401(k) · DOL Form 5500 · 2023

Summit Dental Management, S.C. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
539
Participants Below avg headcount
86th
Percentile by assets National rank
$99,212
Avg per participant Below avg balance/head
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Official DOL plan name: Summit Dental Consulting 401(k) Profit Sharing Plan · Sponsored by Summit Dental Management, S.C. · Wisconsin · Healthcare & Social Assistance

$53M in assets, 539 participants

Summit Dental Management, S.C.'s Summit Dental Consulting 401(k) Profit Sharing Plan reported $53M in total assets and 539 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,627 in Healthcare & Social Assistance (17,684 peers)

Where Summit Dental Consulting 401(k) Profit Sharing Plan sits by assets

Summit Dental Consulting 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $53M for 539 participants (~$99,212/participant), up 24.1% in 2023.

#15,627
in Healthcare & Social Assistance (17,684 peers)
+24.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Summit Dental Consulting 401(k) Profit Sharing Plan's outsized position by total assets

Summit Dental Consulting 401(k) Profit Sharing Plan vs every filed plan by assets

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

$53,475,397 Top 14% higher than 86% 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

Summit Dental Consulting 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Dental Consulting 401(k) Profit Sharing Plan sits mid-pack in the medium band (539 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summit Dental Consulting 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Summit Dental Consulting 401(k) Profit Sharing Plan end-of-year assets rose from $43M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Summit Dental Consulting 401(k) Profit Sharing Plan reported participants rose from 480 in the plan year 2022 filing to 539 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391990304 · Summit Dental Management, S.C. PY 2023 · 401(k)

Summit Dental Consulting 401(k) Profit Sharing Plan · $53M · 539 · 86th

  • SCH $53M
  • SCH 539
  • SCH 86th
  • SCH 401(k)
  • SCH near Sugar Creek Packing Co. 401(k) Plan and Trust
  • SCH ind #15627

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 →

Summit Dental Consulting 401(k) Profit Sharing Plan in the asset neighbourhood

Digimarc 401(k) Profit Sharing PlanDigimarc 401(k) Profit Shari…$53MSummit Dental Consulting 401(k) Profit Sharing PlanSummit Dental Consulting 401…$53MSugar Creek Packing Co. 401(k) Plan and TrustSugar Creek Packing Co. 401(…$53MHudson Group, Inc. 401(k) PlanHudson Group, Inc. 401(k) Pl…$53MDechra Veterinary Products 401(k) PlanDechra Veterinary Products 4…$53M
End-of-year total assets ($M) among Summit Dental Consulting 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$53M
Net Income$10M
Employer EIN391990304
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Dental Management, S.C.)

Sponsor-wide plan assets over time

All Summit Dental Management, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 46.16396255644218% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.1M $63M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 480 $43M
2023 1 539 $53M
2024 1 524 $63M

Nearby 401(k) Plans in Wisconsin

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

Summit Dental Consulting 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Summit Dental Consulting 401(k) Profit Sharing Plan, Total assets ($B): 0.053475397 · Participants: 539Summit Dental Consulting 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
Summit Dental Consulting 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Summit Dental Consulting 401(k) Profit Sharing Plan side-by-side with 3 peers →

Summit Dental Consulting 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 Sugar Creek Packing Co. 401(k) Plan and Trust in OH ($53M); by covered participants it is Nippon Dynawave Packaging Co. 401(k) Plan in WA (539 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (539 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 Summit Dental Consulting 401(k) Profit Sharing Plan assets move in 2023? ▼
Summit Dental Consulting 401(k) Profit Sharing Plan grew sharply - up 24.1% during 2023, from $43M to $53M. Reported net income was $10M.
How have Summit Dental Management, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Dental Management, S.C.'s sponsor-wide assets grew 46.2%, from $43M to $63M.
Where does Summit Dental Consulting 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Summit Dental Consulting 401(k) Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Summit Dental Consulting 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sugar Creek Packing Co. 401(k) Plan and Trust in OH ($53M, 1,594 participants).
Which 401(k) plans cover a similar participant headcount to Summit Dental Consulting 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nippon Dynawave Packaging Co. 401(k) Plan in WA (539 participants, $78M 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 391990304.

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.