Other · DOL Form 5500 · 2024

Brent Simpson, D.D.S., PLLC Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
28th
Percentile by assets National rank
$300,870
Avg per participant High balance/head
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Official DOL plan name: Brent Simpson, D.D.S. Retirement Plan · Sponsored by Brent Simpson, D.D.S., PLLC · Texas · Healthcare & Social Assistance

$2M in assets, 6 participants

Brent Simpson, D.D.S., PLLC's Brent Simpson, D.D.S. Retirement Plan reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,405 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Brent Simpson, D.D.S. Retirement Plan holds $2M for 6 participants - about $300,870 per participant, in the lower half of filed plans by assets.

#4,405
in Healthcare & Social Assistance (16,916 peers)
+0.0%
assets growth YoY

Brent Simpson, D.D.S. Retirement Plan among the smaller filed plans by assets

Brent Simpson, D.D.S. Retirement Plan vs every filed plan by assets

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

$1,805,218 28th percentile higher than 28% 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

Brent Simpson, D.D.S. Retirement 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. Brent Simpson, D.D.S. Retirement Plan is a micro filing (6 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 473818532 · Brent Simpson, D.D.S., PLLC PY 2024 · Other

Brent Simpson, D.D.S. Retirement Plan · $2M · 6 · 28th

  • PART $2M
  • PART 6
  • PART 28th
  • PART Other
  • PART near Memphis Goodwill Inc. 403b Retirement Plan
  • PART ind #4405

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 Texas →

Brent Simpson, D.D.S. Retirement Plan in the asset neighbourhood

Brent Simpson, D.D.S. Retirement PlanBrent Simpson, D.D.S. Retire…$2MMemphis Goodwill Inc. 403b Retirement PlanMemphis Goodwill Inc. 403b R…$2MNadc 403(b) Plan$2MChallenge Enterprises of North Florida, Inc. Retirement PlanChallenge Enterprises of Nor…$2MVALORUS$2M
End-of-year total assets ($M) among Brent Simpson, D.D.S. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Employer EIN473818532
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brent Simpson, D.D.S., PLLC)

Sponsor-wide plan assets over time

All Brent Simpson, D.D.S., PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.2662644553458484% vs 2022
2024 filing year
$1.77M$1.78M$1.79M$1.8M$1.81M$1.82M 202220232024 $1.78M $1.81M ▲ +1.7%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 6 $2M

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Brent Simpson, D.D.S. Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Brent Simpson, D.D.S. Retirement Plan, Total assets ($B): 0.001805218 · Participants: 6Brent Simpson, D.D.S. Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
Brent Simpson, D.D.S. Retirement Plan vs. nearby Other plans in Texas, assets vs. participants

Brent Simpson, D.D.S. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Memphis Goodwill Inc. 403b Retirement Plan in TN ($2M); by covered participants it is Alliance for African Assistance Plan 403b in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Brent Simpson, D.D.S. Retirement Plan assets move in 2024?
Brent Simpson, D.D.S. Retirement Plan held essentially flat - up 0.0% during 2024, from $2M to $2M.
How have Brent Simpson, D.D.S., PLLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Brent Simpson, D.D.S., PLLC's sponsor-wide assets grew 1.3%, from $2M to $2M.
Which Other plans are similar in size to Brent Simpson, D.D.S. Retirement Plan?
Among Other plans in other states, the closest by assets is Memphis Goodwill Inc. 403b Retirement Plan in TN ($2M, 591 participants).
Which Other plans cover a similar participant headcount to Brent Simpson, D.D.S. Retirement Plan?
Among Other plans in other states, the closest by covered participants is Alliance for African Assistance Plan 403b in CA (6 participants, $1M in assets).