401(k) · DOL Form 5500 · 2023

Kell Family Dental, S.C. 401(k) Plan

Data updated 2026-08-25

$630K
Total assets Small plan by assets
5
Participants Small participant base
20th
Percentile by assets National rank
$126,014
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kell Family Dental, S.C. Profit Sharing 401(k) Plan · Sponsored by Kell Family Dental, S.C. · Wisconsin · Healthcare & Social Assistance

$630K in assets, 5 participants

Kell Family Dental, S.C.'s Kell Family Dental, S.C. Profit Sharing 401(k) Plan reported $630K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,675 in Healthcare & Social Assistance (17,684 peers)

Kell Family Dental, S.C. multi-year trail

Kell Family Dental, S.C.'s plans moved +52.6% in assets from 2022 to 2024; this filing shows Kell Family Dental, S.C. Profit Sharing 401(k) Plan at $630K / 5 participants.

#2,675
in Healthcare & Social Assistance (17,684 peers)
+27.0%
assets growth YoY

Kell Family Dental, S.C. Profit Sharing 401(k) Plan among the smaller filed plans by assets

Kell Family Dental, S.C. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$630,069 20th percentile higher than 20% 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

Kell Family Dental, S.C. Profit Sharing 401(k) 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. Kell Family Dental, S.C. Profit Sharing 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kell Family Dental, S.C. Profit Sharing 401(k) Plan reported net income rose from $88K in the plan year 2022 filing to $134K in the plan year 2023 filing.
  • Kell Family Dental, S.C. Profit Sharing 401(k) Plan end-of-year assets fell from $772K in the plan year 2022 filing to $630K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391931127 · Kell Family Dental, S.C. PY 2023 · 401(k)

Kell Family Dental, S.C. Profit Sharing 401(k) Plan · $630K · 5 · 20th

  • VS-ST $630K
  • BOY 5
  • SCH 20th
  • EBSA 401(k)
  • PART near Lamplight Investment Co. 401(k) Plan
  • TYPE ind #2675

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 →

Kell Family Dental, S.C. Profit Sharing 401(k) Plan in the asset neighbourhood

Kell Family Dental, S.C. Profit Sharing 401(k) PlanKell Family Dental, S.C. Pro…$630KLamplight Investment Co. 401(k) PlanLamplight Investment Co. 401…$630KParadiso Painting Company, Inc. 401(k) Profit SharParadiso Painting Company, I…$630KCrestwood, Inc. 401(k) Plan$630KBonal Technologies, Inc. 401(k) Profit Sharing PlanBonal Technologies, Inc. 401…$630K
End-of-year total assets ($M) among Kell Family Dental, S.C. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kell Family Dental, S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kell Family Dental, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.6101774835192% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.77M $1.18M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 5 $772K
2023 3 14 $2M
2024 1 5 $1M

Kell Family Dental, S.C. filing trail (2023)

Total Assets (Beginning of Year)$496K
Net Assets (End of Year)$630K
Net Income$134K
Employer EIN391931127
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Kell Family Dental, S.C. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Kell Family Dental, S.C. Profit Sharing 401(k) Plan, Total assets ($B): 0.000630069 · Participants: 5Kell Family Dental, S.C. Profit Sharing 401(k) 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
Kell Family Dental, S.C. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kell Family Dental, S.C. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Kell Family Dental, S.C. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lamplight Investment Co. 401(k) Plan in TX ($630K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Kell Family Dental, S.C. Profit Sharing 401(k) Plan assets move in 2023? ▼
Kell Family Dental, S.C. Profit Sharing 401(k) Plan grew sharply - up 27.0% during 2023, from $496K to $630K. Reported net income was $134K.
How have Kell Family Dental, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kell Family Dental, S.C.'s sponsor-wide assets grew 52.6%, from $772K to $1M.
Where does Kell Family Dental, S.C. Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Kell Family Dental, S.C. Profit Sharing 401(k) Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kell Family Dental, S.C. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lamplight Investment Co. 401(k) Plan in TX ($630K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Kell Family Dental, S.C. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 391931127.

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.