401(k) · DOL Form 5500 · 2023

Kopp & Bloom Dds PC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
40th
Percentile by assets National rank
$494,643
Avg per participant High balance/head
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Official DOL plan name: Kopp & Bloom Dds PC 401(k) Profit Sharing Plan · Sponsored by Kopp & Bloom Dds PC · Wisconsin · Healthcare & Social Assistance

$4M in assets, 8 participants

Kopp & Bloom Dds PC's Kopp & Bloom Dds PC 401(k) Profit Sharing Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,529 in Healthcare & Social Assistance (17,684 peers)

Kopp & Bloom Dds PC multi-year trail

Kopp & Bloom Dds PC's plans moved +31.4% in assets from 2022 to 2024; this filing shows Kopp & Bloom Dds PC 401(k) Profit Sharing Plan at $4M / 8 participants.

#7,529
in Healthcare & Social Assistance (17,684 peers)
+11.8%
assets growth YoY

Kopp & Bloom Dds PC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kopp & Bloom Dds PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,957,140 40th percentile higher than 40% 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

Kopp & Bloom Dds PC 401(k) 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. Kopp & Bloom Dds PC 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kopp & Bloom Dds PC 401(k) Profit Sharing Plan reported net income rose from -$172K in the plan year 2022 filing to $418K in the plan year 2023 filing.
  • Kopp & Bloom Dds PC 401(k) Profit Sharing Plan reported participants fell from 10 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Kopp & Bloom Dds PC 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363723121 · Kopp & Bloom Dds PC PY 2023 · 401(k)

Kopp & Bloom Dds PC 401(k) Profit Sharing Plan · $4M · 8 · 40th

  • BOOK $4M
  • VS-ST 8
  • BOY 40th
  • SCH 401(k)
  • EBSA near The Marketplace Employee Retirement Plan
  • PART ind #7529

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 →

Kopp & Bloom Dds PC 401(k) Profit Sharing Plan in the asset neighbourhood

Kopp & Bloom Dds PC 401(k) Profit Sharing PlanKopp & Bloom Dds PC 401(k) P…$4MThe Marketplace Employee Retirement PlanThe Marketplace Employee Ret…$4MRothman Realty Corp. Profit Sharing PlanRothman Realty Corp. Profit …$4MJet.Com Retirement Trust$4MRampart Multifamily 401(k) PlanRampart Multifamily 401(k) P…$4M
End-of-year total assets ($M) among Kopp & Bloom Dds PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kopp & Bloom Dds PC multi-year asset trail

Sponsor-wide plan assets over time

All Kopp & Bloom Dds PC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 31.441752591739043% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.54M $4.65M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 8 $4M
2024 1 8 $5M

Kopp & Bloom Dds PC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$418K
Employer EIN363723121
Plan Effective Date1990-10-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Kopp & Bloom Dds PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Kopp & Bloom Dds PC 401(k) Profit Sharing Plan, Total assets ($B): 0.00395714 · Participants: 8Kopp & Bloom Dds PC 401(k) 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
Kopp & Bloom Dds PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kopp & Bloom Dds PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kopp & Bloom Dds PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Marketplace Employee Retirement Plan in MN ($4M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Kopp & Bloom Dds PC 401(k) Profit Sharing Plan assets move in 2023? ▼
Kopp & Bloom Dds PC 401(k) Profit Sharing Plan grew at a solid clip - up 11.8% during 2023, from $4M to $4M. Reported net income was $418K.
How have Kopp & Bloom Dds PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kopp & Bloom Dds PC's sponsor-wide assets grew 31.4%, from $4M to $5M.
Which 401(k) plans are similar in size to Kopp & Bloom Dds PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Marketplace Employee Retirement Plan in MN ($4M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Kopp & Bloom Dds PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 363723121.

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.