How big is BETH A. O'CONNOR, DDS' plan?

BETH A. O'CONNOR, DDS' plan reported $5.5M in assets and 4 participants for 2024.

Original filing (PDF)20251009104908NAL0015822626001

BETH A. O'CONNOR, DDS

Name: BETH A. O'CONNOR, DDS — BETH A. O'CONNOR, DDS 401(k), Form 5500 (2024)
Creator: BETH A. O'CONNOR, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BETH A. O'CONNOR, DDS 401(k) Profit Sharing Plan

401(k) retirement plan · BETH A. O'CONNOR, DDS' BETH A. O'CONNOR, DDS 401(k) Profit Sharing Plan held $5.5M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

BETH A. O'CONNOR, DDS' EIN is 65-1211713.

EIN 65-1211713

Plan number 001

Plan year 2024

ACK ID 20251009104908NAL0015822626001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BETH A. O'CONNOR, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BETH A. O'CONNOR, DDS' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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 average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

BETH A. O'CONNOR, DDS

EIN

all filings

Address

9618 59TH AVENUE SW · LAKEWOOD, WA · 98499

Phone

(253) 584-2124

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator