401(k) · DOL Form 5500 · 2022
Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $184,173
- Avg per participant Above avg balance/head
Official DOL plan name: Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan · Sponsored by Kurt Stormberg, D.D.S., M.S., Inc. · California · Healthcare & Social Assistance
$3M in assets, 17 participants
Kurt Stormberg, D.D.S., M.S., Inc.'s Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #9,035 in Healthcare & Social Assistance (20,060 peers)
Kurt Stormberg, D.D.S., M.S., Inc. multi-year trail
Kurt Stormberg, D.D.S., M.S., Inc.'s plans moved -25.4% in assets from 2022 to 2023; this filing shows Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan at $3M / 17 participants.
- #9,035
- in Healthcare & Social Assistance (20,060 peers)
- -12.7%
- assets change YoY
The plan reported a net loss of $456K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,130,949 41st percentile higher than 41% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 330873983 · Kurt Stormberg, D.D.S., M.S., Inc. PY 2022 · 401(k)
Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan · $3M · 17 · 41st
- PCT $3M
- PCT 17
- PCT 41st
- PCT 401(k)
- PCT near Zappia & Levahn, Ltd. Retirement Savings Plan and Trust
- PCT ind #9035
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 California →
Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Kurt Stormberg, D.D.S., M.S., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Kurt Stormberg, D.D.S., M.S., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 25.420448093371512% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 31 | $6M |
| 2023 | 1 | 2 | $4M |
Kurt Stormberg, D.D.S., M.S., Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$456K |
| Employer EIN | 330873983 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Zappia & Levahn, Ltd. Retirement Savings Plan and Trust in MN ($3M); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Seed Enhancements, LLC 401(k) Plan (ID) 17 · 0 off
- Intelligent Machines Lab, Inc. 401(k) Plan (MA) 17 · 0 off
- Ideal Builders, Inc. 401(k) Profit Sharing Plan (WI) 17 · 0 off
- Hesperos, Inc. 401(k) Plan (FL) 17 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.