Back to filter
Original filing (PDF)20250702134031NAL0013755345001
R. THOMAS PERRY, DDS
Form 5500-SF
FILING_RECEIVED
R. THOMAS PERRY, DDS 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
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 R. THOMAS PERRY, DDS.
Plan sponsor
Name
R. THOMAS PERRY, DDS
EIN
75-1491648
Address
5335 FAR HILLS AVE STE 118 · DAYTON, OH · 454292317
Phone
(937) 439-5912
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Name
R. THOMAS PERRY, DDS
EIN
75-1491648
City
DAYTON, OH
Phone
(937) 439-5912
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
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
A. GOODFRIEND, G. SCHERMER, AND G. COSTA, D.M.D., P.A
GUIDO E. COSTA, DMD, MS 401(K) PROFIT SHARING PLAN
$4.5M · 19 participants
SUHEIL M BOUTROS DDS MS PC
SUHEIL M BOUTROS DDS PC 401(K) RETIREMENT PLAN
$4.5M · 20 participants
R. A. ENGLEHARDT, DDS & B. A. VANDE BERG, DDS, PA DBA CARY ORAL & MAXI
DRS. ENGLEHARDT & VANDE BERG, DDS, PA 401(K) PROFIT SHARING PLAN
$4.5M · 13 participants
STATEN ISLAND ORAL & MAXILLOFACIAL SURGERY, PC
DAVID C. HOFFMAN, DDS, PC PROFIT SHARING PLAN
$4.5M · 22 participants
THOMPSON, LEDDEN & BRADLEY, LLC
THOMPSON, LEDDEN & BRADLEY, LLC 401(K) PROFIT SHARING PLAN
$4.5M · 7 participants
SUNITA GUPTA, M.D., P.C.
SUNITA GUPTA MD PC 401K PROFIT SHARING PLAN
$4.5M · 4 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants