401(k) · DOL Form 5500 · 2023

Richard R Tonelli Dds Sc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Richard R Tonelli Dds Sc Profit Sharing Plan · Sponsored by Richard R Tonelli Dds Sc · Wisconsin · Healthcare & Social Assistance

$2M in assets, 2 participants

Richard R Tonelli Dds Sc's Richard R Tonelli Dds Sc Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,256 in Healthcare & Social Assistance (17,684 peers)

Richard R Tonelli Dds Sc multi-year trail

Richard R Tonelli Dds Sc's plans moved +35.8% in assets from 2022 to 2024; this filing shows Richard R Tonelli Dds Sc Profit Sharing Plan at $2M / 2 participants.

#5,256
in Healthcare & Social Assistance (17,684 peers)
+12.5%
assets growth YoY

Richard R Tonelli Dds Sc Profit Sharing Plan among the smaller filed plans by assets

Richard R Tonelli Dds Sc Profit Sharing Plan vs every filed plan by assets

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

$2,087,123 31st percentile higher than 31% 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

Richard R Tonelli Dds Sc Profit Sharing 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. Richard R Tonelli Dds Sc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Richard R Tonelli Dds Sc Profit Sharing Plan reported net income rose from -$324K in the plan year 2022 filing to $232K in the plan year 2023 filing.
  • Richard R Tonelli Dds Sc Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391717962 · Richard R Tonelli Dds Sc PY 2023 · 401(k)

Richard R Tonelli Dds Sc Profit Sharing Plan · $2M · 2 · 31st

  • BOY $2M
  • SCH 2
  • EBSA 31st
  • PART 401(k)
  • TYPE near Browning Funeral Home, Inc. 401(k) Plan
  • NET ind #5256

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 →

Richard R Tonelli Dds Sc Profit Sharing Plan in the asset neighbourhood

Richard R Tonelli Dds Sc Profit Sharing PlanRichard R Tonelli Dds Sc Pro…$2MBrowning Funeral Home, Inc. 401(k) PlanBrowning Funeral Home, Inc. …$2MMasami Foods, Inc. 401(k) Profit Sharing PlanMasami Foods, Inc. 401(k) Pr…$2MJlr Audi Cape Fear 401(k) PlanJlr Audi Cape Fear 401(k) Pl…$2MLius Technologies, Inc. 401(k) Profit Sharing Plan and TrustLius Technologies, Inc. 401(…$2M
End-of-year total assets ($M) among Richard R Tonelli Dds Sc Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Richard R Tonelli Dds Sc multi-year asset trail

Sponsor-wide plan assets over time

All Richard R Tonelli Dds Sc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.789010121830664% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.86M $2.52M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $3M

Richard R Tonelli Dds Sc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$232K
Employer EIN391717962
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Richard R Tonelli Dds Sc Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Richard R Tonelli Dds Sc Profit Sharing Plan, Total assets ($B): 0.002087123 · Participants: 2Richard R Tonelli Dds Sc Profit Sharing 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
Richard R Tonelli Dds Sc Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Richard R Tonelli Dds Sc Profit Sharing Plan side-by-side with 3 peers →

Richard R Tonelli Dds Sc Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Browning Funeral Home, Inc. 401(k) Plan in IN ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Richard R Tonelli Dds Sc Profit Sharing Plan assets move in 2023? ▼
Richard R Tonelli Dds Sc Profit Sharing Plan grew at a solid clip - up 12.5% during 2023, from $2M to $2M. Reported net income was $232K.
How have Richard R Tonelli Dds Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard R Tonelli Dds Sc's sponsor-wide assets grew 35.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Richard R Tonelli Dds Sc Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Browning Funeral Home, Inc. 401(k) Plan in IN ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Richard R Tonelli Dds Sc Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391717962.

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.