401(k) · DOL Form 5500 · 2022

Dental Assoc. Family and Specialty Care 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
777
Participants Near avg headcount
90th
Percentile by assets National rank
$81,772
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dental Associates 401(k) Plan · Sponsored by Dental Assoc. Family and Specialty Care · Wisconsin · Healthcare & Social Assistance

$64M in assets, 777 participants

Dental Assoc. Family and Specialty Care's Dental Associates 401(k) Plan reported $64M in total assets and 777 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,328 in Healthcare & Social Assistance (20,060 peers)

Where Dental Associates 401(k) Plan sits by assets

Dental Associates 401(k) Plan sits in the top 10% of all filed plans by assets, $64M for 777 participants (~$81,772/participant), down 24.1% in 2022.

#18,328
in Healthcare & Social Assistance (20,060 peers)
-24.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dental Associates 401(k) Plan's outsized position by total assets

Dental Associates 401(k) Plan vs every filed plan by assets

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

$63,536,729 Top 10% higher than 90% 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

Dental Associates 401(k) 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. Dental Associates 401(k) Plan sits mid-pack in the medium band (777 participants).

EBSA filing schedule strip

Filing strip 270339413 · Dental Assoc. Family and Specialty Care PY 2022 · 401(k)

Dental Associates 401(k) Plan · $64M · 777 · 90th

  • EIN $64M
  • EIN 777
  • EIN 90th
  • EIN 401(k)
  • EIN near Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust
  • EIN ind #18328

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 →

Dental Associates 401(k) Plan in the asset neighbourhood

Packard Medical Group 401(k) Profit Sharing PlanPackard Medical Group 401(k)…$64MSocotec, Inc. Profit Sharing PlanSocotec, Inc. Profit Sharing…$64MHanon Systems USA, LLC 401(k) PlanHanon Systems USA, LLC 401(k…$64MDental Associates 401(k) Plan$64MBullivant Houser Bailey PC 401(k) Profit Sharing Plan and TrustBullivant Houser Bailey PC 4…$64M
End-of-year total assets ($M) among Dental Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$64M
Net Income-$20M
Employer EIN270339413
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dental Assoc. Family and Specialty Care)

Sponsor-wide plan assets over time

All Dental Assoc. Family and Specialty Care plans reported in each filing year

Latest sponsor-wide plan assets
$86M 34.739544114711975% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.5M $85.6M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 777 $64M
2023 1 785 $78M
2024 1 775 $86M

Nearby 401(k) Plans in Wisconsin

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

Dental Associates 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Dental Associates 401(k) Plan, Total assets ($B): 0.063536729 · Participants: 777Dental Associates 401(k) 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
Dental Associates 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Dental Associates 401(k) Plan side-by-side with 3 peers →

Dental Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust in OR ($64M); by covered participants it is Tpg Global, LLC 401(k) Profit Sharing Plan in TX (777 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (777 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 Dental Associates 401(k) Plan assets move in 2022? ▼
Dental Associates 401(k) Plan declined sharply - down 24.1% during 2022, from $84M to $64M. Reported net income was -$20M.
How have Dental Assoc. Family and Specialty Care plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dental Assoc. Family and Specialty Care's sponsor-wide assets grew 34.7%, from $64M to $86M.
Where does Dental Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
Dental Associates 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Dental Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust in OR ($64M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Dental Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tpg Global, LLC 401(k) Profit Sharing Plan in TX (777 participants, $266M 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 270339413.

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.