401(k) · DOL Form 5500 · 2024
Cherry Tree Dental LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 320
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $32,380
- Avg per participant Low balance/head
Official DOL plan name: Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Cherry Tree Dental LLC · Wisconsin · Healthcare & Social Assistance
$10M in assets, 320 participants
Cherry Tree Dental LLC's Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust reported $10M in total assets and 320 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #10,474 in Healthcare & Social Assistance (16,916 peers)
Cherry Tree Dental LLC multi-year trail
Cherry Tree Dental LLC's plans moved +44.7% in assets from 2022 to 2024; this filing shows Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust at $10M / 320 participants.
- #10,474
- in Healthcare & Social Assistance (16,916 peers)
- +16.9%
- assets growth YoY
Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,361,522 Top 44% higher than 56% 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
Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (320 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 358 in the plan year 2023 filing to 320 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 208292304 · Cherry Tree Dental LLC PY 2024 · 401(k)
Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust · $10M · 320 · 56th
- PCT $10M
- PCT 320
- PCT 56th
- PCT 401(k)
- PCT near Deep Seas 401(k) Plan
- PCT ind #10474
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 →
Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Cherry Tree Dental LLC multi-year asset trail
Sponsor-wide plan assets over time
All Cherry Tree Dental LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 44.697827058429226% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 414 | $7M |
| 2023 | 1 | 358 | $9M |
| 2024 | 1 | 320 | $10M |
Cherry Tree Dental LLC filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 208292304 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Cherry Tree Dental LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Deep Seas 401(k) Plan in CA ($10M); by covered participants it is Dominion Electric Supply Company, Inc. 401(k) Profit Sharing Plan in VA (320 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Deep Seas 401(k) Plan (CA) $10M · 176
- Nautilus Biotechnology 401(k) Plan (WA) $10M · 167
- Center for Reproductive Medicine, P.a. Retirement Plan (MN) $10M · 71
- Mycon General Contractors, Inc. Pension Plan (TX) $10M · 206
Similar participant headcount
Nearest other-state filings by covered participants (320 participants); asset peers above are excluded.
- Dominion Electric Supply Company, Inc. 401(k) Profit Sharing Plan (VA) 320 · 0 off
- The Dingley Press 401(k) Retirement Plan (ME) 320 · 0 off
- S. D. Ireland Companies 401(k) Plan (VT) 320 · 0 off
- Douglas J. Management, LLC 401(k) Plan (MI) 320 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.