401(k) · DOL Form 5500 · 2024

Knowles, Smith & Associates, LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
255
Participants Below avg headcount
60th
Percentile by assets National rank
$46,679
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Village Family Dental 401(k) Plan · Sponsored by Knowles, Smith & Associates, LLP · North Carolina · Healthcare & Social Assistance

$12M in assets, 255 participants

Knowles, Smith & Associates, LLP's Village Family Dental 401(k) Plan reported $12M in total assets and 255 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #10,969 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Village Family Dental 401(k) Plan covers 255 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $12M.

#10,969
in Healthcare & Social Assistance (16,916 peers)
+20.9%
assets growth YoY

Village Family Dental 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Village Family Dental 401(k) Plan vs every filed plan by assets

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

$11,903,142 Top 40% higher than 60% 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

Village Family Dental 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Village Family Dental 401(k) Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Village Family Dental 401(k) Plan reported net income rose from $598K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Village Family Dental 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Village Family Dental 401(k) Plan reported participants rose from 240 in the plan year 2023 filing to 255 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208326663 · Knowles, Smith & Associates, LLP PY 2024 · 401(k)

Village Family Dental 401(k) Plan · $12M · 255 · 60th

  • PCT $12M
  • PCT 255
  • PCT 60th
  • PCT 401(k)
  • PCT near Neil Enterprises, Inc. Profit Sharing Plan & Trust
  • PCT ind #10969

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 →

Village Family Dental 401(k) Plan in the asset neighbourhood

Village Family Dental 401(k) PlanVillage Family Dental 401(k)…$12MNeil Enterprises, Inc. Profit Sharing Plan & TrustNeil Enterprises, Inc. Profi…$12MCusmano & Co., P.C. 401(k) PlanCusmano & Co., P.C. 401(k) P…$12MFolio Wine Company, LLC 401(k) PlanFolio Wine Company, LLC 401(…$12MR. Stresau Laboratory Inc. Savings PlanR. Stresau Laboratory Inc. S…$12M
End-of-year total assets ($M) among Village Family Dental 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN208326663
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Knowles, Smith & Associates, LLP)

Sponsor-wide plan assets over time

All Knowles, Smith & Associates, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$12M 13.77028387751035% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.5M $11.9M ▲ +13.8%
Year Plans Participants Total Assets
2022 2 302 $10M
2023 1 240 $10M
2024 1 255 $12M

Nearby 401(k) Plans in North Carolina

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

Village Family Dental 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Village Family Dental 401(k) Plan, Total assets ($B): 0.011903142 · Participants: 255Village Family Dental 401(k) 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
Village Family Dental 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Village Family Dental 401(k) Plan side-by-side with 3 peers →

Village Family Dental 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Neil Enterprises, Inc. Profit Sharing Plan & Trust in IL ($12M); by covered participants it is National Auto Care 401(k) Plan in OH (255 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Village Family Dental 401(k) Plan assets move in 2024? ▼
Village Family Dental 401(k) Plan grew sharply - up 20.9% during 2024, from $10M to $12M. Reported net income was $2M.
How have Knowles, Smith & Associates, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Knowles, Smith & Associates, LLP's sponsor-wide assets grew 13.8%, from $10M to $12M.
Which 401(k) plans are similar in size to Village Family Dental 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neil Enterprises, Inc. Profit Sharing Plan & Trust in IL ($12M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Village Family Dental 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is National Auto Care 401(k) Plan in OH (255 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 208326663.

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.