401(k) · DOL Form 5500 · 2023

Cumberland Family Dental, S.C. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
12
Participants Small participant base
48th
Percentile by assets National rank
$496,337
Avg per participant High balance/head
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Official DOL plan name: Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan · Sponsored by Cumberland Family Dental, S.C. · Wisconsin · Healthcare & Social Assistance

$6M in assets, 12 participants

Cumberland Family Dental, S.C.'s Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan reported $6M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,281 in Healthcare & Social Assistance (17,684 peers)

Cumberland Family Dental, S.C. multi-year trail

Cumberland Family Dental, S.C.'s plans moved +26.4% in assets from 2022 to 2024; this filing shows Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan at $6M / 12 participants.

#9,281
in Healthcare & Social Assistance (17,684 peers)
+22.3%
assets growth YoY

Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$5,956,044 48th percentile higher than 48% 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

Cumberland Family Dental, S.C. Profit Sharing 401(k) 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. Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan reported net income rose from $555K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391946022 · Cumberland Family Dental, S.C. PY 2023 · 401(k)

Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan · $6M · 12 · 48th

  • PART $6M
  • TYPE 12
  • NET 48th
  • BOOK 401(k)
  • VS-ST near Intercept Youth Services, Inc. 401(k) Plan
  • BOY ind #9281

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 →

Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan in the asset neighbourhood

Cumberland Family Dental, S.C. Profit Sharing 401(k) PlanCumberland Family Dental, S.…$6MIntercept Youth Services, Inc. 401(k) PlanIntercept Youth Services, In…$6MWoods Peacock Engineering Consultants 401(k) PlanWoods Peacock Engineering Co…$6MLogan Food Company Inc 401(k) Profit Sharing Plan & TrustLogan Food Company Inc 401(k…$6MSan Antonio Livestock Exposition, Inc. Retirement PlanSan Antonio Livestock Exposi…$6M
End-of-year total assets ($M) among Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cumberland Family Dental, S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Cumberland Family Dental, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 26.393628586574742% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.87M $6.15M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 12 $5M
2023 1 12 $6M
2024 1 13 $6M

Cumberland Family Dental, S.C. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN391946022
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan, Total assets ($B): 0.005956044 · Participants: 12Cumberland Family Dental, S.C. Profit Sharing 401(k) 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
Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Cumberland Family Dental, S.C. 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 Intercept Youth Services, Inc. 401(k) Plan in VA ($6M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan assets move in 2023? ▼
Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan grew sharply - up 22.3% during 2023, from $5M to $6M. Reported net income was $1M.
How have Cumberland Family Dental, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cumberland Family Dental, S.C.'s sponsor-wide assets grew 26.4%, from $5M to $6M.
Which 401(k) plans are similar in size to Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intercept Youth Services, Inc. 401(k) Plan in VA ($6M, 387 participants).
Which 401(k) plans cover a similar participant headcount to Cumberland Family Dental, S.C. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 391946022.

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.