401(k) · DOL Form 5500 · 2024
Steven M. Peck, Dmd 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $602,909
- Avg per participant High balance/head
Official DOL plan name: Steven M. Peck, D.M.D., Retirement Plan - 401(k) Profit Sharing Plan · Sponsored by Steven M. Peck, Dmd · Oregon · Healthcare & Social Assistance
$2M in assets, 4 participants
Steven M. Peck, Dmd's Steven M. Peck, D.M.D., Retirement Plan - 401(k) Profit Sharing Plan reported $2M in total assets and 4 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.
- #5,146 in Healthcare & Social Assistance (16,916 peers)
Steven M. Peck, Dmd multi-year trail
Steven M. Peck, Dmd's plans moved +20.9% in assets from 2022 to 2024; this filing shows Steven M. Peck, D.M.D., Retirement Plan - 401(k) Profit Sharing Plan at $2M / 4 participants.
- #5,146
- in Healthcare & Social Assistance (16,916 peers)
- +8.3%
- assets growth YoY
Steven M. Peck, D.M.D., Retirement Plan - 401(k) Profit Sharing Plan among the smaller filed plans by assets
Steven M. Peck, D.M.D., Retirement Plan - 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,411,635 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
Steven M. Peck, D.M.D., Retirement Plan - 401(k) 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. Steven M. Peck, D.M.D., Retirement Plan - 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Steven M. Peck, D.M.D., Retirement Plan - 401(k) Profit Sharing Plan reported net income fell from $233K in the plan year 2023 filing to $184K in the plan year 2024 filing.
- Steven M. Peck, D.M.D., Retirement Plan - 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 931291980 · Steven M. Peck, Dmd PY 2024 · 401(k)
Steven M. Peck, D.M.D., Retirement Plan - 401(k) Profit Sharing Plan · $2M · 4 · 31st
- 5500 $2M
- ASSETS 4
- PCT 31st
- EIN 401(k)
- RANK near Horizon Management, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #5146
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 Oregon →
Steven M. Peck, D.M.D., Retirement Plan - 401(k) Profit Sharing Plan in the asset neighbourhood
Steven M. Peck, Dmd multi-year asset trail
Sponsor-wide plan assets over time
All Steven M. Peck, Dmd plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 20.901473947855102% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $2M |
Steven M. Peck, Dmd filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $184K |
| Employer EIN | 931291980 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Steven M. Peck, D.M.D., Retirement Plan - 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Horizon Management, Inc. 401(k) Profit Sharing Plan in OH ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Horizon Management, Inc. 401(k) Profit Sharing Plan (OH) $2M · 266
- West Coast Self-Storage Retirement Plan (WA) $2M · 197
- Money Metals 401(k) Plan (NC) $2M · 94
- Main Attractions 401(k) Plan (NJ) $2M · 25
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.