401(k) · DOL Form 5500 · 2024

Bernhardt and Smith Orthodontics, P.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
17
Participants Small participant base
48th
Percentile by assets National rank
$405,437
Avg per participant High balance/head
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Official DOL plan name: Bernhardt & Smith Orthodontics, PC 401(k) Plan · Sponsored by Bernhardt and Smith Orthodontics, P.C. · Iowa · Healthcare & Social Assistance

$7M in assets, 17 participants

Bernhardt and Smith Orthodontics, P.C.'s Bernhardt & Smith Orthodontics, PC 401(k) Plan reported $7M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,893 in Healthcare & Social Assistance (16,916 peers)

Bernhardt and Smith Orthodontics, P.C. multi-year trail

Bernhardt and Smith Orthodontics, P.C.'s plans moved +37.3% in assets from 2022 to 2024; this filing shows Bernhardt & Smith Orthodontics, PC 401(k) Plan at $7M / 17 participants.

#8,893
in Healthcare & Social Assistance (16,916 peers)
+14.4%
assets growth YoY

Bernhardt & Smith Orthodontics, PC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bernhardt & Smith Orthodontics, PC 401(k) Plan vs every filed plan by assets

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

$6,892,431 48th percentile higher than 48% 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

Bernhardt & Smith Orthodontics, PC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernhardt & Smith Orthodontics, PC 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bernhardt & Smith Orthodontics, PC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Bernhardt & Smith Orthodontics, PC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $866K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208402651 · Bernhardt and Smith Orthodontics, P.C. PY 2024 · 401(k)

Bernhardt & Smith Orthodontics, PC 401(k) Plan · $7M · 17 · 48th

  • BOY $7M
  • SCH 17
  • EBSA 48th
  • PART 401(k)
  • TYPE near Ascendant Program Services LLC 401(k) Plan
  • NET ind #8893

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 Iowa →

Bernhardt & Smith Orthodontics, PC 401(k) Plan in the asset neighbourhood

Bernhardt & Smith Orthodontics, PC 401(k) PlanBernhardt & Smith Orthodonti…$7MAscendant Program Services LLC 401(k) PlanAscendant Program Services L…$7MStewart Manufacturing LLC 401(k) Profit Sharing PlanStewart Manufacturing LLC 40…$7MZ Capital Managment LLC 401(k) PlanZ Capital Managment LLC 401(…$7MArnott Industries, Inc. Employee 401(k) PlanArnott Industries, Inc. Empl…$7M
End-of-year total assets ($M) among Bernhardt & Smith Orthodontics, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bernhardt and Smith Orthodontics, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Bernhardt and Smith Orthodontics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.269425386524105% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.02M $6.89M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 17 $5M
2023 1 17 $6M
2024 1 17 $7M

Bernhardt and Smith Orthodontics, P.C. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$866K
Employer EIN208402651
Plan Effective Date2007-01-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Bernhardt & Smith Orthodontics, PC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Bernhardt & Smith Orthodontics, PC 401(k) Plan, Total assets ($B): 0.006892431 · Participants: 17Bernhardt & Smith Orthodontics, PC 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Bernhardt & Smith Orthodontics, PC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Bernhardt & Smith Orthodontics, PC 401(k) Plan side-by-side with 3 peers →

Bernhardt & Smith Orthodontics, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Ascendant Program Services LLC 401(k) Plan in MD ($7M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Bernhardt & Smith Orthodontics, PC 401(k) Plan assets move in 2024? ▼
Bernhardt & Smith Orthodontics, PC 401(k) Plan grew at a solid clip - up 14.4% during 2024, from $6M to $7M. Reported net income was $866K.
How have Bernhardt and Smith Orthodontics, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernhardt and Smith Orthodontics, P.C.'s sponsor-wide assets grew 37.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Bernhardt & Smith Orthodontics, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ascendant Program Services LLC 401(k) Plan in MD ($7M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Bernhardt & Smith Orthodontics, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K 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 208402651.

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.