401(k) · DOL Form 5500 · 2023

Mark a Brodhagen Dds Sc 401(k) Plan

Data updated 2026-08-25

$903K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$902,660
Avg per participant High balance/head
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Official DOL plan name: Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan · Sponsored by Mark a Brodhagen Dds Sc · Wisconsin · Healthcare & Social Assistance

$903K in assets, 1 participants

Mark a Brodhagen Dds Sc's Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan reported $903K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,259 in Healthcare & Social Assistance (17,684 peers)

Mark a Brodhagen Dds Sc multi-year trail

Mark a Brodhagen Dds Sc's plans moved -61.9% in assets from 2022 to 2023; this filing shows Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan at $903K / 1 participant.

#3,259
in Healthcare & Social Assistance (17,684 peers)
-61.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$902,660 23rd percentile higher than 23% 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

Mark a Brodhagen Dds Sc 401(k) Profit Sharing 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. Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan reported participants fell from 13 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $903K in the plan year 2023 filing.
  • Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan reported net income fell from -$1M in the plan year 2022 filing to -$1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391375316 · Mark a Brodhagen Dds Sc PY 2023 · 401(k)

Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan · $903K · 1 · 23rd

  • EBSA $903K
  • EBSA 1
  • EBSA 23rd
  • EBSA 401(k)
  • EBSA near Halo Radius Solo 401(k)
  • EBSA ind #3259

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 →

Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan in the asset neighbourhood

Mark a Brodhagen Dds Sc 401(k) Profit Sharing PlanMark a Brodhagen Dds Sc 401(…$903KHalo Radius Solo 401(k)$903KGermantown Plantation Ret Comm 401(k) Profit Sharing Plan & TrustGermantown Plantation Ret Co…$903KCu Dealer Direct 401(k) Plan$903KTaqueria Los Gallos Express 401(k) PlanTaqueria Los Gallos Express …$903K
End-of-year total assets ($M) among Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mark a Brodhagen Dds Sc multi-year asset trail

Sponsor-wide plan assets over time

All Mark a Brodhagen Dds Sc plans reported in each filing year

Latest sponsor-wide plan assets
$903K 61.9396902671845% vs 2022
2023 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 20222023 $2.37M $0.9M ▼ -62.0%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 1 $903K

Mark a Brodhagen Dds Sc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$903K
Net Income-$1M
Employer EIN391375316
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan, Total assets ($B): 0.00090266 · Participants: 1Mark a Brodhagen Dds Sc 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
Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mark a Brodhagen Dds Sc 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 Halo Radius Solo 401(k) in WY ($903K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($903K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan assets move in 2023? ▼
Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan contracted severely - down 61.9% during 2023, from $2M to $903K. Reported net income was -$1M.
How have Mark a Brodhagen Dds Sc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mark a Brodhagen Dds Sc's sponsor-wide assets declined 61.9%, from $2M to $903K.
Where does Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan ranks in the 23rd 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 Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Halo Radius Solo 401(k) in WY ($903K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 391375316.

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.