401(k) · DOL Form 5500 · 2024

James G. Rafael Dds 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
29th
Percentile by assets National rank
$281,522
Avg per participant High balance/head
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Official DOL plan name: James G. Rafael Dds 401(k) Profit Sharing Plan · Sponsored by James G. Rafael Dds · North Carolina · Healthcare & Social Assistance

$2M in assets, 7 participants

James G. Rafael Dds's James G. Rafael Dds 401(k) Profit Sharing Plan reported $2M in total assets and 7 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.

  • #4,625 in Healthcare & Social Assistance (16,916 peers)

James G. Rafael Dds multi-year trail

James G. Rafael Dds's plans moved +13.1% in assets from 2022 to 2024; this filing shows James G. Rafael Dds 401(k) Profit Sharing Plan at $2M / 7 participants.

#4,625
in Healthcare & Social Assistance (16,916 peers)
+5.1%
assets growth YoY

James G. Rafael Dds 401(k) Profit Sharing Plan among the smaller filed plans by assets

James G. Rafael Dds 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,970,656 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

James G. Rafael Dds 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. James G. Rafael Dds 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James G. Rafael Dds 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • James G. Rafael Dds 401(k) Profit Sharing Plan reported net income fell from $132K in the plan year 2023 filing to $96K in the plan year 2024 filing.
  • James G. Rafael Dds 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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 561955069 · James G. Rafael Dds PY 2024 · 401(k)

James G. Rafael Dds 401(k) Profit Sharing Plan · $2M · 7 · 29th

  • VS-ST $2M
  • BOY 7
  • SCH 29th
  • EBSA 401(k)
  • PART near Adolph Kiefer & Associates 401(k) Plan
  • TYPE ind #4625

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 North Carolina →

James G. Rafael Dds 401(k) Profit Sharing Plan in the asset neighbourhood

James G. Rafael Dds 401(k) Profit Sharing PlanJames G. Rafael Dds 401(k) P…$2MAdolph Kiefer & Associates 401(k) PlanAdolph Kiefer & Associates 4…$2MCarex Consulting Group 401(k) PlanCarex Consulting Group 401(k…$2MAlfa Dental Management 401(k) Retirement and Profit Sharing PlanAlfa Dental Management 401(k…$2MCannae Corp 401(k) Profit Sharing Plan & TrustCannae Corp 401(k) Profit Sh…$2M
End-of-year total assets ($M) among James G. Rafael Dds 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

James G. Rafael Dds multi-year asset trail

Sponsor-wide plan assets over time

All James G. Rafael Dds plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.083217609860787% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M 202220232024 $1.74M $1.97M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 7 $2M

James G. Rafael Dds filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$96K
Employer EIN561955069
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

James G. Rafael Dds 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants James G. Rafael Dds 401(k) Profit Sharing Plan, Total assets ($B): 0.001970656 · Participants: 7James G. Rafael Dds 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
James G. Rafael Dds 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare James G. Rafael Dds 401(k) Profit Sharing Plan side-by-side with 3 peers →

James G. Rafael Dds 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Adolph Kiefer & Associates 401(k) Plan in IL ($2M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

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 James G. Rafael Dds 401(k) Profit Sharing Plan assets move in 2024? ▼
James G. Rafael Dds 401(k) Profit Sharing Plan grew at a solid clip - up 5.1% during 2024, from $2M to $2M. Reported net income was $96K.
How have James G. Rafael Dds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James G. Rafael Dds's sponsor-wide assets grew 13.1%, from $2M to $2M.
Which 401(k) plans are similar in size to James G. Rafael Dds 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adolph Kiefer & Associates 401(k) Plan in IL ($2M, 94 participants).
Which 401(k) plans cover a similar participant headcount to James G. Rafael Dds 401(k) Profit Sharing Plan? ▼
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 561955069.

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.