Profit Sharing · DOL Form 5500 · 2024
Affiliated Lakes Oral & Profit Sharing Plan
Data updated 2026-08-25
- $221K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $220,904
- Avg per participant Above avg balance/head
Official DOL plan name: Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan · Sponsored by Affiliated Lakes Oral & · Wisconsin · Healthcare & Social Assistance
$221K in assets, 1 participants
Affiliated Lakes Oral &'s Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan reported $221K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #1,303 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan holds $221K for 1 participant - about $220,904 per participant, among the smaller plans by assets on file.
- #1,303
- in Healthcare & Social Assistance (16,916 peers)
- +0.1%
- assets growth YoY
Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan among the smaller filed plans by assets
Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$220,904 11th percentile higher than 11% 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
Affiliated Lakes Oral & Maxillofacial Surgery Ltd 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. Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan reported net income rose from $299 in the plan year 2023 filing to $322 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 203304874 · Affiliated Lakes Oral & PY 2024 · Profit Sharing
Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan · $221K · 1 · 11th
- PART $221K
- PART 1
- PART 11th
- PART Profit Sharing
- PART near Arete Providers, Inc. Retirement Plan
- PART ind #1303
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 →
Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $221K |
|---|---|
| Net Assets (End of Year) | $221K |
| Net Income | $322 |
| Employer EIN | 203304874 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Affiliated Lakes Oral &)
Sponsor-wide plan assets over time
All Affiliated Lakes Oral & plans reported in each filing year
- Latest sponsor-wide plan assets
- $221K 0.28191008838630305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $220K |
| 2023 | 1 | 1 | $221K |
| 2024 | 1 | 1 | $221K |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Arete Providers, Inc. Retirement Plan in IN ($221K); 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 ($221K 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.