401(k) · DOL Form 5500 · 2023

Valley Endodontics, Ltd. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
36
Participants Small participant base
65th
Percentile by assets National rank
$368,630
Avg per participant High balance/head
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Official DOL plan name: Valley Endodontics, Ltd. 401(k) Profit Sharing Plan · Sponsored by Valley Endodontics, Ltd. · Wisconsin · Healthcare & Social Assistance

$13M in assets, 36 participants

Valley Endodontics, Ltd.'s Valley Endodontics, Ltd. 401(k) Profit Sharing Plan reported $13M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,352 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Valley Endodontics, Ltd. 401(k) Profit Sharing Plan grew sharply 20.1% in 2023 ($11M → $13M) for 36 participants.

#12,352
in Healthcare & Social Assistance (17,684 peers)
+20.1%
assets growth YoY

Valley Endodontics, Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Valley Endodontics, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,270,671 Top 35% higher than 65% 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

Valley Endodontics, Ltd. 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. Valley Endodontics, Ltd. 401(k) Profit Sharing Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Endodontics, Ltd. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Valley Endodontics, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Valley Endodontics, Ltd. 401(k) Profit Sharing Plan reported participants rose from 33 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391315629 · Valley Endodontics, Ltd. PY 2023 · 401(k)

Valley Endodontics, Ltd. 401(k) Profit Sharing Plan · $13M · 36 · 65th

  • EOY $13M
  • 5500 36
  • ASSETS 65th
  • PCT 401(k)
  • EIN near Csafe Global 401(k) Plan
  • RANK ind #12352

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 →

Valley Endodontics, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

Valley Endodontics, Ltd. 401(k) Profit Sharing PlanValley Endodontics, Ltd. 401…$13MCsafe Global 401(k) Plan$13MVoice Systems Engineering, Inc. 401(k) Profit Sharing PlanVoice Systems Engineering, I…$13M403(b) Thrift Plan of Central Florida Family Health Center, Inc. D/B/a True Health403(b) Thrift Plan of Centra…$13MPressmen Local 72 401(k) Retirement PlanPressmen Local 72 401(k) Ret…$13M
End-of-year total assets ($M) among Valley Endodontics, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Valley Endodontics, Ltd. years around the 2023 move

Sponsor-wide plan assets over time

All Valley Endodontics, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.737858834887323% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $11.4M ▲ +2.7%
Year Plans Participants Total Assets
2022 1 33 $11M
2023 1 36 $13M
2024 1 34 $11M

2023 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN391315629
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Valley Endodontics, Ltd. 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 ($B) Participants Valley Endodontics, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.013270671 · Participants: 36Valley Endodontics, Ltd. 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
Valley Endodontics, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Valley Endodontics, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Valley Endodontics, Ltd. 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 Csafe Global 401(k) Plan in OH ($13M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Valley Endodontics, Ltd. 401(k) Profit Sharing Plan assets move in 2023? ▼
Valley Endodontics, Ltd. 401(k) Profit Sharing Plan grew sharply - up 20.1% during 2023, from $11M to $13M. Reported net income was $2M.
How have Valley Endodontics, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Endodontics, Ltd.'s sponsor-wide assets grew 2.7%, from $11M to $11M.
Which 401(k) plans are similar in size to Valley Endodontics, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Csafe Global 401(k) Plan in OH ($13M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Valley Endodontics, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 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 391315629.

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.