401(k) · DOL Form 5500 · 2024
Matthew Mastrorocco, D.M.D., P.a. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $113,899
- Avg per participant Below avg balance/head
Official DOL plan name: Matthew Mastrorocco, D.M.D., P.a. Profit Sharing Plan and Trust · Sponsored by Matthew Mastrorocco, D.M.D., P.a. · South Carolina · Healthcare & Social Assistance
$2M in assets, 20 participants
Matthew Mastrorocco, D.M.D., P.a.'s Matthew Mastrorocco, D.M.D., P.a. Profit Sharing Plan and Trust reported $2M in total assets and 20 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.
- #4,986 in Healthcare & Social Assistance (16,916 peers)
Matthew Mastrorocco, D.M.D., P.a. multi-year trail
Matthew Mastrorocco, D.M.D., P.a.'s plans moved +14.6% in assets from 2023 to 2024; this filing shows Matthew Mastrorocco, D.M.D., P.a. Profit Sharing Plan and Trust at $2M / 20 participants.
- #4,986
- in Healthcare & Social Assistance (16,916 peers)
- +14.6%
- assets growth YoY
Matthew Mastrorocco, D.M.D., P.a. Profit Sharing Plan and Trust among the smaller filed plans by assets
Matthew Mastrorocco, D.M.D., P.a. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,277,983 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
Matthew Mastrorocco, D.M.D., P.a. Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matthew Mastrorocco, D.M.D., P.a. Profit Sharing Plan and Trust is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Matthew Mastrorocco, D.M.D., P.a. Profit Sharing Plan and Trust reported net income rose from $173K in the plan year 2023 filing to $290K in the plan year 2024 filing.
- Matthew Mastrorocco, D.M.D., P.a. Profit Sharing Plan and Trust reported participants rose from 12 in the plan year 2023 filing to 20 in the plan year 2024 filing.
- Matthew Mastrorocco, D.M.D., P.a. Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 820562632 · Matthew Mastrorocco, D.M.D., P.a. PY 2024 · 401(k)
Matthew Mastrorocco, D.M.D., P.a. Profit Sharing Plan and Trust · $2M · 20 · 31st
- NET $2M
- NET 20
- NET 31st
- NET 401(k)
- NET near The Brainerd 401(k) Plan
- NET ind #4986
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 South Carolina →
Matthew Mastrorocco, D.M.D., P.a. Profit Sharing Plan and Trust in the asset neighbourhood
Matthew Mastrorocco, D.M.D., P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Matthew Mastrorocco, D.M.D., P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 14.598890827392056% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 12 | $2M |
| 2024 | 1 | 20 | $2M |
Matthew Mastrorocco, D.M.D., P.a. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $290K |
| Employer EIN | 820562632 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Matthew Mastrorocco, D.M.D., P.a. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is The Brainerd 401(k) Plan in WA ($2M); 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 ($2M here).
- The Brainerd 401(k) Plan (WA) $2M · 6
- Rmkm 401(k) Plan (NM) $2M · 11
- Another Axiom 401(k) Plan (CA) $2M · 41
- Vision Search Partners LLC Retirement Plan (CT) $2M · 5
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Aae 401(k) Retirement Plan (MN) 20 · 0 off
- Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
- Aspects Holdings, Inc. 401(k) Plan (AL) 20 · 0 off
- Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.