401(k) · DOL Form 5500 · 2023

Delta Dental of Wisconsin, Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
327
Participants Below avg headcount
88th
Percentile by assets National rank
$195,313
Avg per participant Above avg balance/head
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Official DOL plan name: Delta Dental of Wisconsin, Inc. Retirement Plan · Sponsored by Delta Dental of Wisconsin, Inc. · Wisconsin · Finance & Insurance

$64M in assets, 327 participants

Delta Dental of Wisconsin, Inc.'s Delta Dental of Wisconsin, Inc. Retirement Plan reported $64M in total assets and 327 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,211 in Finance & Insurance (8,869 peers)

Where Delta Dental of Wisconsin, Inc. Retirement Plan sits by assets

Delta Dental of Wisconsin, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $64M for 327 participants (~$195,313/participant), up 20.3% in 2023.

#7,211
in Finance & Insurance (8,869 peers)
+20.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Delta Dental of Wisconsin, Inc. Retirement Plan's outsized position by total assets

Delta Dental of Wisconsin, Inc. Retirement Plan vs every filed plan by assets

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

$63,867,396 Top 12% higher than 88% 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

Delta Dental of Wisconsin, Inc. Retirement 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. Delta Dental of Wisconsin, Inc. Retirement Plan sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Delta Dental of Wisconsin, Inc. Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Delta Dental of Wisconsin, Inc. Retirement Plan end-of-year assets rose from $53M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Delta Dental of Wisconsin, Inc. Retirement Plan reported participants rose from 296 in the plan year 2022 filing to 327 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 396094742 · Delta Dental of Wisconsin, Inc. PY 2023 · 401(k)

Delta Dental of Wisconsin, Inc. Retirement Plan · $64M · 327 · 88th

  • VS-ST $64M
  • VS-ST 327
  • VS-ST 88th
  • VS-ST 401(k)
  • VS-ST near Norwood Medical Employee Savings Plan and Trust
  • VS-ST ind #7211

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Delta Dental of Wisconsin, Inc. Retirement Plan in the asset neighbourhood

Ryobi Die Casting (USA), Inc. Retirement and Savings PlanRyobi Die Casting (USA), Inc…$64MDelta Dental of Wisconsin, Inc. Retirement PlanDelta Dental of Wisconsin, I…$64MNorwood Medical Employee Savings Plan and TrustNorwood Medical Employee Sav…$64MThe Tri-M Group, L.L.C. 401(k) Savings & Investment PlanThe Tri-M Group, L.L.C. 401(…$64MTrinity Partners, LLC 401(k) Profit Sharing PlanTrinity Partners, LLC 401(k)…$64M
End-of-year total assets ($M) among Delta Dental of Wisconsin, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$64M
Net Income$11M
Employer EIN396094742
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delta Dental of Wisconsin, Inc.)

Sponsor-wide plan assets over time

All Delta Dental of Wisconsin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 39.08661618274968% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.1M $73.9M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 296 $53M
2023 1 327 $64M
2024 1 361 $74M

Nearby 401(k) Plans in Wisconsin

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

Delta Dental of Wisconsin, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Delta Dental of Wisconsin, Inc. Retirement Plan, Total assets ($B): 0.063867396 · Participants: 327Delta Dental of Wisconsin, Inc. Retirement 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
Delta Dental of Wisconsin, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Delta Dental of Wisconsin, Inc. Retirement Plan side-by-side with 3 peers →

Delta Dental of Wisconsin, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Norwood Medical Employee Savings Plan and Trust in OH ($64M); by covered participants it is Simpson University 403b Plan in CA (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Delta Dental of Wisconsin, Inc. Retirement Plan assets move in 2023? ▼
Delta Dental of Wisconsin, Inc. Retirement Plan grew sharply - up 20.3% during 2023, from $53M to $64M. Reported net income was $11M.
How have Delta Dental of Wisconsin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delta Dental of Wisconsin, Inc.'s sponsor-wide assets grew 39.1%, from $53M to $74M.
Where does Delta Dental of Wisconsin, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Delta Dental of Wisconsin, Inc. Retirement Plan ranks in the 88th 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 Delta Dental of Wisconsin, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Norwood Medical Employee Savings Plan and Trust in OH ($64M, 1,218 participants).
Which 401(k) plans cover a similar participant headcount to Delta Dental of Wisconsin, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Simpson University 403b Plan in CA (327 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 396094742.

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.