401(k) · DOL Form 5500 · 2024

Justin Russo, Dds, PA 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
28th
Percentile by assets National rank
$206,938
Avg per participant Above avg balance/head
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Official DOL plan name: Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust · Sponsored by Justin Russo, Dds, PA · North Carolina · Healthcare & Social Assistance

$2M in assets, 8 participants

Justin Russo, Dds, PA's Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,191 in Healthcare & Social Assistance (16,916 peers)

Justin Russo, Dds, PA multi-year trail

Justin Russo, Dds, PA's plans moved +34.3% in assets from 2023 to 2024; this filing shows Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust at $2M / 8 participants.

#4,191
in Healthcare & Social Assistance (16,916 peers)
+34.3%
assets growth YoY

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,655,505 28th percentile higher than 28% 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

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust reported net income rose from $304K in the plan year 2023 filing to $423K in the plan year 2024 filing.
  • Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 824280502 · Justin Russo, Dds, PA PY 2024 · 401(k)

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust · $2M · 8 · 28th

  • EBSA $2M
  • PART 8
  • TYPE 28th
  • NET 401(k)
  • BOOK near Provenio Capital, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #4191

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 North Carolina →

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & TrustJustin Russo, Dds, PA 401(k)…$2MProvenio Capital, Inc. 401(k) Profit Sharing PlanProvenio Capital, Inc. 401(k…$2MSunray Heating, Inc. 401(k) PlanSunray Heating, Inc. 401(k) …$2MBenihana Restaurant Employees 401(k) PlanBenihana Restaurant Employee…$2MBaldwin Metals Company, Inc. 401(k) PlanBaldwin Metals Company, Inc.…$2M
End-of-year total assets ($M) among Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Justin Russo, Dds, PA multi-year asset trail

Sponsor-wide plan assets over time

All Justin Russo, Dds, PA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.281997019930124% vs 2023
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 20232024 $1.23M $1.66M ▲ +35.0%
Year Plans Participants Total Assets
2023 1 9 $1M
2024 1 8 $2M

Justin Russo, Dds, PA filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$423K
Employer EIN824280502
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001655505 · Participants: 8Justin Russo, Dds, PA 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Provenio Capital, Inc. 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust surged - up 34.3% during 2024, from $1M to $2M. Reported net income was $423K.
How have Justin Russo, Dds, PA plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Justin Russo, Dds, PA's sponsor-wide assets grew 34.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Provenio Capital, Inc. 401(k) Profit Sharing Plan in CA ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 824280502.

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.