401(k) · DOL Form 5500 · 2024

Amy K Lowe, Dds, PC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
24th
Percentile by assets National rank
$154,722
Avg per participant Above avg balance/head
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Official DOL plan name: Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust · Sponsored by Amy K Lowe, Dds, PC · Montana · Healthcare & Social Assistance

$1M in assets, 7 participants

Amy K Lowe, Dds, PC's Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust reported $1M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,342 in Healthcare & Social Assistance (16,916 peers)

Amy K Lowe, Dds, PC multi-year trail

Amy K Lowe, Dds, PC's plans moved +44.5% in assets from 2022 to 2024; this filing shows Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust at $1M / 7 participants.

#3,342
in Healthcare & Social Assistance (16,916 peers)
+18.8%
assets growth YoY

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust among the smaller filed plans by assets

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust vs every filed plan by assets

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

$1,083,054 24th percentile higher than 24% 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

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing 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. Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust end-of-year assets rose from $912K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust reported net income rose from $162K in the plan year 2023 filing to $191K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 204735222 · Amy K Lowe, Dds, PC PY 2024 · 401(k)

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust · $1M · 7 · 24th

  • PCT $1M
  • EIN 7
  • RANK 24th
  • PHOTO 401(k)
  • IND near Structured Soil, Inc. Retirement Plan
  • EOY ind #3342

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 Montana →

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust in the asset neighbourhood

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing TrustAmy K Lowe Dds, a Profession…$1MStructured Soil, Inc. Retirement PlanStructured Soil, Inc. Retire…$1MAce of Haze Enterprise, Inc 401(k) PlanAce of Haze Enterprise, Inc …$1MLos Angeles Apparel 401(k) PlanLos Angeles Apparel 401(k) P…$1MRed Fox Development Company 401(k) PlanRed Fox Development Company …$1M
End-of-year total assets ($M) among Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Amy K Lowe, Dds, PC multi-year asset trail

Sponsor-wide plan assets over time

All Amy K Lowe, Dds, PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.52358966420958% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.75M $1.08M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 6 $749K
2023 1 7 $912K
2024 1 7 $1M

Amy K Lowe, Dds, PC filing trail (2024)

Total Assets (Beginning of Year)$912K
Net Assets (End of Year)$1M
Net Income$191K
Employer EIN204735222
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust, Total assets ($M): 1.083054 · Participants: 7Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing TrustD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust side-by-side with 3 peers →

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Structured Soil, Inc. Retirement Plan in WY ($1M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust assets move in 2024? ▼
Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust grew sharply - up 18.8% during 2024, from $912K to $1M. Reported net income was $191K.
How have Amy K Lowe, Dds, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amy K Lowe, Dds, PC's sponsor-wide assets grew 44.5%, from $749K to $1M.
Where does Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust ranks in the 24th 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 Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Structured Soil, Inc. Retirement Plan in WY ($1M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 204735222.

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.