401(k) · DOL Form 5500 · 2024
William a. Cofer, Dmd, Fagd, PA 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan · Sponsored by William a. Cofer, Dmd, Fagd, PA · South Carolina · Healthcare & Social Assistance
$1M in assets, 1 participants
William a. Cofer, Dmd, Fagd, PA's William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,576 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan pulled back noticeably 8.7% in 2024 ($1M → $1M) for 1 participant.
- #3,576
- in Healthcare & Social Assistance (16,916 peers)
- -8.7%
- assets change YoY
The plan reported a net loss of $117K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan among the smaller filed plans by assets
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,227,916 25th percentile higher than 25% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
William a. Cofer, Dmd, Fagd, PA 401(k) 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. William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan reported net income fell from -$4K in the plan year 2023 filing to -$117K in the plan year 2024 filing.
- William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 570690977 · William a. Cofer, Dmd, Fagd, PA PY 2024 · 401(k)
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan · $1M · 1 · 25th
- NET $1M
- BOOK 1
- VS-ST 25th
- BOY 401(k)
- SCH near Hennigan & Wilt Cpas 401(k) Profit Sharing Plan & Trust
- EBSA ind #3576
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 South Carolina →
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan in the asset neighbourhood
William a. Cofer, Dmd, Fagd, PA years around the 2024 move
Sponsor-wide plan assets over time
All William a. Cofer, Dmd, Fagd, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 8.961189457459058% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $1M |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $1M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$117K |
| Employer EIN | 570690977 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
William a. Cofer, Dmd, Fagd, PA 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Hennigan & Wilt Cpas 401(k) Profit Sharing Plan & Trust in LA ($1M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
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.