401(k) · DOL Form 5500 · 2024

David R. Plotner, M.D., a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$215K
Total assets Small plan by assets
4
Participants Small participant base
11th
Percentile by assets National rank
$53,712
Avg per participant Low balance/head
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Official DOL plan name: David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan · Sponsored by David R. Plotner, M.D., a Professional Corporation · California · Healthcare & Social Assistance

$215K in assets, 4 participants

David R. Plotner, M.D., a Professional Corporation's David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan reported $215K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,285 in Healthcare & Social Assistance (16,916 peers)

David R. Plotner, M.D., a Professional Corporation multi-year trail

David R. Plotner, M.D., a Professional Corporation's plans moved -59.2% in assets from 2022 to 2024; this filing shows David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan at $215K / 4 participants.

#1,285
in Healthcare & Social Assistance (16,916 peers)
+19.0%
assets growth YoY

David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets

David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$214,846 11th percentile higher than 11% 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

David R. Plotner, M.D., a Professional Corporation 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. David R. Plotner, M.D., a Professional Corporation 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

  • David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan reported net income rose from -$346K in the plan year 2023 filing to $34K in the plan year 2024 filing.
  • David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $181K in the plan year 2023 filing to $215K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330065299 · David R. Plotner, M.D., a Professional Corporation PY 2024 · 401(k)

David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan · $215K · 4 · 11th

  • IND $215K
  • EOY 4
  • 5500 11th
  • ASSETS 401(k)
  • PCT near Revolutionary Enterprises, Inc. 401(k) Plan
  • EIN ind #1285

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 California →

David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing PlanDavid R. Plotner, M.D., a Pr…$215KRevolutionary Enterprises, Inc. 401(k) PlanRevolutionary Enterprises, I…$215KRiverdale Holding Group, Inc. 401(k) PlanRiverdale Holding Group, Inc…$215KBjeck Holdings, Inc. 401(k) Profit Sharing PlanBjeck Holdings, Inc. 401(k) …$215KHartley Diversified Hauling, Inc. 401(k) Profit Sharing PlanHartley Diversified Hauling,…$215K
End-of-year total assets ($M) among David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

David R. Plotner, M.D., a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All David R. Plotner, M.D., a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$215K 59.197727108710595% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.53M $0.21M ▼ -60.4%
Year Plans Participants Total Assets
2022 1 5 $527K
2023 1 4 $181K
2024 1 4 $215K

David R. Plotner, M.D., a Professional Corporation filing trail (2024)

Total Assets (Beginning of Year)$181K
Net Assets (End of Year)$215K
Net Income$34K
Employer EIN330065299
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.000214846 · Participants: 4David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Revolutionary Enterprises, Inc. 401(k) Plan in NH ($215K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan assets move in 2024? ▼
David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan grew sharply - up 19.0% during 2024, from $181K to $215K. Reported net income was $34K.
How have David R. Plotner, M.D., a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David R. Plotner, M.D., a Professional Corporation's sponsor-wide assets declined 59.2%, from $527K to $215K.
Where does David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Revolutionary Enterprises, Inc. 401(k) Plan in NH ($215K, 2 participants).
Which 401(k) plans cover a similar participant headcount to David R. Plotner, M.D., a Professional Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 330065299.

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.