401(k) · DOL Form 5500 · 2023

John a. Scaletta, D.D.S., Ltd. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
36th
Percentile by assets National rank
$607,631
Avg per participant High balance/head
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Official DOL plan name: John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan · Sponsored by John a. Scaletta, D.D.S., Ltd. · Wisconsin · Healthcare & Social Assistance

$3M in assets, 5 participants

John a. Scaletta, D.D.S., Ltd.'s John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,536 in Healthcare & Social Assistance (17,684 peers)

John a. Scaletta, D.D.S., Ltd. multi-year trail

John a. Scaletta, D.D.S., Ltd.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan at $3M / 5 participants.

#6,536
in Healthcare & Social Assistance (17,684 peers)
+23.7%
assets growth YoY

John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$3,038,155 36th percentile higher than 36% 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

John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan reported net income rose from $152K in the plan year 2022 filing to $582K in the plan year 2023 filing.
  • John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391929271 · John a. Scaletta, D.D.S., Ltd. PY 2023 · 401(k)

John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan · $3M · 5 · 36th

  • TYPE $3M
  • NET 5
  • BOOK 36th
  • VS-ST 401(k)
  • BOY near Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust
  • SCH ind #6536

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 →

John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan in the asset neighbourhood

John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) PlanJohn a. Scaletta, D.D.S., Lt…$3MLake Merced Golf Club 401(k) Profit Sharing Plan and TrustLake Merced Golf Club 401(k)…$3MChristos Medical Group, Inc. 401(k) PlanChristos Medical Group, Inc.…$3MVan Hessen USA Inc. 401(k) PlanVan Hessen USA Inc. 401(k) P…$3MGrowing Stillness Corp. 401(k) PlanGrowing Stillness Corp. 401(…$3M
End-of-year total assets ($M) among John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

John a. Scaletta, D.D.S., Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All John a. Scaletta, D.D.S., Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.08142491566589% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.46M $3.54M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 5 $3M
2024 1 9 $4M

John a. Scaletta, D.D.S., Ltd. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$582K
Employer EIN391929271
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

John a. Scaletta, D.D.S., Ltd. 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 ($B) Participants John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan, Total assets ($B): 0.003038155 · Participants: 5John a. Scaletta, D.D.S., Ltd. 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
John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

John a. Scaletta, D.D.S., Ltd. 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 Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust in CA ($3M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan assets move in 2023?
John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan grew sharply - up 23.7% during 2023, from $2M to $3M. Reported net income was $582K.
How have John a. Scaletta, D.D.S., Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), John a. Scaletta, D.D.S., Ltd.'s sponsor-wide assets grew 44.1%, from $2M to $4M.
Which 401(k) plans are similar in size to John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust in CA ($3M, 20 participants).
Which 401(k) plans cover a similar participant headcount to John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).