401(k) · DOL Form 5500 · 2023

Creating Beautiful Smiles Sc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
25th
Percentile by assets National rank
$92,140
Avg per participant Below avg balance/head
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Official DOL plan name: Creating Beautiful Smiles 401(k) Plan and Trust · Sponsored by Creating Beautiful Smiles Sc · Wisconsin · Healthcare & Social Assistance

$1M in assets, 13 participants

Creating Beautiful Smiles Sc's Creating Beautiful Smiles 401(k) Plan and Trust reported $1M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,788 in Healthcare & Social Assistance (17,684 peers)

Creating Beautiful Smiles Sc multi-year trail

Creating Beautiful Smiles Sc's plans moved -14.2% in assets from 2022 to 2024; this filing shows Creating Beautiful Smiles 401(k) Plan and Trust at $1M / 13 participants.

#3,788
in Healthcare & Social Assistance (17,684 peers)
-24.4%
assets change YoY

The plan reported a net loss of $386K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Creating Beautiful Smiles 401(k) Plan and Trust among the smaller filed plans by assets

Creating Beautiful Smiles 401(k) Plan and Trust vs every filed plan by assets

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

$1,197,823 25th percentile higher than 25% 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

Creating Beautiful Smiles 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Creating Beautiful Smiles 401(k) Plan and Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Creating Beautiful Smiles 401(k) Plan and Trust reported net income fell from -$189K in the plan year 2022 filing to -$386K in the plan year 2023 filing.
  • Creating Beautiful Smiles 401(k) Plan and Trust end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Creating Beautiful Smiles 401(k) Plan and Trust reported participants fell from 14 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 813653025 · Creating Beautiful Smiles Sc PY 2023 · 401(k)

Creating Beautiful Smiles 401(k) Plan and Trust · $1M · 13 · 25th

  • BOY $1M
  • BOY 13
  • BOY 25th
  • BOY 401(k)
  • BOY near Unity for the Homeless 401(k) Plan
  • BOY ind #3788

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 →

Creating Beautiful Smiles 401(k) Plan and Trust in the asset neighbourhood

Creating Beautiful Smiles 401(k) Plan and TrustCreating Beautiful Smiles 40…$1MUnity for the Homeless 401(k) PlanUnity for the Homeless 401(k…$1M55n5 Inc Retirement Plan$1MReef Realty, Ltd. New Comparability 401(k) Profit Sharing PlanReef Realty, Ltd. New Compar…$1MPpr Land Company, Inc. 401(k) PlanPpr Land Company, Inc. 401(k…$1M
End-of-year total assets ($M) among Creating Beautiful Smiles 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Creating Beautiful Smiles Sc multi-year asset trail

Sponsor-wide plan assets over time

All Creating Beautiful Smiles Sc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 14.20564866726737% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.58M $1.36M ▼ -13.9%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 13 $1M
2024 1 13 $1M

Creating Beautiful Smiles Sc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$386K
Employer EIN813653025
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Creating Beautiful Smiles 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Creating Beautiful Smiles 401(k) Plan and Trust, Total assets ($B): 0.001197823 · Participants: 13Creating Beautiful Smiles 401(k) Plan and TrustAdvocate 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
Creating Beautiful Smiles 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Creating Beautiful Smiles 401(k) Plan and Trust side-by-side with 3 peers →

Creating Beautiful Smiles 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Unity for the Homeless 401(k) Plan in LA ($1M); 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 Creating Beautiful Smiles 401(k) Plan and Trust assets move in 2023? ▼
Creating Beautiful Smiles 401(k) Plan and Trust declined sharply - down 24.4% during 2023, from $2M to $1M. Reported net income was -$386K.
How have Creating Beautiful Smiles Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Creating Beautiful Smiles Sc's sponsor-wide assets declined 14.2%, from $2M to $1M.
Where does Creating Beautiful Smiles 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Creating Beautiful Smiles 401(k) Plan and Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Creating Beautiful Smiles 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Unity for the Homeless 401(k) Plan in LA ($1M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Creating Beautiful Smiles 401(k) Plan and Trust? ▼
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 813653025.

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.