401(k) · DOL Form 5500 · 2022

Summit Dental Management, S.C. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
480
Participants Below avg headcount
87th
Percentile by assets National rank
$89,766
Avg per participant Below avg balance/head
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Official DOL plan name: Summit Dental Consulting 401(k) Profit Sharing Plan · Sponsored by Summit Dental Management, S.C. · Wisconsin · Healthcare & Social Assistance

$43M in assets, 480 participants

Summit Dental Management, S.C.'s Summit Dental Consulting 401(k) Profit Sharing Plan reported $43M in total assets and 480 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,811 in Healthcare & Social Assistance (20,060 peers)

Where Summit Dental Consulting 401(k) Profit Sharing Plan sits by assets

Summit Dental Consulting 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $43M for 480 participants (~$89,766/participant), down 13.0% in 2022.

#17,811
in Healthcare & Social Assistance (20,060 peers)
-13.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Summit Dental Consulting 401(k) Profit Sharing Plan's outsized position by total assets

Summit Dental Consulting 401(k) Profit Sharing Plan vs every filed plan by assets

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

$43,087,679 Top 13% higher than 87% 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

Summit Dental Consulting 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Dental Consulting 401(k) Profit Sharing Plan sits mid-pack in the medium band (480 participants).

DOL schedule card

Filing strip 391990304 · Summit Dental Management, S.C. PY 2022 · 401(k)

Summit Dental Consulting 401(k) Profit Sharing Plan · $43M · 480 · 87th

  • ASSETS $43M
  • ASSETS 480
  • ASSETS 87th
  • ASSETS 401(k)
  • ASSETS near Carthage Area Hospital 401(k) Plan
  • ASSETS ind #17811

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 →

Summit Dental Consulting 401(k) Profit Sharing Plan in the asset neighbourhood

Summit Dental Consulting 401(k) Profit Sharing PlanSummit Dental Consulting 401…$43MCarthage Area Hospital 401(k) PlanCarthage Area Hospital 401(k…$43MSag-Aftra 401(k) Retirement PlanSag-Aftra 401(k) Retirement …$43MCommunity Services Group 401(k) Retirement PlanCommunity Services Group 401…$43MNeff Group Distributors, Inc. Retirement PlanNeff Group Distributors, Inc…$43M
End-of-year total assets ($M) among Summit Dental Consulting 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$43M
Net Income-$6M
Employer EIN391990304
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Dental Management, S.C.)

Sponsor-wide plan assets over time

All Summit Dental Management, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 46.16396255644218% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.1M $63M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 480 $43M
2023 1 539 $53M
2024 1 524 $63M

Nearby 401(k) Plans in Wisconsin

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

Summit Dental Consulting 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 ($B) Participants Summit Dental Consulting 401(k) Profit Sharing Plan, Total assets ($B): 0.043087679 · Participants: 480Summit Dental Consulting 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
Summit Dental Consulting 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Summit Dental Consulting 401(k) Profit Sharing Plan side-by-side with 3 peers →

Summit Dental Consulting 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 Carthage Area Hospital 401(k) Plan in NY ($43M); by covered participants it is Western Cabinets & Affiliates 401(k) Plan in TX (480 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (480 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 Summit Dental Consulting 401(k) Profit Sharing Plan assets move in 2022? ▼
Summit Dental Consulting 401(k) Profit Sharing Plan pulled back noticeably - down 13.0% during 2022, from $50M to $43M. Reported net income was -$6M.
How have Summit Dental Management, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Dental Management, S.C.'s sponsor-wide assets grew 46.2%, from $43M to $63M.
Where does Summit Dental Consulting 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Summit Dental Consulting 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Summit Dental Consulting 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carthage Area Hospital 401(k) Plan in NY ($43M, 592 participants).
Which 401(k) plans cover a similar participant headcount to Summit Dental Consulting 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Western Cabinets & Affiliates 401(k) Plan in TX (480 participants, $10M 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 391990304.

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.