401(k) · DOL Form 5500 · 2023

Steven C. Sommerfeld, D.D.S., P.C. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 4
Participants Small participant base: 24th
Percentile by assets National rank: $272,902
Avg per participant High balance/head

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Official DOL plan name: Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan · Sponsored by Steven C. Sommerfeld, D.D.S., P.C. · Illinois · Healthcare & Social Assistance

$1M in assets, 4 participants

Steven C. Sommerfeld, D.D.S., P.C.'s Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

#3,607 in Healthcare & Social Assistance (17,684 peers)

Steven C. Sommerfeld, D.D.S., P.C. multi-year trail

Steven C. Sommerfeld, D.D.S., P.C.'s plans moved +69.4% in assets from 2022 to 2024; this filing shows Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan at $1M / 4 participants.

#3,607
in Healthcare & Social Assistance (17,684 peers): +23.9%
assets growth YoY

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan among the smaller filed plans by assets

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$1,091,606 24th percentile higher than 24% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 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. Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan reported net income rose from -$53K in the plan year 2022 filing to $211K in the plan year 2023 filing.
Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan end-of-year assets rose from $881K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364196218 · Steven C. Sommerfeld, D.D.S., P.C. PY 2023 · 401(k)

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan · $1M · 4 · 24th

TYPE $1M
NET 4
BOOK 24th
VS-ST 401(k)
BOY near Simms Restaurant Group 401(k) Plan
SCH ind #3607

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 Illinois →

End-of-year total assets ($M) among Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Steven C. Sommerfeld, D.D.S., P.C. multi-year asset trail

Latest sponsor-wide plan assets: $1M 69.39642646324297% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$881K
2023	1	4	$1M
2024	1	3	$1M

Steven C. Sommerfeld, D.D.S., P.C. filing trail (2023)

Total Assets (Beginning of Year)	$881K
Net Assets (End of Year)	$1M
Net Income	$211K
Employer EIN	364196218
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Simms Restaurant Group 401(k) Plan in CA ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Simms Restaurant Group 401(k) Plan (CA) $1M · 415
Jennifer Maw, M.D., Inc. 401(k) Safe Harbor X-Tested Profit Sharing Plan (CA) $1M · N/A
High Country Fuels 401(k) Retirement Plan. (UT) $1M · 250
Thomas W. Sanders Aoc Profit Sharing Plan (CA) $1M · 4

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
Mancini Cpa, PLLC 401-K Plan (AZ) 4 · 0 off

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 Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan assets move in 2023? ▼

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan grew sharply - up 23.9% during 2023, from $881K to $1M. Reported net income was $211K.

How have Steven C. Sommerfeld, D.D.S., P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Steven C. Sommerfeld, D.D.S., P.C.'s sponsor-wide assets grew 69.4%, from $881K to $1M.

Where does Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan ranks in the 24th 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 Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Simms Restaurant Group 401(k) Plan in CA ($1M, 415 participants).

Which 401(k) plans cover a similar participant headcount to Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 364196218.