Back to filter
Original filing (PDF)20250718083040NAL0001350833001
THOMAS J. CONNOLLY, D.D.S.
Form 5500-SF
FILING_RECEIVED
THOMAS J. CONNOLLY, D.D.S. PROFIT-SHARING TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
9
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS J. CONNOLLY, D.D.S..
Plan sponsor
Name
THOMAS J. CONNOLLY, D.D.S.
EIN
13-3153531
Address
115 EAST 61ST STREET · 8TH FLOOR · NEW YORK, NY · 10065
Phone
(212) 888-7477
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3B · Covers self-employed individuals
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 providersRelated plans
Similar-size Offices of Dentists plans
PERIODONTICS OF GREENVILLE, P.A.
PERIODONTICS OF GREENVILLE, P.A. 401(K) PLAN
$7.5M · 29 participants
FETNER & HARTIGAN PERIODONTICS & IMPLANTS, P.A.
FETNER & HARTIGAN 401(K) PROFIT SHARING PLAN
$7.5M · 27 participants
MELISSA CHENG, DDS, INC.
MELISSA CHENG, D.D.S. PROFIT SHARING PLAN
$7.5M · 11 participants
DONALD C SCHMITT DDS INC.
DONALD SCHMITT PRACTICE RETIREMENT PLAN & TRUST
$7.5M · 11 participants
DRS. BOYD, P.C.
DRS. BOYD, P.C. 401(K) PROFIT SHARING PLAN
$7.5M · 23 participants
GROVE CITY FAMILY DENTISTRY, INC.
GROVE CITY FAMILY DENTISTRY, INC. 401(K) PLAN
$7.5M · 37 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B