Back to filter
Original filing (PDF)20250717110026NAL0000229968001
V. MATTHEW HEIM, DDS, MS, PC
Form 5500-SF
FILING_RECEIVED
V. MATTHEW HEIM, DDS, MS, PC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
17
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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 V. MATTHEW HEIM, DDS, MS, PC.
Plan sponsor
Name
V. MATTHEW HEIM, DDS, MS, PC
EIN
26-0378439
Address
4320 MCAULEY BLVD · OKLAHOMA CITY, OK · 73120
Phone
(405) 755-8151
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
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
WILLIAM L.FARR D.D.S. INC. DBA ROCKY RIVER DENTAL ASSOCIATES
WILLIAM L.FARR D.D.S. INC. DBA ROCKY RIVER DENTAL ASSOCIATES 401K PROFIT SHARING PLAN
$3.0M · 13 participants
NORTH SUBURBAN ENDODONTICS, PC
NORTH SUBURBAN ENDODONTICS, PC CASH BALANCE PENSION PLAN
$3.0M · 5 participants
UTAH PERIODONTAL SPECIALISTS, INC.
UTAH PERIODONTAL SPECIALISTS, INC. RETIREMENT PLAN
$3.0M · 21 participants
EUN H. HAHN, D.M.D., M.M., S.C.
EUN H. HAHN, D.D.S. PROFIT SHARING PLAN
$3.0M · 6 participants
VIRGIN VALLEY DENTAL, LLC
VIRGIN VALLEY DENTAL, LLC 401(K) PROFIT SHARING PLAN
$3.0M · 13 participants
TIMOTHY R. BURGISS, D.D.S.
TIMOTHY R. BURGISS, D.D.S. 401 (K) PROFIT SHARING PLAN
$3.0M · 10 participants
Large plans in Oklahoma
QUIKTRIP CORPORATION
QUIKTRIP CORPORATION RETIREMENT PLAN
$4.8B · 13,644 participants
THE WILLIAMS COMPANIES, INC.
THE WILLIAMS INVESTMENT PLUS PLAN
$2.0B · 5,692 participants
PIPELINE INDUSTRY PENSION FUND
PIPELINE INDUSTRY PENSION FUND
$1.7B · 2,034 participants
ONEOK, INC.
ONEOK, INC. 401(K) PLAN
$1.4B · 5,150 participants
THE WILLIAMS COMPANIES, INC.
WILLIAMS PENSION PLAN
$1.4B · 3,178 participants
THE WILLIAMS COMPANIES MASTER PENSION TRUST
THE WILLIAMS COMPANIES MASTER PENSION TRUST
$1.3B