401(k) · DOL Form 5500 · 2022
Cherry Tree Dental LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 414
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $17,297
- Avg per participant Low balance/head
Official DOL plan name: Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Cherry Tree Dental LLC · Wisconsin · Healthcare & Social Assistance
$7M in assets, 414 participants
Cherry Tree Dental LLC's Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 414 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #12,795 in Healthcare & Social Assistance (20,060 peers)
Cherry Tree Dental LLC multi-year trail
Cherry Tree Dental LLC's plans moved +44.7% in assets from 2022 to 2024; this filing shows Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust at $7M / 414 participants.
- #12,795
- in Healthcare & Social Assistance (20,060 peers)
- +14.2%
- assets growth YoY
Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,160,800 Top 42% higher than 58% 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
Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust 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. Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (414 participants).
Form 5500 schedule snapshot
Filing strip 208292304 · Cherry Tree Dental LLC PY 2022 · 401(k)
Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust · $7M · 414 · 58th
- EBSA $7M
- EBSA 414
- EBSA 58th
- EBSA 401(k)
- EBSA near Mountainside Retirement Savings Plan
- EBSA ind #12795
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 →
Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Cherry Tree Dental LLC multi-year asset trail
Sponsor-wide plan assets over time
All Cherry Tree Dental LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 44.697827058429226% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 414 | $7M |
| 2023 | 1 | 358 | $9M |
| 2024 | 1 | 320 | $10M |
Cherry Tree Dental LLC filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $890K |
| Employer EIN | 208292304 |
| Plan Effective Date | 2016-01-01 |
| 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
Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Mountainside Retirement Savings Plan in CT ($7M); by covered participants it is Kountry Wood Products 401(k) Profit Sharing Plan in IN (414 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (414 participants); asset peers above are excluded.
- Kountry Wood Products 401(k) Profit Sharing Plan (IN) 414 · 0 off
- Pinnacle Automotive Hospitality Services, Inc. 401(k) Plan (MD) 414 · 0 off
- Midway Arms, Inc. 401(k) Retirement Savings Plan (MO) 414 · 0 off
- Boston Ivf 401(k) Plan (MA) 414 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.