401(k) · DOL Form 5500 · 2024

Jeffrey L Rumley Dds PA 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
41st
Percentile by assets National rank
$688,255
Avg per participant High balance/head
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Official DOL plan name: Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan · Sponsored by Jeffrey L Rumley Dds PA · North Carolina · Healthcare & Social Assistance

$5M in assets, 7 participants

Jeffrey L Rumley Dds PA's Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan reported $5M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,479 in Healthcare & Social Assistance (16,916 peers)

Jeffrey L Rumley Dds PA multi-year trail

Jeffrey L Rumley Dds PA's plans moved +46.9% in assets from 2022 to 2024; this filing shows Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan at $5M / 7 participants.

#7,479
in Healthcare & Social Assistance (16,916 peers)
+20.3%
assets growth YoY

Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,817,788 41st percentile higher than 41% 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

Jeffrey L Rumley Dds PA Employees' 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. Jeffrey L Rumley Dds PA Employees' 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

  • Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan reported net income rose from $724K in the plan year 2023 filing to $814K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561991249 · Jeffrey L Rumley Dds PA PY 2024 · 401(k)

Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan · $5M · 7 · 41st

  • VS-ST $5M
  • VS-ST 7
  • VS-ST 41st
  • VS-ST 401(k)
  • VS-ST near Gruber Industries 401(k) Plan
  • VS-ST ind #7479

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 →

Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing PlanJeffrey L Rumley Dds PA Empl…$5MGruber Industries 401(k) Plan$5MJohn B Hancock 401(k) Plan$5M403(b) Thrift Plan for Employees of Quad Area Community Action Agency, Inc.403(b) Thrift Plan for Emplo…$5MFaxback, Inc. 401(k) Profit Sharing PlanFaxback, Inc. 401(k) Profit …$5M
End-of-year total assets ($M) among Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jeffrey L Rumley Dds PA multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey L Rumley Dds PA plans reported in each filing year

Latest sponsor-wide plan assets
$5M 46.899142196882174% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.28M $4.82M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 7 $4M
2024 1 7 $5M

Jeffrey L Rumley Dds PA filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$814K
Employer EIN561991249
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Jeffrey L Rumley Dds PA Employees' 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 ($B) Participants Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.004817788 · Participants: 7Jeffrey L Rumley Dds PA Employees' 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
Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jeffrey L Rumley Dds PA Employees' 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 Gruber Industries 401(k) Plan in AZ ($5M); 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 Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan assets move in 2024? ▼
Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan grew sharply - up 20.3% during 2024, from $4M to $5M. Reported net income was $814K.
How have Jeffrey L Rumley Dds PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey L Rumley Dds PA's sponsor-wide assets grew 46.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Jeffrey L Rumley Dds PA Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gruber Industries 401(k) Plan in AZ ($5M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey L Rumley Dds PA Employees' 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 561991249.

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.