401(k) · DOL Form 5500 · 2023
Elmbrook Oral & Maxillofacial Surgery Associates, S.C. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $737,942
- Avg per participant High balance/head
Official DOL plan name: Elmbrook Oral & Maxillofacial Surgery Profit Sharing Plan · Sponsored by Elmbrook Oral & Maxillofacial Surgery Associates, S.C. · Wisconsin · Healthcare & Social Assistance
$4M in assets, 6 participants
Elmbrook Oral & Maxillofacial Surgery Associates, S.C.'s Elmbrook Oral & Maxillofacial Surgery Profit Sharing Plan reported $4M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,033 in Healthcare & Social Assistance (17,684 peers)
Elmbrook Oral & Maxillofacial Surgery Associates, S.C. multi-year trail
Elmbrook Oral & Maxillofacial Surgery Associates, S.C.'s plans moved +18.6% in assets from 2022 to 2024; this filing shows Elmbrook Oral & Maxillofacial Surgery Profit Sharing Plan at $4M / 6 participants.
- #8,033
- in Healthcare & Social Assistance (17,684 peers)
- +3.7%
- assets growth YoY
Elmbrook Oral & Maxillofacial Surgery Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Elmbrook Oral & Maxillofacial Surgery Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,427,654 42nd percentile higher than 42% 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
Elmbrook Oral & Maxillofacial Surgery 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. Elmbrook Oral & Maxillofacial Surgery Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Elmbrook Oral & Maxillofacial Surgery Profit Sharing Plan reported net income fell from $505K in the plan year 2022 filing to $157K in the plan year 2023 filing.
- Elmbrook Oral & Maxillofacial Surgery Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- Elmbrook Oral & Maxillofacial Surgery Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 391248439 · Elmbrook Oral & Maxillofacial Surgery Associates, S.C. PY 2023 · 401(k)
Elmbrook Oral & Maxillofacial Surgery Profit Sharing Plan · $4M · 6 · 42nd
- BOOK $4M
- VS-ST 6
- BOY 42nd
- SCH 401(k)
- EBSA near Yotel Management USA Co LLC 401(k) Profit Sharing Plan and Trust
- PART ind #8033
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 →
Elmbrook Oral & Maxillofacial Surgery Profit Sharing Plan in the asset neighbourhood
Elmbrook Oral & Maxillofacial Surgery Associates, S.C. multi-year asset trail
Sponsor-wide plan assets over time
All Elmbrook Oral & Maxillofacial Surgery Associates, S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 18.568231562092482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $4M |
| 2023 | 1 | 6 | $4M |
| 2024 | 1 | 4 | $5M |
Elmbrook Oral & Maxillofacial Surgery Associates, S.C. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $157K |
| Employer EIN | 391248439 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Elmbrook Oral & Maxillofacial Surgery Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Yotel Management USA Co LLC 401(k) Profit Sharing Plan and Trust in NY ($4M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.