401(k) · DOL Form 5500 · 2022

Delta Dental of Wisconsin, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
296
Participants Below avg headcount
88th
Percentile by assets National rank
$179,397
Avg per participant Above avg balance/head
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Official DOL plan name: Delta Dental of Wisconsin, Inc. Retirement Plan · Sponsored by Delta Dental of Wisconsin, Inc. · Wisconsin · Finance & Insurance

$53M in assets, 296 participants

Delta Dental of Wisconsin, Inc.'s Delta Dental of Wisconsin, Inc. Retirement Plan reported $53M in total assets and 296 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,550 in Finance & Insurance (9,261 peers)

Where Delta Dental of Wisconsin, Inc. Retirement Plan sits by assets

Delta Dental of Wisconsin, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 296 participants (~$179,397/participant), down 14.8% in 2022.

#7,550
in Finance & Insurance (9,261 peers)
-14.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Delta Dental of Wisconsin, Inc. Retirement Plan's outsized position by total assets

Delta Dental of Wisconsin, Inc. Retirement Plan vs every filed plan by assets

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

$53,101,532 Top 12% higher than 88% 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

Delta Dental of Wisconsin, Inc. Retirement 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. Delta Dental of Wisconsin, Inc. Retirement Plan sits mid-pack in the medium band (296 participants).

EBSA filing schedule strip

Filing strip 396094742 · Delta Dental of Wisconsin, Inc. PY 2022 · 401(k)

Delta Dental of Wisconsin, Inc. Retirement Plan · $53M · 296 · 88th

  • BOY $53M
  • BOY 296
  • BOY 88th
  • BOY 401(k)
  • BOY near Liquidpower Specialty Products Inc. 401(k) and Profit Sharing Plan
  • BOY ind #7550

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Delta Dental of Wisconsin, Inc. Retirement Plan in the asset neighbourhood

In-Q-Tel 401(k) Safe Harbor PlanIn-Q-Tel 401(k) Safe Harbor …$53MBirmingham Radiological Group, P.C. 401(k) Profit Sharing PlanBirmingham Radiological Grou…$53MHolthouse Carlin & Van Trigt LLP 401(k) Plan and Trust IIHolthouse Carlin & Van Trigt…$53MDelta Dental of Wisconsin, Inc. Retirement PlanDelta Dental of Wisconsin, I…$53MLiquidpower Specialty Products Inc. 401(k) and Profit Sharing PlanLiquidpower Specialty Produc…$53M
End-of-year total assets ($M) among Delta Dental of Wisconsin, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$53M
Net Income-$9M
Employer EIN396094742
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delta Dental of Wisconsin, Inc.)

Sponsor-wide plan assets over time

All Delta Dental of Wisconsin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 39.08661618274968% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.1M $73.9M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 296 $53M
2023 1 327 $64M
2024 1 361 $74M

Nearby 401(k) Plans in Wisconsin

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

Delta Dental of Wisconsin, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Delta Dental of Wisconsin, Inc. Retirement Plan, Total assets ($B): 0.053101532 · Participants: 296Delta Dental of Wisconsin, Inc. Retirement 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
Delta Dental of Wisconsin, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Delta Dental of Wisconsin, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Liquidpower Specialty Products Inc. 401(k) and Profit Sharing Plan in TX ($53M); by covered participants it is Aarsand Management, LLC 401(k) Plan in MD (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Delta Dental of Wisconsin, Inc. Retirement Plan assets move in 2022?
Delta Dental of Wisconsin, Inc. Retirement Plan pulled back noticeably - down 14.8% during 2022, from $62M to $53M. Reported net income was -$9M.
How have Delta Dental of Wisconsin, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Delta Dental of Wisconsin, Inc.'s sponsor-wide assets grew 39.1%, from $53M to $74M.
Where does Delta Dental of Wisconsin, Inc. Retirement Plan rank by assets among Form 5500 filers?
Delta Dental of Wisconsin, Inc. Retirement Plan ranks in the 88th 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 Delta Dental of Wisconsin, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Liquidpower Specialty Products Inc. 401(k) and Profit Sharing Plan in TX ($53M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Delta Dental of Wisconsin, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Aarsand Management, LLC 401(k) Plan in MD (296 participants, N/A in assets).