How big is Monterey Dental's plan?

Monterey Dental's plan reported $3.0M in assets and 5 participants for 2024.

Original filing (PDF)20250922154236NAL0005395537001

Monterey Dental

Name: Monterey Dental — Monterey Dental Profit Sharing, Form 5500 (2024)
Creator: Monterey Dental
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monterey Dental Profit Sharing

401(k) retirement plan · Monterey Dental's Monterey Dental Profit Sharing held $3.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Monterey Dental's EIN is 77-0365128.

EIN 77-0365128

Plan number 001

Plan year 2024

ACK ID 20250922154236NAL0005395537001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monterey Dental from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monterey Dental's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTEREY DENTAL.

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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 (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MONTEREY DENTAL

EIN

all filings

Address

5544 MONTEREY ROAD · SAN JOSE, CA · 95138

Phone

(408) 362-9767

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator