401(k) · DOL Form 5500 · 2024
Paul C. Brooks, D.M.D., PLLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $253,184
- Avg per participant Above avg balance/head
Official DOL plan name: Paul C. Brooks, D.M.D., PLLC 401(k) Profit Sharing Plan · Sponsored by Paul C. Brooks, D.M.D., PLLC · Kentucky · Healthcare & Social Assistance
$1M in assets, 4 participants
Paul C. Brooks, D.M.D., PLLC's Paul C. Brooks, D.M.D., PLLC 401(k) Profit Sharing Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,238 in Healthcare & Social Assistance (16,916 peers)
Paul C. Brooks, D.M.D., PLLC multi-year trail
Paul C. Brooks, D.M.D., PLLC's plans moved -15.1% in assets from 2022 to 2024; this filing shows Paul C. Brooks, D.M.D., PLLC 401(k) Profit Sharing Plan at $1M / 4 participants.
- #3,238
- in Healthcare & Social Assistance (16,916 peers)
- -11.5%
- assets change YoY
The plan reported a net loss of $131K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Paul C. Brooks, D.M.D., PLLC 401(k) Profit Sharing Plan among the smaller filed plans by assets
Paul C. Brooks, D.M.D., PLLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,012,736 23rd percentile higher than 23% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Paul C. Brooks, D.M.D., PLLC 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. Paul C. Brooks, D.M.D., PLLC 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
- Paul C. Brooks, D.M.D., PLLC 401(k) Profit Sharing Plan reported net income fell from -$49K in the plan year 2023 filing to -$131K in the plan year 2024 filing.
- Paul C. Brooks, D.M.D., PLLC 401(k) Profit Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Paul C. Brooks, D.M.D., PLLC 401(k) Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 610991938 · Paul C. Brooks, D.M.D., PLLC PY 2024 · 401(k)
Paul C. Brooks, D.M.D., PLLC 401(k) Profit Sharing Plan · $1M · 4 · 23rd
- IND $1M
- IND 4
- IND 23rd
- IND 401(k)
- IND near Southeast Lawn Care, Inc. - Pension Transfer Trust Plan
- IND ind #3238
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 Kentucky →
Paul C. Brooks, D.M.D., PLLC 401(k) Profit Sharing Plan in the asset neighbourhood
Paul C. Brooks, D.M.D., PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Paul C. Brooks, D.M.D., PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 15.095481700947525% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 4 | $1M |
Paul C. Brooks, D.M.D., PLLC filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$131K |
| Employer EIN | 610991938 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Paul C. Brooks, D.M.D., PLLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Southeast Lawn Care, Inc. - Pension Transfer Trust Plan in SC ($1M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 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 (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.