401(k) · DOL Form 5500 · 2024

Lehrian and Palo Oral Surgery PC 401(k) Plan

Data updated 2026-08-25

$73K
Total assets Small plan by assets: 4
Participants Small participant base: 5th
Percentile by assets National rank: $18,302
Avg per participant Low balance/head

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Official DOL plan name: Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust · Sponsored by Lehrian and Palo Oral Surgery PC · Pennsylvania · Healthcare & Social Assistance

$73K in assets, 4 participants

Lehrian and Palo Oral Surgery PC's Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust reported $73K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

#577 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust pulled back noticeably 8.5% in 2024 ($80K → $73K) for 4 participants.

#577
in Healthcare & Social Assistance (16,916 peers): -8.5%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust among the smaller filed plans by assets

Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust vs every filed plan by assets

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

$73,207 5th percentile higher than 5% 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

Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust reported net income fell from $4K in the plan year 2023 filing to -$7K in the plan year 2024 filing.
Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust end-of-year assets fell from $80K in the plan year 2023 filing to $73K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 251419773 · Lehrian and Palo Oral Surgery PC PY 2024 · 401(k)

Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust · $73K · 4 · 5th

ASSETS $73K
ASSETS 4
ASSETS 5th
ASSETS 401(k)
ASSETS near Post Secondary Brewing 401(k)
ASSETS ind #577

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 Pennsylvania →

End-of-year total assets ($M) among Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lehrian and Palo Oral Surgery PC years around the 2024 move

Latest sponsor-wide plan assets: $73K 3.5531724283305226% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$76K
2023	1	4	$80K
2024	1	4	$73K

2024 asset-move particulars

Total Assets (Beginning of Year)	$80K
Net Assets (End of Year)	$73K
Net Income	-$7K
Employer EIN	251419773
Plan Effective Date	1982-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust side-by-side with 3 peers →

Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Post Secondary Brewing 401(k) in VA ($73K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73K here).

Post Secondary Brewing 401(k) (VA) $73K · 1
Lucilda, Inc. 401(k) Profit Sharing Plan (TX) $73K · 1
Gbb Consulting, Inc. 401(k) Profit Sharing Plan (OH) $73K · 1
North Coast Compressors Inc. Retirement Plan (NY) $73K · 16

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
Arbuckle Dental 401(k) Plan (UT) 4 · 0 off

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 Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust assets move in 2024? ▼

Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust pulled back noticeably - down 8.5% during 2024, from $80K to $73K. Reported net income was -$7K.

How have Lehrian and Palo Oral Surgery PC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lehrian and Palo Oral Surgery PC's sponsor-wide assets declined 3.6%, from $76K to $73K.

Where does Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Post Secondary Brewing 401(k) in VA ($73K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Lehrian and Palo Oral Surgery PC Employees Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 251419773.