· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROCCO A. IOCCO, D.M.D — ROCCO A. IOCCO, D. M. D. EMPLOYEES' PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250620172537NAL0005901328001
ROCCO A. IOCCO, D.M.D
Form 5500-SF
FILING_RECEIVED
ROCCO A. IOCCO, D. M. D. EMPLOYEES' PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROCCO A. IOCCO, D.M.D
.
Find decision makers
Plan sponsor
Name
ROCCO A. IOCCO, D.M.D
EIN
04-3020094
Address
40 SALEM STREET · LYNNFIELD, MA · 01940
Phone
(781) 592-6199
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
GIRISH BANAJI, DDS, PC
BANAJI PEDIATRIC DENTAL SPECIALISTS 401(K) PLAN
$1.1M · 12 participants
KIRA GEKHT, DDS, PA
KIRA GEKHT, DDS, PA 401(K) PLAN
$1.1M · 7 participants
AUBURN FAMILY DENTISTRY, PLLC
AUBURN FAMILY DENTISTRY, PLLC PROFIT SHARING PLAN
$1.1M · 13 participants
DR LAURIE M BROWN PEDIATRIC DE
DR LAURIE M BROWN, PEDIATRIC D 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 8 participants
TLC DENTAL
TLC DENTAL 401(K) P/S PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.1M · 4 participants
HELMS FAMILY DENTAL PRACTICE, PC
HELMS FAMILY DENTAL PRACTICE, PC 401(K) PLAN
$1.1M · 6 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
