401(k) · DOL Form 5500 · 2024
David C. Shonberg, D.D.S., F.a.C.P., Ltd. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $2.2M
- Avg per participant High balance/head
Official DOL plan name: David Shonberg, Dds, Ltd. 401(k) Plan and Trust · Sponsored by David C. Shonberg, D.D.S., F.a.C.P., Ltd. · Illinois · Healthcare & Social Assistance
$2M in assets, 1 participants
David C. Shonberg, D.D.S., F.a.C.P., Ltd.'s David Shonberg, Dds, Ltd. 401(k) Plan and Trust reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #4,945 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
David Shonberg, Dds, Ltd. 401(k) Plan and Trust holds $2M for 1 participant - about $2.2M per participant, in the lower half of filed plans by assets.
- #4,945
- in Healthcare & Social Assistance (16,916 peers)
- +4.8%
- assets growth YoY
David Shonberg, Dds, Ltd. 401(k) Plan and Trust among the smaller filed plans by assets
David Shonberg, Dds, Ltd. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,243,952 31st percentile higher than 31% 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
David Shonberg, Dds, Ltd. 401(k) 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. David Shonberg, Dds, Ltd. 401(k) Plan and Trust is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 391735663 · David C. Shonberg, D.D.S., F.a.C.P., Ltd. PY 2024 · 401(k)
David Shonberg, Dds, Ltd. 401(k) Plan and Trust · $2M · 1 · 31st
- 5500 $2M
- 5500 1
- 5500 31st
- 5500 401(k)
- 5500 near Saint Jean Industries, Inc. 401(k)
- 5500 ind #4945
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 Illinois →
David Shonberg, Dds, Ltd. 401(k) Plan and Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $103K |
| Employer EIN | 391735663 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
David Shonberg, Dds, Ltd. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Saint Jean Industries, Inc. 401(k) in AR ($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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.