· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DANIEL E. CASSIDY, JR., DDS — DANIEL E. CASSIDY, JR. , DDS 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250922105919NAL0002102531001
DANIEL E. CASSIDY, JR., DDS
Form 5500-SF
FILING_RECEIVED
DANIEL E. CASSIDY, JR. , DDS 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
DANIEL E. CASSIDY, JR., DDS
.
Find decision makers
Plan sponsor
Name
DANIEL E. CASSIDY, JR., DDS
EIN
54-1922106
Address
2835 DUKE STREET · ALEXANDRIA, VA · 22314
Phone
(703) 370-2333
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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
HOEKWATER FAMILY DENTISTRY, P.C.
HOEKWATER FAMILY DENTISTRY, P.C. 401(K) PLAN
$3.3M · 49 participants
CROSS TIMBERS DENTAL, PC
CROSS TIMBERS DENTAL 401(K) PLAN
$3.3M · 17 participants
DR. JOHN F. JOHNSON III
DR. JACK F. JOHNSON PROFIT SHARING PLAN
$3.3M · 4 participants
BERRIEN DENTAL, PLC
BERRIEN DENTAL, PLC 401(K) PLAN
$3.3M · 22 participants
MICHAEL F WHELAN MD DDS PC
SOUND SURGERY 401(K) PLAN
$3.3M · 8 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THOMAS T. OMOTO, D.M.D., INC
THOMAS T. OMOTO, D.M.D. INC. 401(K) PROFIT SHARING PLAN
$3.3M · 11 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
