401(k) · DOL Form 5500 · 2023

Health Dynamics Physicians Sc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
28th
Percentile by assets National rank
$267,087
Avg per participant High balance/head
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Official DOL plan name: Health Dynamics Profit Sharing Plan · Sponsored by Health Dynamics Physicians Sc · Wisconsin · Healthcare & Social Assistance

$2M in assets, 6 participants

Health Dynamics Physicians Sc's Health Dynamics Profit Sharing Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,510 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Health Dynamics Profit Sharing Plan contracted severely 54.1% in 2023 ($3M → $2M) for 6 participants.

#4,510
in Healthcare & Social Assistance (17,684 peers)
-54.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Health Dynamics Profit Sharing Plan among the smaller filed plans by assets

Health Dynamics Profit Sharing Plan vs every filed plan by assets

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

$1,602,522 28th percentile higher than 28% 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

Health Dynamics 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. Health Dynamics Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Dynamics Profit Sharing Plan reported net income fell from -$512K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Health Dynamics Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Health Dynamics Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 205272767 · Health Dynamics Physicians Sc PY 2023 · 401(k)

Health Dynamics Profit Sharing Plan · $2M · 6 · 28th

  • BOOK $2M
  • VS-ST 6
  • BOY 28th
  • SCH 401(k)
  • EBSA near Sullivan Mechanical Services, Inc. 401(k) Plan
  • PART ind #4510

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 →

Health Dynamics Profit Sharing Plan in the asset neighbourhood

Health Dynamics Profit Sharing PlanHealth Dynamics Profit Shari…$2MSullivan Mechanical Services, Inc. 401(k) PlanSullivan Mechanical Services…$2MBuster Creek Properties Retirement PlanBuster Creek Properties Reti…$2MBowers and Associates 401(k)/Profit Sharing PlanBowers and Associates 401(k)…$2MB3 Texas Ventures, Inc. 401(k) PlanB3 Texas Ventures, Inc. 401(…$2M
End-of-year total assets ($M) among Health Dynamics Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Health Dynamics Physicians Sc years around the 2023 move

Sponsor-wide plan assets over time

All Health Dynamics Physicians Sc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $3.49M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 6 $2M
2024 1 1 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$2M
Employer EIN205272767
Plan Effective Date2007-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Health Dynamics Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Health Dynamics Profit Sharing Plan, Total assets ($B): 0.001602522 · Participants: 6Health Dynamics 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
Health Dynamics Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Health Dynamics Profit Sharing Plan side-by-side with 3 peers →

Health Dynamics Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sullivan Mechanical Services, Inc. 401(k) Plan in MA ($2M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Health Dynamics Profit Sharing Plan assets move in 2023? ▼
Health Dynamics Profit Sharing Plan contracted severely - down 54.1% during 2023, from $3M to $2M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Health Dynamics Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sullivan Mechanical Services, Inc. 401(k) Plan in MA ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Health Dynamics Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 205272767.

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.