401(k) · DOL Form 5500 · 2023
Pine Grove Family Practice Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $484K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $241,988
- Avg per participant Above avg balance/head
Official DOL plan name: Pine Grove Family Practice Associates, Ltd. Profit Sharing 401(k) Plan · Sponsored by Pine Grove Family Practice Associates, Ltd. · Wisconsin · Healthcare & Social Assistance
$484K in assets, 2 participants
Pine Grove Family Practice Associates, Ltd.'s Pine Grove Family Practice Associates, Ltd. Profit Sharing 401(k) Plan reported $484K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,279 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Pine Grove Family Practice Associates, Ltd. Profit Sharing 401(k) Plan grew at a solid clip 12.2% in 2023 ($431K → $484K) for 2 participants.
- #2,279
- in Healthcare & Social Assistance (17,684 peers)
- +12.2%
- assets growth YoY
Pine Grove Family Practice Associates, Ltd. Profit Sharing 401(k) Plan among the smaller filed plans by assets
Pine Grove Family Practice Associates, Ltd. Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$483,975 18th percentile higher than 18% 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
Pine Grove Family Practice Associates, Ltd. Profit Sharing 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. Pine Grove Family Practice Associates, Ltd. Profit Sharing 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pine Grove Family Practice Associates, Ltd. Profit Sharing 401(k) Plan reported net income rose from -$102K in the plan year 2022 filing to $53K in the plan year 2023 filing.
- Pine Grove Family Practice Associates, Ltd. Profit Sharing 401(k) Plan end-of-year assets rose from $431K in the plan year 2022 filing to $484K in the plan year 2023 filing.
DOL schedule card
Filing strip 391521781 · Pine Grove Family Practice Associates, Ltd. PY 2023 · 401(k)
Pine Grove Family Practice Associates, Ltd. Profit Sharing 401(k) Plan · $484K · 2 · 18th
- EOY $484K
- EOY 2
- EOY 18th
- EOY 401(k)
- EOY near Mountaintop Specialty Services Retirement Plan
- EOY ind #2279
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 →
Pine Grove Family Practice Associates, Ltd. Profit Sharing 401(k) Plan in the asset neighbourhood
Pine Grove Family Practice Associates, Ltd. years around the 2023 move
Sponsor-wide plan assets over time
All Pine Grove Family Practice Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $439K 1.674066002851546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $431K |
| 2023 | 1 | 2 | $484K |
| 2024 | 1 | 2 | $439K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $431K |
|---|---|
| Net Assets (End of Year) | $484K |
| Net Income | $53K |
| Employer EIN | 391521781 |
| Plan Effective Date | 1985-08-01 |
| 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
Pine Grove Family Practice Associates, Ltd. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Mountaintop Specialty Services Retirement Plan in AZ ($484K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($484K here).
- Mountaintop Specialty Services Retirement Plan (AZ) $484K · 1
- Agile Route Solutions Retirement Plan (GA) $484K · 1
- Coventry Group 401(k) Trust (CA) $484K · 1
- Tfi Enterprises Inc. 401(k) Plan (MI) $484K · 128
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.