How big is R. Shawn Essey, DMD's plan?

R. Shawn Essey, DMD's plan reported $1.9M in assets and 4 participants for 2024.

Original filing (PDF)20250722093631NAL0001099107001

R. Shawn Essey, DMD

Name: R. Shawn Essey, DMD — R. Shawn Essey, DMD Retirement, Form 5500 (2024)
Creator: R. Shawn Essey, DMD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

R. Shawn Essey, DMD Retirement Plan

401(k) retirement plan · R. Shawn Essey, DMD's R. Shawn Essey, DMD Retirement Plan held $1.9M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

R. Shawn Essey, DMD's EIN is 25-1737843.

EIN 25-1737843

Plan number 001

Plan year 2024

ACK ID 20250722093631NAL0001099107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for R. Shawn Essey, DMD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

R. Shawn Essey, DMD's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R. SHAWN ESSEY, DMD.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

R. SHAWN ESSEY, DMD

EIN

all filings

Address

1000 GAMMA DRIVE · PITTSBURGH, PA · 15238

Phone

(412) 963-6789

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator