401(k) · DOL Form 5500 · 2024
Robert & Dawn Lagone Dpm PC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $328,329
- Avg per participant High balance/head
Official DOL plan name: Robert & Dawn Lagone Dpm PC 401(k) Profit Sharing Plan · Sponsored by Robert & Dawn Lagone Dpm PC · Iowa · Healthcare & Social Assistance
$3M in assets, 8 participants
Robert & Dawn Lagone Dpm PC's Robert & Dawn Lagone Dpm PC 401(k) Profit Sharing Plan reported $3M in total assets and 8 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.
- #5,402 in Healthcare & Social Assistance (16,916 peers)
Robert & Dawn Lagone Dpm PC multi-year trail
Robert & Dawn Lagone Dpm PC's plans moved +10.3% in assets from 2023 to 2024; this filing shows Robert & Dawn Lagone Dpm PC 401(k) Profit Sharing Plan at $3M / 8 participants.
- #5,402
- in Healthcare & Social Assistance (16,916 peers)
- +10.3%
- assets growth YoY
Robert & Dawn Lagone Dpm PC 401(k) Profit Sharing Plan among the smaller filed plans by assets
Robert & Dawn Lagone Dpm PC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,626,629 32nd percentile higher than 32% 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
Robert & Dawn Lagone Dpm PC 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. Robert & Dawn Lagone Dpm PC 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert & Dawn Lagone Dpm PC 401(k) Profit Sharing Plan reported net income rose from $127K in the plan year 2023 filing to $246K in the plan year 2024 filing.
- Robert & Dawn Lagone Dpm PC 401(k) Profit Sharing Plan reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.
- Robert & Dawn Lagone Dpm PC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 205485960 · Robert & Dawn Lagone Dpm PC PY 2024 · 401(k)
Robert & Dawn Lagone Dpm PC 401(k) Profit Sharing Plan · $3M · 8 · 32nd
- EIN $3M
- RANK 8
- PHOTO 32nd
- IND 401(k)
- EOY near Am Exclusive Business Machines, Inc. Sal Sav Plan
- 5500 ind #5402
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 Iowa →
Robert & Dawn Lagone Dpm PC 401(k) Profit Sharing Plan in the asset neighbourhood
Robert & Dawn Lagone Dpm PC multi-year asset trail
Sponsor-wide plan assets over time
All Robert & Dawn Lagone Dpm PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 10.341978219189361% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 9 | $2M |
| 2024 | 1 | 8 | $3M |
Robert & Dawn Lagone Dpm PC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $246K |
| Employer EIN | 205485960 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Robert & Dawn Lagone Dpm PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Am Exclusive Business Machines, Inc. Sal Sav Plan in NY ($3M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
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.