401(k) · DOL Form 5500 · 2024

Robert D Bjork Md Sc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust · Sponsored by Robert D Bjork Md Sc · Wisconsin · Healthcare & Social Assistance

$2M in assets, 1 participants

Robert D Bjork Md Sc's Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,697 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust holds $2M for 1 participant - about $2.0M per participant, in the lower half of filed plans by assets.

#4,697
in Healthcare & Social Assistance (16,916 peers)
+3.8%
assets growth YoY

Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,024,418 30th percentile higher than 30% of 123,620 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 2024

Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust reported net income fell from $82K in the plan year 2023 filing to $73K in the plan year 2024 filing.
  • Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391775092 · Robert D Bjork Md Sc PY 2024 · 401(k)

Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust · $2M · 1 · 30th

  • EBSA $2M
  • PART 1
  • TYPE 30th
  • NET 401(k)
  • BOOK near Realty and Investment Management LLC 401(k) Plan
  • VS-ST ind #4697

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 →

Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Robert D Bjork Md Sc 401(k) Profit Sharing Plan and TrustRobert D Bjork Md Sc 401(k) …$2MRealty and Investment Management LLC 401(k) PlanRealty and Investment Manage…$2MWest Jefferson Radiology, LLC 401(k) Profit SharinWest Jefferson Radiology, LL…$2MRicetec, Inc. Retirement Savings Plan for Puerto Rico EmployeesRicetec, Inc. Retirement Sav…$2MAscend Clinical LLC 401(k) Retirement PlanAscend Clinical LLC 401(k) R…$2M
End-of-year total assets ($M) among Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$73K
Employer EIN391775092
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert D Bjork Md Sc)

Sponsor-wide plan assets over time

All Robert D Bjork Md Sc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.172227372085599% vs 2022
2024 filing year
$1.85M$1.9M$1.95M$2M$2.05M 202220232024 $1.89M $2.02M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby 401(k) Plans in Wisconsin

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

Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002024418 · Participants: 1Robert D Bjork Md Sc 401(k) Profit Sharing Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Robert D Bjork Md Sc 401(k) 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 Realty and Investment Management LLC 401(k) Plan in TN ($2M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust edged up modestly - up 3.8% during 2024, from $2M to $2M. Reported net income was $73K.
How have Robert D Bjork Md Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert D Bjork Md Sc's sponsor-wide assets grew 7.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Realty and Investment Management LLC 401(k) Plan in TN ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Robert D Bjork Md Sc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391775092.

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.