401(k) · DOL Form 5500 · 2022

Richard R Tonelli Dds Sc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$927,599
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Richard R Tonelli Dds Sc Profit Sharing Plan · Sponsored by Richard R Tonelli Dds Sc · Wisconsin · Healthcare & Social Assistance

$2M in assets, 2 participants

Richard R Tonelli Dds Sc's Richard R Tonelli Dds Sc Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,639 in Healthcare & Social Assistance (20,060 peers)

Richard R Tonelli Dds Sc multi-year trail

Richard R Tonelli Dds Sc's plans moved +35.8% in assets from 2022 to 2024; this filing shows Richard R Tonelli Dds Sc Profit Sharing Plan at $2M / 2 participants.

#6,639
in Healthcare & Social Assistance (20,060 peers)
-14.9%
assets change YoY

The plan reported a net loss of $324K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard R Tonelli Dds Sc Profit Sharing Plan among the smaller filed plans by assets

Richard R Tonelli Dds Sc Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,855,198 33rd percentile higher than 33% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Richard R Tonelli Dds Sc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard R Tonelli Dds Sc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 391717962 · Richard R Tonelli Dds Sc PY 2022 · 401(k)

Richard R Tonelli Dds Sc Profit Sharing Plan · $2M · 2 · 33rd

  • EIN $2M
  • EIN 2
  • EIN 33rd
  • EIN 401(k)
  • EIN near Best Plumbing & Heating Retirement Savings Plan
  • EIN ind #6639

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Richard R Tonelli Dds Sc Profit Sharing Plan in the asset neighbourhood

Richard R Tonelli Dds Sc Profit Sharing PlanRichard R Tonelli Dds Sc Pro…$2MBest Plumbing & Heating Retirement Savings PlanBest Plumbing & Heating Reti…$2MLm Acquisition Inc. Profit Sharing 401(k) PlanLm Acquisition Inc. Profit S…$2MCommunity Based Education & Development 401(k) PlanCommunity Based Education & …$2MMetasystems, Inc. 401(k) Profit Sharing PlanMetasystems, Inc. 401(k) Pro…$2M
End-of-year total assets ($M) among Richard R Tonelli Dds Sc Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Richard R Tonelli Dds Sc multi-year asset trail

Sponsor-wide plan assets over time

All Richard R Tonelli Dds Sc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.789010121830664% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.86M $2.52M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $3M

Richard R Tonelli Dds Sc filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$324K
Employer EIN391717962
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Richard R Tonelli Dds Sc Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Richard R Tonelli Dds Sc Profit Sharing Plan, Total assets ($B): 0.001855198 · Participants: 2Richard R Tonelli Dds Sc Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Richard R Tonelli Dds Sc Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Richard R Tonelli Dds Sc Profit Sharing Plan side-by-side with 3 peers →

Richard R Tonelli Dds Sc Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Best Plumbing & Heating Retirement Savings Plan in WA ($2M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Richard R Tonelli Dds Sc Profit Sharing Plan assets move in 2022? ▼
Richard R Tonelli Dds Sc Profit Sharing Plan pulled back noticeably - down 14.9% during 2022, from $2M to $2M. Reported net income was -$324K.
How have Richard R Tonelli Dds Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard R Tonelli Dds Sc's sponsor-wide assets grew 35.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Richard R Tonelli Dds Sc Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Best Plumbing & Heating Retirement Savings Plan in WA ($2M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Richard R Tonelli Dds Sc Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391717962.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.