeton Orthodontics Retirement Plan assets move in 2024? ▼
Princeton Orthodontics Retirement Plan edged up modestly - up 2.4% during 2024, from $3M to $3M. Reported net income was $61K.
How have Princeton Orthodontics of Princeton, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Princeton Orthodontics of Princeton, PA's sponsor-wide assets grew 20.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Princeton Orthodontics Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelley Health Holdings, Inc. 401(k) Plan in AL ($3M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Princeton Orthodontics Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 221980537.

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.