401(k) · DOL Form 5500 · 2023

Stacey Dental Sc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
37th
Percentile by assets National rank
$247,067
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stacey Dental Sc 401(k) Profit Sharing Plan · Sponsored by Stacey Dental Sc · Wisconsin · Healthcare & Social Assistance

$3M in assets, 13 participants

Stacey Dental Sc's Stacey Dental Sc 401(k) Profit Sharing Plan reported $3M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,716 in Healthcare & Social Assistance (17,684 peers)

Stacey Dental Sc multi-year trail

Stacey Dental Sc's plans moved +21.4% in assets from 2022 to 2024; this filing shows Stacey Dental Sc 401(k) Profit Sharing Plan at $3M / 13 participants.

#6,716
in Healthcare & Social Assistance (17,684 peers)
+15.4%
assets growth YoY

Stacey Dental Sc 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stacey Dental Sc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,211,873 37th percentile higher than 37% 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

Stacey Dental Sc 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stacey Dental Sc 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stacey Dental Sc 401(k) Profit Sharing Plan reported net income rose from -$421K in the plan year 2022 filing to $428K in the plan year 2023 filing.
  • Stacey Dental Sc 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391216068 · Stacey Dental Sc PY 2023 · 401(k)

Stacey Dental Sc 401(k) Profit Sharing Plan · $3M · 13 · 37th

  • PCT $3M
  • PCT 13
  • PCT 37th
  • PCT 401(k)
  • PCT near Uni-Systems, LLC 401(k) Profit Sharing Plan
  • PCT ind #6716

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 →

Stacey Dental Sc 401(k) Profit Sharing Plan in the asset neighbourhood

Stacey Dental Sc 401(k) Profit Sharing PlanStacey Dental Sc 401(k) Prof…$3MUni-Systems, LLC 401(k) Profit Sharing PlanUni-Systems, LLC 401(k) Prof…$3MJoink, LLC 401(k) Plan$3MCleveland Medical Devices, Inc. Retirement PlanCleveland Medical Devices, I…$3MTraffic Engineering Consultants, Inc, 401(k) Profit Sharing PlanTraffic Engineering Consulta…$3M
End-of-year total assets ($M) among Stacey Dental Sc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stacey Dental Sc multi-year asset trail

Sponsor-wide plan assets over time

All Stacey Dental Sc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.351056917402367% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.78M $3.38M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 13 $3M
2024 1 15 $3M

Stacey Dental Sc filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$428K
Employer EIN391216068
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Stacey Dental Sc 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 ($B) Participants Stacey Dental Sc 401(k) Profit Sharing Plan, Total assets ($B): 0.003211873 · Participants: 13Stacey Dental Sc 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
Stacey Dental Sc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Stacey Dental Sc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stacey Dental Sc 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 Uni-Systems, LLC 401(k) Profit Sharing Plan in MN ($3M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Stacey Dental Sc 401(k) Profit Sharing Plan assets move in 2023? ▼
Stacey Dental Sc 401(k) Profit Sharing Plan grew sharply - up 15.4% during 2023, from $3M to $3M. Reported net income was $428K.
How have Stacey Dental Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stacey Dental Sc's sponsor-wide assets grew 21.4%, from $3M to $3M.
Which 401(k) plans are similar in size to Stacey Dental Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uni-Systems, LLC 401(k) Profit Sharing Plan in MN ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Stacey Dental Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 391216068.

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.