401(k) · DOL Form 5500 · 2022

Kopp & Bloom Dds PC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
44th
Percentile by assets National rank
$353,903
Avg per participant High balance/head
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Official DOL plan name: Kopp & Bloom Dds PC 401(k) Profit Sharing Plan · Sponsored by Kopp & Bloom Dds PC · Wisconsin · Healthcare & Social Assistance

$4M in assets, 10 participants

Kopp & Bloom Dds PC's Kopp & Bloom Dds PC 401(k) Profit Sharing Plan reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,625 in Healthcare & Social Assistance (20,060 peers)

Kopp & Bloom Dds PC multi-year trail

Kopp & Bloom Dds PC's plans moved +31.4% in assets from 2022 to 2024; this filing shows Kopp & Bloom Dds PC 401(k) Profit Sharing Plan at $4M / 10 participants.

#9,625
in Healthcare & Social Assistance (20,060 peers)
-4.6%
assets change YoY

The plan reported a net loss of $172K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kopp & Bloom Dds PC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kopp & Bloom Dds PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,539,033 44th percentile higher than 44% 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

Kopp & Bloom Dds PC 401(k) 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. Kopp & Bloom Dds PC 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 363723121 · Kopp & Bloom Dds PC PY 2022 · 401(k)

Kopp & Bloom Dds PC 401(k) Profit Sharing Plan · $4M · 10 · 44th

  • RANK $4M
  • RANK 10
  • RANK 44th
  • RANK 401(k)
  • RANK near Freeland Chevrolet, LLC 401(k) Profit Sharing Plan and Trust
  • RANK ind #9625

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 →

Kopp & Bloom Dds PC 401(k) Profit Sharing Plan in the asset neighbourhood

Kopp & Bloom Dds PC 401(k) Profit Sharing PlanKopp & Bloom Dds PC 401(k) P…$4MFreeland Chevrolet, LLC 401(k) Profit Sharing Plan and TrustFreeland Chevrolet, LLC 401(…$4MFamily First Homecare 401(k) PlanFamily First Homecare 401(k)…$4MRothman Realty Corp. Profit Sharing PlanRothman Realty Corp. Profit …$4MOrangepeople, LLC 401(k) Profit Sharing Plan and TrustOrangepeople, LLC 401(k) Pro…$4M
End-of-year total assets ($M) among Kopp & Bloom Dds PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kopp & Bloom Dds PC multi-year asset trail

Sponsor-wide plan assets over time

All Kopp & Bloom Dds PC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 31.441752591739043% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.54M $4.65M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 8 $4M
2024 1 8 $5M

Kopp & Bloom Dds PC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$172K
Employer EIN363723121
Plan Effective Date1990-10-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Kopp & Bloom Dds PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Kopp & Bloom Dds PC 401(k) Profit Sharing Plan, Total assets ($B): 0.003539033 · Participants: 10Kopp & Bloom Dds PC 401(k) 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
Kopp & Bloom Dds PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kopp & Bloom Dds PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kopp & Bloom Dds PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Freeland Chevrolet, LLC 401(k) Profit Sharing Plan and Trust in TN ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Kopp & Bloom Dds PC 401(k) Profit Sharing Plan assets move in 2022? ▼
Kopp & Bloom Dds PC 401(k) Profit Sharing Plan edged down modestly - down 4.6% during 2022, from $4M to $4M. Reported net income was -$172K.
How have Kopp & Bloom Dds PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kopp & Bloom Dds PC's sponsor-wide assets grew 31.4%, from $4M to $5M.
Which 401(k) plans are similar in size to Kopp & Bloom Dds PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freeland Chevrolet, LLC 401(k) Profit Sharing Plan and Trust in TN ($4M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Kopp & Bloom Dds PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 363723121.

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.