Profit Sharing · DOL Form 5500 · 2022
Affiliated Lakes Oral & Profit Sharing Plan
Data updated 2026-08-25
- $220K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $220,283
- Avg per participant Above avg balance/head
Official DOL plan name: Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan · Sponsored by Affiliated Lakes Oral & · Wisconsin · Healthcare & Social Assistance
$220K in assets, 1 participants
Affiliated Lakes Oral &'s Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan reported $220K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 11th 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.
- #1,574 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan holds $220K for 1 participant - about $220,283 per participant, among the smaller plans by assets on file.
- #1,574
- in Healthcare & Social Assistance (20,060 peers)
- -3.6%
- assets change YoY
The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan among the smaller filed plans by assets
Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$220,283 11th percentile higher than 11% 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
Affiliated Lakes Oral & Maxillofacial Surgery Ltd 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. Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 203304874 · Affiliated Lakes Oral & PY 2022 · Profit Sharing
Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan · $220K · 1 · 11th
- NET $220K
- NET 1
- NET 11th
- NET Profit Sharing
- NET near Arizona Shipping and Printing Corp. Retirement Plan
- NET ind #1574
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 →
Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $228K |
|---|---|
| Net Assets (End of Year) | $220K |
| Net Income | -$8K |
| Employer EIN | 203304874 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Affiliated Lakes Oral &)
Sponsor-wide plan assets over time
All Affiliated Lakes Oral & plans reported in each filing year
- Latest sponsor-wide plan assets
- $221K 0.28191008838630305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $220K |
| 2023 | 1 | 1 | $221K |
| 2024 | 1 | 1 | $221K |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Arizona Shipping and Printing Corp. Retirement Plan in AZ ($220K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($220K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.