401(k) · DOL Form 5500 · 2023

Dental Assoc. Family and Specialty Care 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
785
Participants Near avg headcount
89th
Percentile by assets National rank
$98,845
Avg per participant Below avg balance/head
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Official DOL plan name: Dental Associates 401(k) Plan · Sponsored by Dental Assoc. Family and Specialty Care · Wisconsin · Healthcare & Social Assistance

$78M in assets, 785 participants

Dental Assoc. Family and Specialty Care's Dental Associates 401(k) Plan reported $78M in total assets and 785 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #16,081 in Healthcare & Social Assistance (17,684 peers)

Where Dental Associates 401(k) Plan sits by assets

Dental Associates 401(k) Plan sits in the top quartile of all filed plans by assets, $78M for 785 participants (~$98,845/participant), up 22.1% in 2023.

#16,081
in Healthcare & Social Assistance (17,684 peers)
+22.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Dental Associates 401(k) Plan's outsized position by total assets

Dental Associates 401(k) Plan vs every filed plan by assets

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

$77,593,208 Top 11% higher than 89% 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

Dental Associates 401(k) 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. Dental Associates 401(k) Plan sits mid-pack in the medium band (785 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dental Associates 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Dental Associates 401(k) Plan end-of-year assets rose from $64M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Dental Associates 401(k) Plan reported participants rose from 777 in the plan year 2022 filing to 785 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270339413 · Dental Assoc. Family and Specialty Care PY 2023 · 401(k)

Dental Associates 401(k) Plan · $78M · 785 · 89th

  • 5500 $78M
  • 5500 785
  • 5500 89th
  • 5500 401(k)
  • 5500 near Community Trust Bancorp Inc Savings Plan
  • 5500 ind #16081

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 →

Dental Associates 401(k) Plan in the asset neighbourhood

Arbor Realty Sr, Inc. 401(k) Retirement PlanArbor Realty Sr, Inc. 401(k)…$78MDental Associates 401(k) Plan$78MCommunity Trust Bancorp Inc Savings PlanCommunity Trust Bancorp Inc …$78MEhealth Insurance Services, Inc. 401(k) PlanEhealth Insurance Services, …$78MPinnacle Health System 401(k) PlanPinnacle Health System 401(k…$78M
End-of-year total assets ($M) among Dental Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$78M
Net Income$14M
Employer EIN270339413
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dental Assoc. Family and Specialty Care)

Sponsor-wide plan assets over time

All Dental Assoc. Family and Specialty Care plans reported in each filing year

Latest sponsor-wide plan assets
$86M 34.739544114711975% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.5M $85.6M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 777 $64M
2023 1 785 $78M
2024 1 775 $86M

Nearby 401(k) Plans in Wisconsin

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

Dental Associates 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Dental Associates 401(k) Plan, Total assets ($B): 0.077593208 · Participants: 785Dental Associates 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
Dental Associates 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Dental Associates 401(k) Plan side-by-side with 3 peers →

Dental Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Community Trust Bancorp Inc Savings Plan in KY ($78M); by covered participants it is Mainscape, Inc. 401(k) Plan in IN (785 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (785 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 Dental Associates 401(k) Plan assets move in 2023? ▼
Dental Associates 401(k) Plan grew sharply - up 22.1% during 2023, from $64M to $78M. Reported net income was $14M.
How have Dental Assoc. Family and Specialty Care plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dental Assoc. Family and Specialty Care's sponsor-wide assets grew 34.7%, from $64M to $86M.
Where does Dental Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
Dental Associates 401(k) Plan ranks in the 89th 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 Dental Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Trust Bancorp Inc Savings Plan in KY ($78M, 836 participants).
Which 401(k) plans cover a similar participant headcount to Dental Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mainscape, Inc. 401(k) Plan in IN (785 participants, $5M 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 270339413.

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.