401(k) · DOL Form 5500 · 2024

David M. Bass M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$612,711
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: David M Bass M.D, P.C. 401(k) Plan · Sponsored by David M. Bass M.D., P.C. · Connecticut · Healthcare & Social Assistance

$2M in assets, 3 participants

David M. Bass M.D., P.C.'s David M Bass M.D, P.C. 401(k) Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,452 in Healthcare & Social Assistance (16,916 peers)

David M. Bass M.D., P.C. multi-year trail

David M. Bass M.D., P.C.'s plans moved +19.2% in assets from 2022 to 2024; this filing shows David M Bass M.D, P.C. 401(k) Plan at $2M / 3 participants.

#4,452
in Healthcare & Social Assistance (16,916 peers)
+2.6%
assets growth YoY

David M Bass M.D, P.C. 401(k) Plan among the smaller filed plans by assets

David M Bass M.D, P.C. 401(k) Plan vs every filed plan by assets

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

$1,838,134 29th percentile higher than 29% 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 M Bass M.D, P.C. 401(k) 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 M Bass M.D, P.C. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David M Bass M.D, P.C. 401(k) Plan reported net income fell from $248K in the plan year 2023 filing to $47K in the plan year 2024 filing.
  • David M Bass M.D, P.C. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061002434 · David M. Bass M.D., P.C. PY 2024 · 401(k)

David M Bass M.D, P.C. 401(k) Plan · $2M · 3 · 29th

  • TYPE $2M
  • TYPE 3
  • TYPE 29th
  • TYPE 401(k)
  • TYPE near Ram Offset Lithographers LLC 401(k) Plan
  • TYPE ind #4452

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 Connecticut →

David M Bass M.D, P.C. 401(k) Plan in the asset neighbourhood

David M Bass M.D, P.C. 401(k) PlanDavid M Bass M.D, P.C. 401(k…$2MRam Offset Lithographers LLC 401(k) PlanRam Offset Lithographers LLC…$2MHillsdale Elevator Company Savings PlanHillsdale Elevator Company S…$2MKinetik It Inc 401(k) Profit Sharing Plan and TrustKinetik It Inc 401(k) Profit…$2MJonathan Willoughby PLC Employee 401(k) Profit Sharing PlanJonathan Willoughby PLC Empl…$2M
End-of-year total assets ($M) among David M Bass M.D, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

David M. Bass M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All David M. Bass M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.169839651100297% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.54M $1.84M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

David M. Bass M.D., P.C. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$47K
Employer EIN061002434
Plan Effective Date2010-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

David M Bass M.D, P.C. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants David M Bass M.D, P.C. 401(k) Plan, Total assets ($B): 0.001838134 · Participants: 3David M Bass M.D, P.C. 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
David M Bass M.D, P.C. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare David M Bass M.D, P.C. 401(k) Plan side-by-side with 3 peers →

David M Bass M.D, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Ram Offset Lithographers LLC 401(k) Plan in OR ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 M Bass M.D, P.C. 401(k) Plan assets move in 2024? ▼
David M Bass M.D, P.C. 401(k) Plan edged up modestly - up 2.6% during 2024, from $2M to $2M. Reported net income was $47K.
How have David M. Bass M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David M. Bass M.D., P.C.'s sponsor-wide assets grew 19.2%, from $2M to $2M.
Which 401(k) plans are similar in size to David M Bass M.D, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ram Offset Lithographers LLC 401(k) Plan in OR ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to David M Bass M.D, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 061002434.

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.