401(k) · DOL Form 5500 · 2024

Ackley, Ackley & Wise, Dmds, PA 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
26
Participants Small participant base
73rd
Percentile by assets National rank
$908,834
Avg per participant High balance/head
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Official DOL plan name: Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan · Sponsored by Ackley, Ackley & Wise, Dmds, PA · Florida · Healthcare & Social Assistance

$24M in assets, 26 participants

Ackley, Ackley & Wise, Dmds, PA's Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan reported $24M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,091 in Healthcare & Social Assistance (16,916 peers)

Ackley, Ackley & Wise, Dmds, PA multi-year trail

Ackley, Ackley & Wise, Dmds, PA's plans moved +19.6% in assets from 2022 to 2024; this filing shows Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan at $24M / 26 participants.

#13,091
in Healthcare & Social Assistance (16,916 peers)
+11.8%
assets growth YoY

Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan's outsized position by total assets

Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan vs every filed plan by assets

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

$23,629,693 Top 27% higher than 73% 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

Ackley, Ackley & Wise, Dmds, PA 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. Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan reported participants rose from 25 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 592209155 · Ackley, Ackley & Wise, Dmds, PA PY 2024 · 401(k)

Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan · $24M · 26 · 73rd

  • BOOK $24M
  • BOOK 26
  • BOOK 73rd
  • BOOK 401(k)
  • BOOK near Foster & Motley, Inc. Profit Sharing Plan
  • BOOK ind #13091

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 Florida →

Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan in the asset neighbourhood

Ackley, Ackley & Wise, Dmds, PA Profit Sharing PlanAckley, Ackley & Wise, Dmds,…$24MFoster & Motley, Inc. Profit Sharing PlanFoster & Motley, Inc. Profit…$24MFritz Industries, Inc. 401(k) Retirement PlanFritz Industries, Inc. 401(k…$24MThe Speea Employees Savings PlanThe Speea Employees Savings …$24MIowa Donor Network 401(k) PlanIowa Donor Network 401(k) Pl…$24M
End-of-year total assets ($M) among Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ackley, Ackley & Wise, Dmds, PA multi-year asset trail

Sponsor-wide plan assets over time

All Ackley, Ackley & Wise, Dmds, PA plans reported in each filing year

Latest sponsor-wide plan assets
$24M 19.591552343822435% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.8M $23.6M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 23 $20M
2023 1 25 $21M
2024 1 26 $24M

Ackley, Ackley & Wise, Dmds, PA filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN592209155
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan, Total assets ($B): 0.023629693 · Participants: 26Ackley, Ackley & Wise, Dmds, PA Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan side-by-side with 3 peers →

Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Foster & Motley, Inc. Profit Sharing Plan in OH ($24M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan assets move in 2024? ▼
Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan grew at a solid clip - up 11.8% during 2024, from $21M to $24M. Reported net income was $2M.
How have Ackley, Ackley & Wise, Dmds, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ackley, Ackley & Wise, Dmds, PA's sponsor-wide assets grew 19.6%, from $20M to $24M.
Which 401(k) plans are similar in size to Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foster & Motley, Inc. Profit Sharing Plan in OH ($24M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Ackley, Ackley & Wise, Dmds, PA Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants, $2M 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 592209155.

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.