401(k) · DOL Form 5500 · 2024

Jeffrey S Almond 401(k) Plan

Data updated 2026-08-25

$876K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$219,119
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Almond Dental 401(k) Profit Sharing Plan & Trust · Sponsored by Jeffrey S Almond · Utah · Healthcare & Social Assistance

$876K in assets, 4 participants

Jeffrey S Almond's Almond Dental 401(k) Profit Sharing Plan & Trust reported $876K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,005 in Healthcare & Social Assistance (16,916 peers)

Jeffrey S Almond multi-year trail

Jeffrey S Almond's plans moved +178.7% in assets from 2022 to 2024; this filing shows Almond Dental 401(k) Profit Sharing Plan & Trust at $876K / 4 participants.

#3,005
in Healthcare & Social Assistance (16,916 peers)
+74.3%
assets growth YoY

Almond Dental 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Almond Dental 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$876,477 22nd percentile higher than 22% 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

Almond Dental 401(k) Profit Sharing Plan & 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. Almond Dental 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Almond Dental 401(k) Profit Sharing Plan & Trust reported net income rose from $188K in the plan year 2023 filing to $373K in the plan year 2024 filing.
  • Almond Dental 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $503K in the plan year 2023 filing to $876K in the plan year 2024 filing.
  • Almond Dental 401(k) Profit Sharing Plan & Trust reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 870670815 · Jeffrey S Almond PY 2024 · 401(k)

Almond Dental 401(k) Profit Sharing Plan & Trust · $876K · 4 · 22nd

  • VS-ST $876K
  • VS-ST 4
  • VS-ST 22nd
  • VS-ST 401(k)
  • VS-ST near Jawlaw, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #3005

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 Utah →

Almond Dental 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Almond Dental 401(k) Profit Sharing Plan & TrustAlmond Dental 401(k) Profit …$876KJawlaw, Inc. 401(k) Profit Sharing PlanJawlaw, Inc. 401(k) Profit S…$876KBrothers and Sisters Cleaning Services, Inc. 401(k) PlanBrothers and Sisters Cleanin…$876KA.E.T. Services, Inc. 401(k) PlanA.E.T. Services, Inc. 401(k)…$877KCuc Frame Real Estate Investment Inc. 401(k) Profit Sharing PlanCuc Frame Real Estate Invest…$877K
End-of-year total assets ($M) among Almond Dental 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jeffrey S Almond multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey S Almond plans reported in each filing year

Latest sponsor-wide plan assets
$876K 178.6916886329599% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.31M $0.88M ▲ +183.9%
Year Plans Participants Total Assets
2022 1 3 $314K
2023 1 5 $503K
2024 1 4 $876K

Jeffrey S Almond filing trail (2024)

Total Assets (Beginning of Year)$503K
Net Assets (End of Year)$876K
Net Income$373K
Employer EIN870670815
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Almond Dental 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Almond Dental 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000876477 · Participants: 4Almond Dental 401(k) Profit Sharing Plan & TrustIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Almond Dental 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Almond Dental 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Almond Dental 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Jawlaw, Inc. 401(k) Profit Sharing Plan in GA ($876K); 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 Almond Dental 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Almond Dental 401(k) Profit Sharing Plan & Trust surged - up 74.3% during 2024, from $503K to $876K. Reported net income was $373K.
How have Jeffrey S Almond plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey S Almond's sponsor-wide assets grew 178.7%, from $314K to $876K.
Where does Almond Dental 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Almond Dental 401(k) Profit Sharing Plan & Trust ranks in the 22nd 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 Almond Dental 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jawlaw, Inc. 401(k) Profit Sharing Plan in GA ($876K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Almond Dental 401(k) Profit Sharing Plan & Trust? ▼
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 870670815.

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.