401(k) · DOL Form 5500 · 2024

Plum Dental Group, L.L.C. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
251
Participants Below avg headcount
52nd
Percentile by assets National rank
$32,727
Avg per participant Low balance/head
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Official DOL plan name: Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan · Sponsored by Plum Dental Group, L.L.C. · Rhode Island · Healthcare & Social Assistance

$8M in assets, 251 participants

Plum Dental Group, L.L.C.'s Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan reported $8M in total assets and 251 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #9,574 in Healthcare & Social Assistance (16,916 peers)

Coverage in Rhode Island

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan covers 251 participants in Rhode Island, about 17% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $8M.

#9,574
in Healthcare & Social Assistance (16,916 peers)
+25.6%
assets growth YoY

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,214,370 Top 48% higher than 52% 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

Plum Dental Group, L.L.C. 401(k) Profit Sharing 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. Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan reported participants rose from 223 in the plan year 2023 filing to 251 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 821566002 · Plum Dental Group, L.L.C. PY 2024 · 401(k)

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan · $8M · 251 · 52nd

  • TYPE $8M
  • TYPE 251
  • TYPE 52nd
  • TYPE 401(k)
  • TYPE near World Emblem International, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #9574

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 Rhode Island →

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan in the asset neighbourhood

S. Strock & Co., Inc. Profit Sharing 401(k) PlanS. Strock & Co., Inc. Profit…$8MPlum Dental Group, L.L.C. 401(k) Profit Sharing PlanPlum Dental Group, L.L.C. 40…$8MWorld Emblem International, Inc. 401(k) Profit Sharing PlanWorld Emblem International, …$8MMail Services, LLC 401(k) Retirement PlanMail Services, LLC 401(k) Re…$8MYsk Corporation Retirement and Savings PlanYsk Corporation Retirement a…$8M
End-of-year total assets ($M) among Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN821566002
Plan Effective Date2017-09-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Plum Dental Group, L.L.C.)

Sponsor-wide plan assets over time

All Plum Dental Group, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 67.029965216875% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.92M $8.21M ▲ +66.9%
Year Plans Participants Total Assets
2022 1 147 $5M
2023 1 223 $7M
2024 1 251 $8M

Nearby 401(k) Plans in Rhode Island

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

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.00821437 · Participants: 251Plum Dental Group, L.L.C. 401(k) Profit Sharing PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is World Emblem International, Inc. 401(k) Profit Sharing Plan in FL ($8M); by covered participants it is Dependable Home Health Care, Inc. 401(k) Savings Plan in MN (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan grew sharply - up 25.6% during 2024, from $7M to $8M. Reported net income was $2M.
How have Plum Dental Group, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plum Dental Group, L.L.C.'s sponsor-wide assets grew 67.0%, from $5M to $8M.
Which 401(k) plans are similar in size to Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is World Emblem International, Inc. 401(k) Profit Sharing Plan in FL ($8M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Plum Dental Group, L.L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dependable Home Health Care, Inc. 401(k) Savings Plan in MN (251 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 821566002.

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.