401(k) · DOL Form 5500 · 2022
Nial S. Peterson, D.D.S. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $340,970
- Avg per participant High balance/head
Official DOL plan name: Nial S. Peterson, D.D.S. 401(k) Profit Sharing Plan and Trust · Sponsored by Nial S. Peterson, D.D.S. · Wisconsin · Healthcare & Social Assistance
$2M in assets, 5 participants
Nial S. Peterson, D.D.S.'s Nial S. Peterson, D.D.S. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- #6,297 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Nial S. Peterson, D.D.S. 401(k) Profit Sharing Plan and Trust holds $2M for 5 participants - about $340,970 per participant, in the lower half of filed plans by assets.
- #6,297
- in Healthcare & Social Assistance (20,060 peers)
- -6.9%
- assets change YoY
The plan reported a net loss of $126K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Nial S. Peterson, D.D.S. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Nial S. Peterson, D.D.S. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,704,850 31st percentile higher than 31% 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
Nial S. Peterson, D.D.S. 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. Nial S. Peterson, D.D.S. 401(k) Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 391573069 · Nial S. Peterson, D.D.S. PY 2022 · 401(k)
Nial S. Peterson, D.D.S. 401(k) Profit Sharing Plan and Trust · $2M · 5 · 31st
- ASSETS $2M
- ASSETS 5
- ASSETS 31st
- ASSETS 401(k)
- ASSETS near La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust
- ASSETS ind #6297
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 →
Nial S. Peterson, D.D.S. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$126K |
| Employer EIN | 391573069 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nial S. Peterson, D.D.S.)
Sponsor-wide plan assets over time
All Nial S. Peterson, D.D.S. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | N/A | N/A |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Nial S. Peterson, D.D.S. 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 La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.