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
PlainRetire home → About this data RSS: change history

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

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

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. 401(k) Profit Sharing PlanKurt Stormberg, D.D.S., M.S.…$3MZappia & Levahn, Ltd. Retirement Savings Plan and TrustZappia & Levahn, Ltd. Retire…$3MUpper Sioux Community/Prairie's Edge Casino Resort 401(k)Upper Sioux Community/Prairi…$3MThe Winterberry Group Retirement PlanThe Winterberry Group Retire…$3MScreen Machine Group 401(k) PlanScreen Machine Group 401(k) …$3M
End-of-year total assets ($M) among Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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
$4M$4.5M$5M$5.5M$6M$6.5M 20222023 $5.93M $4.42M ▼ -25.5%
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 EIN330873983
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003130949 · Participants: 17Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan assets move in 2022?
Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 12.7% during 2022, from $4M to $3M. Reported net income was -$456K.
How have Kurt Stormberg, D.D.S., M.S., Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Kurt Stormberg, D.D.S., M.S., Inc.'s sponsor-wide assets declined 25.4%, from $6M to $4M.
Which 401(k) plans are similar in size to Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Zappia & Levahn, Ltd. Retirement Savings Plan and Trust in MN ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Kurt Stormberg, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Seed Enhancements, LLC 401(k) Plan in ID (17 participants, N/A in assets).