Profit Sharing · DOL Form 5500 · 2023

Haasken Dental, LLC Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
35th
Percentile by assets National rank
$419,386
Avg per participant High balance/head
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Official DOL plan name: Fidelity Retirement Plan · Sponsored by Haasken Dental, LLC · Minnesota · Healthcare & Social Assistance

$3M in assets, 7 participants

Haasken Dental, LLC's Fidelity Retirement Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,415 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Fidelity Retirement Plan declined sharply 17.5% in 2023 ($4M → $3M) for 7 participants.

#6,415
in Healthcare & Social Assistance (17,684 peers)
-17.5%
assets change YoY

The plan reported a net loss of $624K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fidelity Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fidelity Retirement Plan vs every filed plan by assets

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

$2,935,700 35th percentile higher than 35% 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

Fidelity Retirement 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. Fidelity Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelity Retirement Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Fidelity Retirement Plan reported net income rose from -$668K in the plan year 2022 filing to -$624K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814762428 · Haasken Dental, LLC PY 2023 · Profit Sharing

Fidelity Retirement Plan · $3M · 7 · 35th

  • NET $3M
  • BOOK 7
  • VS-ST 35th
  • BOY Profit Sharing
  • SCH near Delta Projects, Inc. 403(b) Retirement Plan
  • EBSA ind #6415

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 Minnesota →

Fidelity Retirement Plan in the asset neighbourhood

Fidelity Retirement Plan$3MZucker & Regev, P.C. Profit Sharing PlanZucker & Regev, P.C. Profit …$3MDelta Projects, Inc. 403(b) Retirement PlanDelta Projects, Inc. 403(b) …$3MCentral Texas Orthopaedic Clinic PA Employees Profit Sharing PlanCentral Texas Orthopaedic Cl…$3MJojon Petroleum Company Profit Sharing PlanJojon Petroleum Company Prof…$3M
End-of-year total assets ($M) among Fidelity Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Haasken Dental, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Haasken Dental, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 0.4719044123905245% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.56M $3.54M ▼ -0.6%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 7 $3M
2024 1 6 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$624K
Employer EIN814762428
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Fidelity Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Fidelity Retirement Plan, Total assets ($B): 0.0029357 · Participants: 7Fidelity Retirement PlanEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Fidelity Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Fidelity Retirement Plan side-by-side with 3 peers →

Fidelity Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Delta Projects, Inc. 403(b) Retirement Plan in MA ($3M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Fidelity Retirement Plan assets move in 2023? ▼
Fidelity Retirement Plan declined sharply - down 17.5% during 2023, from $4M to $3M. Reported net income was -$624K.
How have Haasken Dental, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haasken Dental, LLC's sponsor-wide assets declined 0.5%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Fidelity Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Delta Projects, Inc. 403(b) Retirement Plan in MA ($3M, 313 participants).
Which Profit Sharing plans cover a similar participant headcount to Fidelity Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 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 814762428.

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.