401(k) · DOL Form 5500 · 2022

Jerry E Cooper Dds Sc 401(k) Plan

Data updated 2026-08-25

$518K
Total assets Small plan by assets
6
Participants Small participant base
19th
Percentile by assets National rank
$86,322
Avg per participant Below avg balance/head
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Official DOL plan name: Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust · Sponsored by Jerry E Cooper Dds Sc · Wisconsin · Healthcare & Social Assistance

$518K in assets, 6 participants

Jerry E Cooper Dds Sc's Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust reported $518K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,926 in Healthcare & Social Assistance (20,060 peers)

Jerry E Cooper Dds Sc multi-year trail

Jerry E Cooper Dds Sc's plans moved +41.9% in assets from 2022 to 2024; this filing shows Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust at $518K / 6 participants.

#2,926
in Healthcare & Social Assistance (20,060 peers)
-12.3%
assets change YoY

The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$517,929 19th percentile higher than 19% 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

Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 263277298 · Jerry E Cooper Dds Sc PY 2022 · 401(k)

Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust · $518K · 6 · 19th

  • IND $518K
  • IND 6
  • IND 19th
  • IND 401(k)
  • IND near Twenty25 Technology Group, Inc. Retirement Plan
  • IND ind #2926

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 →

Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and TrustJerry E Cooper Dds Sc 401(k)…$518KTwenty25 Technology Group, Inc. Retirement PlanTwenty25 Technology Group, I…$518KCampbell Law Group of Arizona, PLLC 401(k) PlanCampbell Law Group of Arizon…$518KKneaders 401(k) Retirement PlanKneaders 401(k) Retirement P…$518KSmart Ims 401 K Plan$518K
End-of-year total assets ($M) among Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jerry E Cooper Dds Sc multi-year asset trail

Sponsor-wide plan assets over time

All Jerry E Cooper Dds Sc plans reported in each filing year

Latest sponsor-wide plan assets
$735K 41.93624994931738% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.52M $0.74M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 6 $518K
2023 1 5 $620K
2024 1 5 $735K

Jerry E Cooper Dds Sc filing trail (2022)

Total Assets (Beginning of Year)$591K
Net Assets (End of Year)$518K
Net Income-$73K
Employer EIN263277298
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000517929 · Participants: 6Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and TrustJohnson 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
Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Twenty25 Technology Group, Inc. Retirement Plan in NC ($518K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($518K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 12.3% during 2022, from $591K to $518K. Reported net income was -$73K.
How have Jerry E Cooper Dds Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerry E Cooper Dds Sc's sponsor-wide assets grew 41.9%, from $518K to $735K.
Where does Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Twenty25 Technology Group, Inc. Retirement Plan in NC ($518K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Jerry E Cooper Dds Sc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 263277298.

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.