401(k) · DOL Form 5500 · 2024

Gene W. Grace, D.D.S., P.a. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
42nd
Percentile by assets National rank
$467,808
Avg per participant High balance/head
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Official DOL plan name: Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust · Sponsored by Gene W. Grace, D.D.S., P.a. · South Carolina · Healthcare & Social Assistance

$5M in assets, 11 participants

Gene W. Grace, D.D.S., P.a.'s Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust reported $5M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,722 in Healthcare & Social Assistance (16,916 peers)

Gene W. Grace, D.D.S., P.a. multi-year trail

Gene W. Grace, D.D.S., P.a.'s plans moved +35.9% in assets from 2022 to 2024; this filing shows Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust at $5M / 11 participants.

#7,722
in Healthcare & Social Assistance (16,916 peers)
+8.9%
assets growth YoY

Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,145,889 42nd percentile higher than 42% 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

Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust reported net income fell from $937K in the plan year 2023 filing to $423K in the plan year 2024 filing.
  • Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 570832242 · Gene W. Grace, D.D.S., P.a. PY 2024 · 401(k)

Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust · $5M · 11 · 42nd

  • ASSETS $5M
  • ASSETS 11
  • ASSETS 42nd
  • ASSETS 401(k)
  • ASSETS near Trilogy Health
  • ASSETS ind #7722

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 →

Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust in the asset neighbourhood

Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and TrustGene W. Grace, D.D.S., P.a. …$5MTrilogy Health$5MEnterprise Engineering, Inc. 401(k) Profit Sharing PlanEnterprise Engineering, Inc.…$5MEuro-Composites Corporation 401(k) Profit Sharing PlanEuro-Composites Corporation …$5MTecho-Bloc Corp 401(k) Profit Sharing Plan and TrustTecho-Bloc Corp 401(k) Profi…$5M
End-of-year total assets ($M) among Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gene W. Grace, D.D.S., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Gene W. Grace, D.D.S., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.88683387674275% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.79M $5.15M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 10 $5M
2024 1 11 $5M

Gene W. Grace, D.D.S., P.a. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$423K
Employer EIN570832242
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust, Total assets ($B): 0.005145889 · Participants: 11Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and TrustMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust side-by-side with 3 peers →

Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Trilogy Health in GA ($5M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust assets move in 2024? ▼
Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust grew at a solid clip - up 8.9% during 2024, from $5M to $5M. Reported net income was $423K.
How have Gene W. Grace, D.D.S., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gene W. Grace, D.D.S., P.a.'s sponsor-wide assets grew 35.9%, from $4M to $5M.
Which 401(k) plans are similar in size to Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Trilogy Health in GA ($5M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Gene W. Grace, D.D.S., P.a. Employees' Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 570832242.

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.