401(k) · DOL Form 5500 · 2022

Lake Geneva Oral & 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
43
Participants Small participant base
81st
Percentile by assets National rank
$584,444
Avg per participant High balance/head
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Official DOL plan name: Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust · Sponsored by Lake Geneva Oral & · Wisconsin · Healthcare & Social Assistance

$25M in assets, 43 participants

Lake Geneva Oral &'s Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust reported $25M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,752 in Healthcare & Social Assistance (20,060 peers)

Where Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust sits by assets

Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $25M for 43 participants (~$584,444/participant), up 11.0% in 2022.

#16,752
in Healthcare & Social Assistance (20,060 peers)
+11.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust's outsized position by total assets

Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust vs every filed plan by assets

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

$25,131,088 Top 19% higher than 81% 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

Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust is a small filing (43 participants) on this national headcount ladder.

DOL schedule card

Filing strip 391142906 · Lake Geneva Oral & PY 2022 · 401(k)

Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust · $25M · 43 · 81st

  • EIN $25M
  • RANK 43
  • PHOTO 81st
  • IND 401(k)
  • EOY near Smart City Telecommunications LLC 401(k) Plan
  • 5500 ind #16752

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 →

Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust in the asset neighbourhood

Hac, Inc. 401(k) Plan$25MCrystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and TrustCrystal Lake Oral & Maxillof…$25MSmart City Telecommunications LLC 401(k) PlanSmart City Telecommunication…$25MSamet Corporation 401(k) Profit Sharing PlanSamet Corporation 401(k) Pro…$25MReverse Mortgage Funding LLC 401(k) Retirement PlanReverse Mortgage Funding LLC…$25M
End-of-year total assets ($M) among Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN391142906
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Geneva Oral &)

Sponsor-wide plan assets over time

All Lake Geneva Oral & plans reported in each filing year

Latest sponsor-wide plan assets
$31M 24.17126946513418% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.1M $31.2M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 43 $25M
2023 1 42 $28M
2024 1 39 $31M

Nearby 401(k) Plans in Wisconsin

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

Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust, Total assets ($B): 0.025131088 · Participants: 43Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and TrustJohnson 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
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust side-by-side with 3 peers →

Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Smart City Telecommunications LLC 401(k) Plan in FL ($25M); by covered participants it is Newscred Inc. 401(k) Plan in NY (43 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust assets move in 2022? ▼
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust grew at a solid clip - up 11.0% during 2022, from $23M to $25M. Reported net income was $2M.
How have Lake Geneva Oral & plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Geneva Oral &'s sponsor-wide assets grew 24.2%, from $25M to $31M.
Where does Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust ranks in the 81st 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 Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Smart City Telecommunications LLC 401(k) Plan in FL ($25M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Newscred Inc. 401(k) Plan in NY (43 participants, N/A 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 391142906.

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.