401(k) · DOL Form 5500 · 2024

Summit Dental Management, S.C. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
524
Participants Below avg headcount
87th
Percentile by assets National rank
$120,188
Avg per participant Near avg balance/head
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Official DOL plan name: Summit Dental Consulting 401(k) Profit Sharing Plan · Sponsored by Summit Dental Management, S.C. · Wisconsin · Healthcare & Social Assistance

$63M in assets, 524 participants

Summit Dental Management, S.C.'s Summit Dental Consulting 401(k) Profit Sharing Plan reported $63M in total assets and 524 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #14,974 in Healthcare & Social Assistance (16,916 peers)

Where Summit Dental Consulting 401(k) Profit Sharing Plan sits by assets

Summit Dental Consulting 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $63M for 524 participants (~$120,188/participant), up 17.8% in 2024.

#14,974
in Healthcare & Social Assistance (16,916 peers)
+17.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Summit Dental Consulting 401(k) Profit Sharing Plan's outsized position by total assets

Summit Dental Consulting 401(k) Profit Sharing Plan vs every filed plan by assets

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

$62,978,659 Top 13% higher than 87% 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

Summit Dental Consulting 401(k) Profit Sharing Plan 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. Summit Dental Consulting 401(k) Profit Sharing Plan sits mid-pack in the medium band (524 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summit Dental Consulting 401(k) Profit Sharing Plan end-of-year assets rose from $53M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Summit Dental Consulting 401(k) Profit Sharing Plan reported participants fell from 539 in the plan year 2023 filing to 524 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391990304 · Summit Dental Management, S.C. PY 2024 · 401(k)

Summit Dental Consulting 401(k) Profit Sharing Plan · $63M · 524 · 87th

  • IND $63M
  • IND 524
  • IND 87th
  • IND 401(k)
  • IND near Surmodics, Inc. 401(k) Plan and Trust
  • IND ind #14974

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 →

Summit Dental Consulting 401(k) Profit Sharing Plan in the asset neighbourhood

Adrian Steel Company 401(k) PlanAdrian Steel Company 401(k) …$63MSummit Dental Consulting 401(k) Profit Sharing PlanSummit Dental Consulting 401…$63MSurmodics, Inc. 401(k) Plan and TrustSurmodics, Inc. 401(k) Plan …$63MExcelsior Orthopaedics, LLP 401(k) Profit Sharing PlanExcelsior Orthopaedics, LLP …$63MSsw Retirement Savings Plan$63M
End-of-year total assets ($M) among Summit Dental Consulting 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$63M
Net Income$10M
Employer EIN391990304
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Dental Management, S.C.)

Sponsor-wide plan assets over time

All Summit Dental Management, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 46.16396255644218% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.1M $63M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 480 $43M
2023 1 539 $53M
2024 1 524 $63M

Nearby 401(k) Plans in Wisconsin

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

Summit Dental Consulting 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 ($B) Participants Summit Dental Consulting 401(k) Profit Sharing Plan, Total assets ($B): 0.062978659 · Participants: 524Summit Dental Consulting 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
Summit Dental Consulting 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Summit Dental Consulting 401(k) Profit Sharing Plan side-by-side with 3 peers →

Summit Dental Consulting 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 Surmodics, Inc. 401(k) Plan and Trust in MN ($63M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (524 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Similar participant headcount

Nearest other-state filings by covered participants (524 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 Summit Dental Consulting 401(k) Profit Sharing Plan assets move in 2024? ▼
Summit Dental Consulting 401(k) Profit Sharing Plan grew sharply - up 17.8% during 2024, from $53M to $63M. Reported net income was $10M.
How have Summit Dental Management, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Dental Management, S.C.'s sponsor-wide assets grew 46.2%, from $43M to $63M.
Where does Summit Dental Consulting 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Summit Dental Consulting 401(k) Profit Sharing Plan ranks in the 87th 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 Summit Dental Consulting 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Surmodics, Inc. 401(k) Plan and Trust in MN ($63M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Summit Dental Consulting 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (524 participants, $5M 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 391990304.

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.