401(k) · DOL Form 5500 · 2023

Ackley, Ackley & Wise, Dmds, PA 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
25
Participants Small participant base
74th
Percentile by assets National rank
$845,790
Avg per participant High balance/head
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Official DOL plan name: Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan · Sponsored by Ackley, Ackley & Wise, Dmds, PA · Florida · Healthcare & Social Assistance

$21M in assets, 25 participants

Ackley, Ackley & Wise, Dmds, PA's Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan reported $21M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,768 in Healthcare & Social Assistance (17,684 peers)

Ackley, Ackley & Wise, Dmds, PA multi-year trail

Ackley, Ackley & Wise, Dmds, PA's plans moved +19.6% in assets from 2022 to 2024; this filing shows Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan at $21M / 25 participants.

#13,768
in Healthcare & Social Assistance (17,684 peers)
+7.0%
assets growth YoY

Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan's outsized position by total assets

Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan vs every filed plan by assets

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

$21,144,757 Top 26% higher than 74% 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

Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan reported net income rose from -$376K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan reported participants rose from 23 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 592209155 · Ackley, Ackley & Wise, Dmds, PA PY 2023 · 401(k)

Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan · $21M · 25 · 74th

  • VS-ST $21M
  • BOY 25
  • SCH 74th
  • EBSA 401(k)
  • PART near Baker Book House Employees' Profit Sharing Plan
  • TYPE ind #13768

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 Florida →

Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan in the asset neighbourhood

Ackley, Ackley & Wise, Dmds, PA Profit Sharing PlanAckley, Ackley & Wise, Dmds,…$21MBaker Book House Employees' Profit Sharing PlanBaker Book House Employees' …$21MR&l Spring Company 401(k) PlanR&l Spring Company 401(k) Pl…$21MMetglas, Inc. 401(k) Plan$21MMinuteman Press International, Inc. 401(k) Profit Sharing PlanMinuteman Press Internationa…$21M
End-of-year total assets ($M) among Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ackley, Ackley & Wise, Dmds, PA multi-year asset trail

Sponsor-wide plan assets over time

All Ackley, Ackley & Wise, Dmds, PA plans reported in each filing year

Latest sponsor-wide plan assets
$24M 19.591552343822435% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.8M $23.6M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 23 $20M
2023 1 25 $21M
2024 1 26 $24M

Ackley, Ackley & Wise, Dmds, PA filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$1M
Employer EIN592209155
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan, Total assets ($B): 0.021144757 · Participants: 25Ackley, Ackley & Wise, Dmds, PA Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan side-by-side with 3 peers →

Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Baker Book House Employees' Profit Sharing Plan in MI ($21M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan assets move in 2023? ▼
Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan grew at a solid clip - up 7.0% during 2023, from $20M to $21M. Reported net income was $1M.
How have Ackley, Ackley & Wise, Dmds, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ackley, Ackley & Wise, Dmds, PA's sponsor-wide assets grew 19.6%, from $20M to $24M.
Which 401(k) plans are similar in size to Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baker Book House Employees' Profit Sharing Plan in MI ($21M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 participants, N/A 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 592209155.

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.