401(k) · DOL Form 5500 · 2022

Dan Rosen, D.D.S., a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
44th
Percentile by assets National rank
$295,319
Avg per participant High balance/head
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Official DOL plan name: Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan · Sponsored by Dan Rosen, D.D.S., a Professional Corporation · California · Healthcare & Social Assistance

$4M in assets, 12 participants

Dan Rosen, D.D.S., a Professional Corporation's Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan reported $4M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,640 in Healthcare & Social Assistance (20,060 peers)

Dan Rosen, D.D.S., a Professional Corporation multi-year trail

Dan Rosen, D.D.S., a Professional Corporation's plans moved +277.5% in assets from 2022 to 2024; this filing shows Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan at $4M / 12 participants.

#9,640
in Healthcare & Social Assistance (20,060 peers)
-12.6%
assets change YoY

The plan reported a net loss of $510K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,543,823 44th percentile higher than 44% of 139,123 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 2022

Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 911954811 · Dan Rosen, D.D.S., a Professional Corporation PY 2022 · 401(k)

Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan · $4M · 12 · 44th

  • ASSETS $4M
  • PCT 12
  • EIN 44th
  • RANK 401(k)
  • PHOTO near Chapman & Prime 401(k) Profit Sharing Plan
  • IND ind #9640

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 California →

Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan in the asset neighbourhood

Dan Rosen, D.D.S., a Professional Corporation Profit Sharing PlanDan Rosen, D.D.S., a Profess…$4MChapman & Prime 401(k) Profit Sharing PlanChapman & Prime 401(k) Profi…$4MChapman & Prime 401(k) Profit Sharing PlanChapman & Prime 401(k) Profi…$4MComanche Construction, Inc. Profit Sharing PlanComanche Construction, Inc. …$4MKohl Marketing, Inc 401(k) Profit Sharing Plan and TrustKohl Marketing, Inc 401(k) P…$4M
End-of-year total assets ($M) among Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dan Rosen, D.D.S., a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Dan Rosen, D.D.S., a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 277.5273200721368% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $3.54M $13.4M ▲ +278.0%
Year Plans Participants Total Assets
2022 1 12 $4M
2023 1 11 $4M
2024 3 49 $13M

Dan Rosen, D.D.S., a Professional Corporation filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$510K
Employer EIN911954811
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan, Total assets ($B): 0.003543823 · Participants: 12Dan Rosen, D.D.S., a Professional Corporation Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan side-by-side with 3 peers →

Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chapman & Prime 401(k) Profit Sharing Plan in AL ($4M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan assets move in 2022? ▼
Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan pulled back noticeably - down 12.6% during 2022, from $4M to $4M. Reported net income was -$510K.
How have Dan Rosen, D.D.S., a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dan Rosen, D.D.S., a Professional Corporation's sponsor-wide assets grew 277.5%, from $4M to $13M.
Which 401(k) plans are similar in size to Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chapman & Prime 401(k) Profit Sharing Plan in AL ($4M, 682 participants).
Which 401(k) plans cover a similar participant headcount to Dan Rosen, D.D.S., a Professional Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911954811.

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.