401(k) · DOL Form 5500 · 2024

Shahram & Laleh Rezaee, D.M.D., P.C 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
35th
Percentile by assets National rank
$329,812
Avg per participant High balance/head
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Official DOL plan name: Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan · Sponsored by Shahram & Laleh Rezaee, D.M.D., P.C · Oregon · Healthcare & Social Assistance

$3M in assets, 10 participants

Shahram & Laleh Rezaee, D.M.D., P.C's Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan reported $3M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,070 in Healthcare & Social Assistance (16,916 peers)

Shahram & Laleh Rezaee, D.M.D., P.C multi-year trail

Shahram & Laleh Rezaee, D.M.D., P.C's plans moved +40.4% in assets from 2022 to 2024; this filing shows Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan at $3M / 10 participants.

#6,070
in Healthcare & Social Assistance (16,916 peers)
+17.9%
assets growth YoY

Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,298,117 35th percentile higher than 35% 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

Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing 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. Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan reported net income rose from $447K in the plan year 2023 filing to $501K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 931308596 · Shahram & Laleh Rezaee, D.M.D., P.C PY 2024 · 401(k)

Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan · $3M · 10 · 35th

  • EIN $3M
  • EIN 10
  • EIN 35th
  • EIN 401(k)
  • EIN near Cartercon Profit Sharing Plan
  • EIN ind #6070

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 Oregon →

Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing PlanShahram & Laleh Rezaee, D.M.…$3MCartercon Profit Sharing Plan$3MAvalon Transportation 401(k) PlanAvalon Transportation 401(k)…$3MVeterinary Orthopedic Services LLC 401(k) PlanVeterinary Orthopedic Servic…$3MFtr, Ltd. 401(k) Plan$3M
End-of-year total assets ($M) among Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Shahram & Laleh Rezaee, D.M.D., P.C multi-year asset trail

Sponsor-wide plan assets over time

All Shahram & Laleh Rezaee, D.M.D., P.C plans reported in each filing year

Latest sponsor-wide plan assets
$3M 40.356095208954216% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.35M $3.3M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 15 $2M
2023 1 10 $3M
2024 1 10 $3M

Shahram & Laleh Rezaee, D.M.D., P.C filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$501K
Employer EIN931308596
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.003298117 · Participants: 10Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Cartercon Profit Sharing Plan in SC ($3M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan grew sharply - up 17.9% during 2024, from $3M to $3M. Reported net income was $501K.
How have Shahram & Laleh Rezaee, D.M.D., P.C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shahram & Laleh Rezaee, D.M.D., P.C's sponsor-wide assets grew 40.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cartercon Profit Sharing Plan in SC ($3M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Shahram & Laleh Rezaee, D.M.D., P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 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 931308596.

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.