How big is Joseph E O'BRIEN DMD PC's plan?

Joseph E O'BRIEN DMD PC's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250416100444NAL0002166563001

Joseph E O'BRIEN DMD PC

Name: Joseph E O'BRIEN DMD PC — Joseph E O'BRIEN, Form 5500 (2024)
Creator: Joseph E O'BRIEN DMD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph E O'BRIEN Retirement Plan

401(k) retirement plan · Joseph E O'BRIEN DMD PC's Joseph E O'BRIEN Retirement Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Joseph E O'BRIEN signed Joseph E O'BRIEN DMD PC's 2024 Form 5500 as plan administrator.

Joseph E O'BRIEN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Joseph E O'BRIEN DMD PC's EIN is 80-0358388.

EIN 80-0358388

Plan number 001

Plan year 2024

ACK ID 20250416100444NAL0002166563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph E O'BRIEN DMD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph E O'BRIEN DMD PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH E O'BRIEN DMD PC.

Finding similar companies…

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