401(k) · DOL Form 5500 · 2023

Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
45th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan · Sponsored by Kirk Fishbaugh Dentistry, Ltd. · Wisconsin · Healthcare & Social Assistance

$5M in assets, 5 participants

Kirk Fishbaugh Dentistry, Ltd.'s Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan reported $5M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,753 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan grew sharply 18.3% in 2023 ($4M → $5M) for 5 participants.

#8,753
in Healthcare & Social Assistance (17,684 peers)
+18.3%
assets growth YoY

Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,260,569 45th percentile higher than 45% of 127,068 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 2023

Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan reported net income rose from -$446K in the plan year 2022 filing to $815K in the plan year 2023 filing.
  • Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200037438 · Kirk Fishbaugh Dentistry, Ltd. PY 2023 · 401(k)

Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan · $5M · 5 · 45th

  • TYPE $5M
  • TYPE 5
  • TYPE 45th
  • TYPE 401(k)
  • TYPE near Jg Media, Inc. 401(k) Plan
  • TYPE ind #8753

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 →

Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan in the asset neighbourhood

Kirk Fishbaugh Dentistry, Ltd. 401(k) PlanKirk Fishbaugh Dentistry, Lt…$5MJg Media, Inc. 401(k) Plan$5MMagic Coil Products 401(k) PlanMagic Coil Products 401(k) P…$5MGeneral Machinery Co., Inc. 401(k) PlanGeneral Machinery Co., Inc. …$5M403(b) Thrift Plan of Circle the City403(b) Thrift Plan of Circle…$5M
End-of-year total assets ($M) among Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kirk Fishbaugh Dentistry, Ltd. years around the 2023 move

Sponsor-wide plan assets over time

All Kirk Fishbaugh Dentistry, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $4.45M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 5 $5M
2024 1 2 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$815K
Employer EIN200037438
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan, Total assets ($B): 0.005260569 · Participants: 5Kirk Fishbaugh Dentistry, Ltd. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Jg Media, Inc. 401(k) Plan in TX ($5M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan assets move in 2023?
Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan grew sharply - up 18.3% during 2023, from $4M to $5M. Reported net income was $815K.
Which 401(k) plans are similar in size to Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Jg Media, Inc. 401(k) Plan in TX ($5M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Kirk Fishbaugh Dentistry, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).