401(k) · DOL Form 5500 · 2024

B. Joe Aday D.D.S., P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: B J Aday Dds PC 401(k) and Profit Sharing Plan · Sponsored by B. Joe Aday D.D.S., P.C. · New Mexico · Healthcare & Social Assistance

$3M in assets, 2 participants

B. Joe Aday D.D.S., P.C.'s B J Aday Dds PC 401(k) and Profit Sharing Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,908 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

B J Aday Dds PC 401(k) and Profit Sharing Plan holds $3M for 2 participants - about $1.6M per participant, in the lower half of filed plans by assets.

#5,908
in Healthcare & Social Assistance (16,916 peers)
-2.4%
assets change YoY

B J Aday Dds PC 401(k) and Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

B J Aday Dds PC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$3,107,823 34th percentile higher than 34% 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

B J Aday Dds PC 401(k) and Profit Sharing 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. B J Aday Dds PC 401(k) and Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • B J Aday Dds PC 401(k) and Profit Sharing Plan reported net income rose from $72K in the plan year 2023 filing to $82K in the plan year 2024 filing.
  • B J Aday Dds PC 401(k) and Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 850294892 · B. Joe Aday D.D.S., P.C. PY 2024 · 401(k)

B J Aday Dds PC 401(k) and Profit Sharing Plan · $3M · 2 · 34th

  • TYPE $3M
  • TYPE 2
  • TYPE 34th
  • TYPE 401(k)
  • TYPE near Qwest Dealer Services, LLC 401(k) Plan
  • TYPE ind #5908

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 Mexico →

B J Aday Dds PC 401(k) and Profit Sharing Plan in the asset neighbourhood

B J Aday Dds PC 401(k) and Profit Sharing PlanB J Aday Dds PC 401(k) and P…$3MQwest Dealer Services, LLC 401(k) PlanQwest Dealer Services, LLC 4…$3MF.M. Callahan & Son, 401(k) Profit Sharing PlanF.M. Callahan & Son, 401(k) …$3MOtterbase 401(k) Plan$3MNorton Museum of Art, Inc 401(k) Profit Sharing PlanNorton Museum of Art, Inc 40…$3M
End-of-year total assets ($M) among B J Aday Dds PC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$82K
Employer EIN850294892
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (B. Joe Aday D.D.S., P.C.)

Sponsor-wide plan assets over time

All B. Joe Aday D.D.S., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.981258530485083% vs 2022
2024 filing year
$3M$3.05M$3.1M$3.15M$3.2M 202220232024 $3.02M $3.11M ▲ +3.0%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $3M

Nearby 401(k) Plans in New Mexico

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

B J Aday Dds PC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants B J Aday Dds PC 401(k) and Profit Sharing Plan, Total assets ($B): 0.003107823 · Participants: 2B J Aday Dds PC 401(k) and Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
B J Aday Dds PC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare B J Aday Dds PC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

B J Aday Dds PC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Qwest Dealer Services, LLC 401(k) Plan in TX ($3M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 B J Aday Dds PC 401(k) and Profit Sharing Plan assets move in 2024? ▼
B J Aday Dds PC 401(k) and Profit Sharing Plan edged down modestly - down 2.4% during 2024, from $3M to $3M. Reported net income was $82K.
How have B. Joe Aday D.D.S., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B. Joe Aday D.D.S., P.C.'s sponsor-wide assets grew 3.0%, from $3M to $3M.
Which 401(k) plans are similar in size to B J Aday Dds PC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qwest Dealer Services, LLC 401(k) Plan in TX ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to B J Aday Dds PC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 850294892.

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.