401(k) · DOL Form 5500 · 2024

Scot E Burgess Dmd PC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
36th
Percentile by assets National rank
$3.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Scot E Burgess Dmd PC 401(k) Plan · Sponsored by Scot E Burgess Dmd PC · Arizona · Healthcare & Social Assistance

$3M in assets, 1 participants

Scot E Burgess Dmd PC's Scot E Burgess Dmd PC 401(k) Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,250 in Healthcare & Social Assistance (16,916 peers)

Scot E Burgess Dmd PC multi-year trail

Scot E Burgess Dmd PC's plans moved +22.8% in assets from 2022 to 2024; this filing shows Scot E Burgess Dmd PC 401(k) Plan at $3M / 1 participant.

#6,250
in Healthcare & Social Assistance (16,916 peers)
+8.8%
assets growth YoY

Scot E Burgess Dmd PC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Scot E Burgess Dmd PC 401(k) Plan vs every filed plan by assets

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

$3,450,794 36th percentile higher than 36% 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

Scot E Burgess Dmd PC 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. Scot E Burgess Dmd PC 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Scot E Burgess Dmd PC 401(k) Plan reported net income fell from $364K in the plan year 2023 filing to $278K in the plan year 2024 filing.
  • Scot E Burgess Dmd PC 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 931284626 · Scot E Burgess Dmd PC PY 2024 · 401(k)

Scot E Burgess Dmd PC 401(k) Plan · $3M · 1 · 36th

  • PCT $3M
  • PCT 1
  • PCT 36th
  • PCT 401(k)
  • PCT near Del Zotto Products of Florida 401(k) Plan
  • PCT ind #6250

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 Arizona →

Scot E Burgess Dmd PC 401(k) Plan in the asset neighbourhood

Scot E Burgess Dmd PC 401(k) PlanScot E Burgess Dmd PC 401(k)…$3MDel Zotto Products of Florida 401(k) PlanDel Zotto Products of Florid…$3MSwb Holdings, Inc. Employee Stock Ownership PlanSwb Holdings, Inc. Employee …$3MJudkins Glatt & Rich LLP, 401(k) Profit Sharing PlanJudkins Glatt & Rich LLP, 40…$3MThe Signature Real Estate Companies 401(k) PlanThe Signature Real Estate Co…$3M
End-of-year total assets ($M) among Scot E Burgess Dmd PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scot E Burgess Dmd PC multi-year asset trail

Sponsor-wide plan assets over time

All Scot E Burgess Dmd PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.84615688579396% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.81M $3.45M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 1 $3M
2024 1 1 $3M

Scot E Burgess Dmd PC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$278K
Employer EIN931284626
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Scot E Burgess Dmd PC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Scot E Burgess Dmd PC 401(k) Plan, Total assets ($B): 0.003450794 · Participants: 1Scot E Burgess Dmd PC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Scot E Burgess Dmd PC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Scot E Burgess Dmd PC 401(k) Plan side-by-side with 3 peers →

Scot E Burgess Dmd PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Del Zotto Products of Florida 401(k) Plan in FL ($3M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Scot E Burgess Dmd PC 401(k) Plan assets move in 2024? ▼
Scot E Burgess Dmd PC 401(k) Plan grew at a solid clip - up 8.8% during 2024, from $3M to $3M. Reported net income was $278K.
How have Scot E Burgess Dmd PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scot E Burgess Dmd PC's sponsor-wide assets grew 22.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Scot E Burgess Dmd PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Del Zotto Products of Florida 401(k) Plan in FL ($3M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Scot E Burgess Dmd PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 931284626.

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.