Profit Sharing · DOL Form 5500 · 2024

Robert R. Youngquist, Dds., Ltd. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 1
Participants Small participant base: 39th
Percentile by assets National rank: $4.3M
Avg per participant High balance/head

Official DOL plan name: Robert R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan · Sponsored by Robert R. Youngquist, Dds., Ltd. · Wisconsin · Healthcare & Social Assistance

$4M in assets, 1 participants

Robert R. Youngquist, Dds., Ltd.'s Robert R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan reported $4M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

#7,061 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Robert R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan holds $4M for 1 participant - about $4.3M per participant, in the lower half of filed plans by assets.

#7,061
in Healthcare & Social Assistance (16,916 peers): $4M
reported net income

Robert R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Robert R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,328,014 39th percentile higher than 39% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Robert R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan 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 R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 391409181 · Robert R. Youngquist, Dds., Ltd. PY 2024 · Profit Sharing

Robert R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan · $4M · 1 · 39th

SCH $4M
EBSA 1
PART 39th
TYPE Profit Sharing
NET near G.E. Kloos Material Co. Profit Sharing Plan and Trust Agreement
BOOK ind #7061

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 →

End-of-year total assets ($M) among Robert R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$4M
Net Income	$4M
Employer EIN	391409181
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Robert R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
Aspirus, Inc. Retirement Plan $893M · 10,194
Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
Clarios Retirement Savings and Investment Plan $334M · 5,088

Compare Robert R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Robert R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is G.E. Kloos Material Co. Profit Sharing Plan and Trust Agreement in IL ($4M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

G.E. Kloos Material Co. Profit Sharing Plan and Trust Agreement (IL) $4M · 8
Js Vacations Inc. Retirement Plan (AL) $4M · 16
Traditional Line Ltd Psp Plan (NY) $4M · 15
Wjl Distributors Inc Profit Sharing Plan (CA) $4M · 12

Similar participant headcount

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

Gerald L. Bowen, P.C. Profit Sharing Plan (PA) 1 · 0 off
Sorensen & Edwards, P.S. (WA) 1 · 0 off
Sun Services Incorporated Retirement Plan (MA) 1 · 0 off
Agile Funding & Investments, Inc. Retirement Plan (VA) 1 · 0 off

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

Frequently Asked Questions

Which Profit Sharing plans are similar in size to Robert R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is G.E. Kloos Material Co. Profit Sharing Plan and Trust Agreement in IL ($4M, 8 participants).

Which Profit Sharing plans cover a similar participant headcount to Robert R. Youngquist, Dds., Ltd. 401(k) Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 391409181.