401(k) · DOL Form 5500 · 2024

Frederick J. Jaeger, D.D.S. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$441,078
Avg per participant High balance/head
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Official DOL plan name: Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan · Sponsored by Frederick J. Jaeger, D.D.S. · Wisconsin · Healthcare & Social Assistance

$1M in assets, 3 participants

Frederick J. Jaeger, D.D.S.'s Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,713 in Healthcare & Social Assistance (16,916 peers)

Frederick J. Jaeger, D.D.S. multi-year trail

Frederick J. Jaeger, D.D.S.'s plans moved +56.6% in assets from 2022 to 2024; this filing shows Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan at $1M / 3 participants.

#3,713
in Healthcare & Social Assistance (16,916 peers)
+26.2%
assets growth YoY

Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,323,235 25th percentile higher than 25% 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

Frederick J. Jaeger, D.D.S. 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. Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan reported net income rose from $204K in the plan year 2023 filing to $274K in the plan year 2024 filing.
  • Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391722589 · Frederick J. Jaeger, D.D.S. PY 2024 · 401(k)

Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan · $1M · 3 · 25th

  • EIN $1M
  • RANK 3
  • PHOTO 25th
  • IND 401(k)
  • EOY near Evisort Inc 401(k) Plan
  • 5500 ind #3713

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 →

Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan in the asset neighbourhood

Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing PlanFrederick J. Jaeger, D.D.S. …$1MEvisort Inc 401(k) Plan$1MVff Acquisition Inc 401(k) Profit Sharing Plan & TrustVff Acquisition Inc 401(k) P…$1MAlpha Recovery, Corp. 401(k) PlanAlpha Recovery, Corp. 401(k)…$1MPhalanx Family Services 401(k) Profit Sharing Plan & TrustPhalanx Family Services 401(…$1M
End-of-year total assets ($M) among Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Frederick J. Jaeger, D.D.S. multi-year asset trail

Sponsor-wide plan assets over time

All Frederick J. Jaeger, D.D.S. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 56.63330168868771% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.84M $1.32M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 5 $845K
2023 1 3 $1M
2024 1 3 $1M

Frederick J. Jaeger, D.D.S. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$274K
Employer EIN391722589
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan, Total assets ($B): 0.001323235 · Participants: 3Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing PlanAdvocate 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
Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Evisort Inc 401(k) Plan in CA ($1M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan assets move in 2024? ▼
Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan grew sharply - up 26.2% during 2024, from $1M to $1M. Reported net income was $274K.
How have Frederick J. Jaeger, D.D.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frederick J. Jaeger, D.D.S.'s sponsor-wide assets grew 56.6%, from $845K to $1M.
Where does Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evisort Inc 401(k) Plan in CA ($1M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, 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 391722589.

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.