401(k) · DOL Form 5500 · 2023
Lake Geneva Oral & 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 42
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $665,375
- Avg per participant High balance/head
Official DOL plan name: Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust · Sponsored by Lake Geneva Oral & · Wisconsin · Healthcare & Social Assistance
$28M in assets, 42 participants
Lake Geneva Oral &'s Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust reported $28M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,422 in Healthcare & Social Assistance (17,684 peers)
Where Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust sits by assets
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 42 participants (~$665,375/participant), up 11.2% in 2023.
- #14,422
- in Healthcare & Social Assistance (17,684 peers)
- +11.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust's outsized position by total assets
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,945,732 Top 22% higher than 78% 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
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust is a small filing (42 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust reported participants fell from 43 in the plan year 2022 filing to 42 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391142906 · Lake Geneva Oral & PY 2023 · 401(k)
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust · $28M · 42 · 78th
- EBSA $28M
- PART 42
- TYPE 78th
- NET 401(k)
- BOOK near Southwest Range Services 401(k) Plan
- VS-ST ind #14422
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 →
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 391142906 |
| Plan Effective Date | 1987-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Geneva Oral &)
Sponsor-wide plan assets over time
All Lake Geneva Oral & plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 24.17126946513418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $25M |
| 2023 | 1 | 42 | $28M |
| 2024 | 1 | 39 | $31M |
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
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Southwest Range Services 401(k) Plan in NM ($28M); by covered participants it is Rodriguez Hidalgo Retirement Plan in PR (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Southwest Range Services 401(k) Plan (NM) $28M · 286
- Distribution Management, Inc. 401(k) Plan (MO) $28M · 385
- Siegfried USA, LLC. Profit Sharing/401(k) Savings Plan (NJ) $28M · 98
- Tai Retirement Savings Plan (MD) $28M · 269
Similar participant headcount
Nearest other-state filings by covered participants (42 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.