401(k) · DOL Form 5500 · 2024

Dental Assoc. Family and Specialty Care 401(k) Plan

Data updated 2026-08-11

$86M
Total assets
775
Participants
89th
Percentile by assets
$110,463
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Dental Associates 401(k) Plan · Sponsored by Dental Assoc. Family and Specialty Care · Wisconsin · Healthcare & Social Assistance

$86M in assets, 775 participants

Dental Assoc. Family and Specialty Care's Dental Associates 401(k) Plan reported $86M in total assets and 775 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 123,622 plans)
  • #15,330 in Healthcare & Social Assistance (16,916 peers)

Where Dental Associates 401(k) Plan sits by assets

Dental Associates 401(k) Plan sits in the top quartile of all filed plans by assets, $86M for 775 participants (~$110,463/participant), up 10.3% in 2024.

$86M
total plan assets (2024 EOY)
775
covered participants
89th
percentile by assets (of 123,622 plans)
$110,463
avg assets per participant

Where Dental Associates 401(k) Plan sits by total assets

Dental Associates 401(k) Plan vs every filed plan by assets

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

$85,609,099 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dental Associates 401(k) Plan reported net income fell from $14M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Dental Associates 401(k) Plan end-of-year assets rose from $78M in the plan year 2023 filing to $86M in the plan year 2024 filing.
  • Dental Associates 401(k) Plan reported participants fell from 785 in the plan year 2023 filing to 775 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Healthcare & Social Assistance

Dental Associates 401(k) Plan vs the 2024 asset distribution

By assets, Dental Associates 401(k) Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$86M
Net Income$8M
Employer EIN270339413
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dental Assoc. Family and Specialty Care)

$60M$70M$80M$90M 202220232024 $63.5M $85.6M ▲ +34.7%
Total plan assets by year, all Dental Assoc. Family and Specialty Care plans on file
Year Plans Participants Total Assets
2022 1 777 $64M
2023 1 785 $78M
2024 1 775 $86M

Nearby 401(k) Plans in Wisconsin

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

Dental Associates 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Dental Associates 40…, Total assets ($B): 0.085609099 · Participants: 775Dental Associates 40…Advocate Aurora Heal…, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation …
Dental Associates 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Dental Associates 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Dental Associates 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Dental Associates 401(k) Plan assets move in 2024? ▼
Dental Associates 401(k) Plan grew at a solid clip - up 10.3% during 2024, from $78M to $86M. Reported net income was $8M.
How have Dental Assoc. Family and Specialty Care plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dental Assoc. Family and Specialty Care's sponsor-wide assets grew 34.7%, from $64M to $86M.
Where does Dental Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
Dental Associates 401(k) Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Dental Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iconiq Capital 401(k) Plan in CA ($86M, 445 participants).

Next read for Dental Associates 401(k) Plan

Scale reading

Ways to act on Dental Associates 401(k) Plan's numbers.

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 270339413.

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.