401(k) · DOL Form 5500 · 2024

Valley Endodontics, Ltd. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
34
Participants Small participant base
58th
Percentile by assets National rank
$333,838
Avg per participant High balance/head
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Official DOL plan name: Valley Endodontics, Ltd. 401(k) Profit Sharing Plan · Sponsored by Valley Endodontics, Ltd. · Wisconsin · Healthcare & Social Assistance

$11M in assets, 34 participants

Valley Endodontics, Ltd.'s Valley Endodontics, Ltd. 401(k) Profit Sharing Plan reported $11M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #10,795 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Valley Endodontics, Ltd. 401(k) Profit Sharing Plan pulled back noticeably 14.5% in 2024 ($13M → $11M) for 34 participants.

#10,795
in Healthcare & Social Assistance (16,916 peers)
-14.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Valley Endodontics, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,350,492 Top 42% higher than 58% 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

Valley Endodontics, Ltd. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Endodontics, Ltd. 401(k) Profit Sharing Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valley Endodontics, Ltd. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Valley Endodontics, Ltd. 401(k) Profit Sharing Plan end-of-year assets fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Valley Endodontics, Ltd. 401(k) Profit Sharing Plan reported participants fell from 36 in the plan year 2023 filing to 34 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391315629 · Valley Endodontics, Ltd. PY 2024 · 401(k)

Valley Endodontics, Ltd. 401(k) Profit Sharing Plan · $11M · 34 · 58th

  • SCH $11M
  • EBSA 34
  • PART 58th
  • TYPE 401(k)
  • NET near Therapynotes 401(k) Plan
  • BOOK ind #10795

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 →

Valley Endodontics, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

Valley Endodontics, Ltd. 401(k) Profit Sharing PlanValley Endodontics, Ltd. 401…$11MTherapynotes 401(k) Plan$11MBabcock Laboratories, Inc. 401(k) Profit Sharing PlanBabcock Laboratories, Inc. 4…$11MJohnson Health Center Matching Tax-Deferrd Savings PlanJohnson Health Center Matchi…$11MLighting Retrofit International, LLC 401(k) Profit Sharing PlanLighting Retrofit Internatio…$11M
End-of-year total assets ($M) among Valley Endodontics, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Valley Endodontics, Ltd. years around the 2024 move

Sponsor-wide plan assets over time

All Valley Endodontics, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.737858834887323% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $11.4M ▲ +2.7%
Year Plans Participants Total Assets
2022 1 33 $11M
2023 1 36 $13M
2024 1 34 $11M

2024 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN391315629
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Valley Endodontics, Ltd. 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 ($B) Participants Valley Endodontics, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.011350492 · Participants: 34Valley Endodontics, Ltd. 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
Valley Endodontics, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Valley Endodontics, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Valley Endodontics, Ltd. 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 Therapynotes 401(k) Plan in PA ($11M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Valley Endodontics, Ltd. 401(k) Profit Sharing Plan assets move in 2024? ▼
Valley Endodontics, Ltd. 401(k) Profit Sharing Plan pulled back noticeably - down 14.5% during 2024, from $13M to $11M. Reported net income was -$2M.
How have Valley Endodontics, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Endodontics, Ltd.'s sponsor-wide assets grew 2.7%, from $11M to $11M.
Which 401(k) plans are similar in size to Valley Endodontics, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Therapynotes 401(k) Plan in PA ($11M, 289 participants).
Which 401(k) plans cover a similar participant headcount to Valley Endodontics, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants, $1M 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 391315629.

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.