401(k) · DOL Form 5500 · 2022
Valley Endodontics, Ltd. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $334,788
- Avg per participant High balance/head
Official DOL plan name: Valley Endodontics, Ltd. 401(k) Profit Sharing Plan · Sponsored by Valley Endodontics, Ltd. · Wisconsin · Healthcare & Social Assistance
$11M in assets, 33 participants
Valley Endodontics, Ltd.'s Valley Endodontics, Ltd. 401(k) Profit Sharing Plan reported $11M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #14,458 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Valley Endodontics, Ltd. 401(k) Profit Sharing Plan declined sharply 16.7% in 2022 ($13M → $11M) for 33 participants.
- #14,458
- in Healthcare & Social Assistance (20,060 peers)
- -16.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Valley Endodontics, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets
Valley Endodontics, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,048,013 Top 33% higher than 67% 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
Valley Endodontics, Ltd. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Endodontics, Ltd. 401(k) Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 391315629 · Valley Endodontics, Ltd. PY 2022 · 401(k)
Valley Endodontics, Ltd. 401(k) Profit Sharing Plan · $11M · 33 · 67th
- VS-ST $11M
- VS-ST 33
- VS-ST 67th
- VS-ST 401(k)
- VS-ST near Harv 81 USA, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #14458
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 →
Valley Endodontics, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Valley Endodontics, Ltd. years around the 2022 move
Sponsor-wide plan assets over time
All Valley Endodontics, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 2.737858834887323% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $11M |
| 2023 | 1 | 36 | $13M |
| 2024 | 1 | 34 | $11M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 391315629 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
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
Valley Endodontics, Ltd. 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 Harv 81 USA, Inc. 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Harv 81 USA, Inc. 401(k) Profit Sharing Plan (CA) $11M · 87
- Valdosta Orthopedic Associates, PC 401(k) Plan (GA) $11M · 74
- Benefit Communications, Inc. 401(k) Plan (TN) $11M · 76
- Crossmedia 401(k) Plan (NY) $11M · 220
Similar participant headcount
Nearest other-state filings by covered participants (33 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.