401(k) · DOL Form 5500 · 2024

Steven C. Sommerfeld, D.D.S., P.C. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$497,416
Avg per participant High balance/head
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Official DOL plan name: Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan · Sponsored by Steven C. Sommerfeld, D.D.S., P.C. · Illinois · Healthcare & Social Assistance

$1M in assets, 3 participants

Steven C. Sommerfeld, D.D.S., P.C.'s Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,964 in Healthcare & Social Assistance (16,916 peers)

Steven C. Sommerfeld, D.D.S., P.C. multi-year trail

Steven C. Sommerfeld, D.D.S., P.C.'s plans moved +69.4% in assets from 2022 to 2024; this filing shows Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan at $1M / 3 participants.

#3,964
in Healthcare & Social Assistance (16,916 peers)
+36.7%
assets growth YoY

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan among the smaller filed plans by assets

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$1,492,247 27th percentile higher than 27% 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

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan reported net income rose from $211K in the plan year 2023 filing to $401K in the plan year 2024 filing.
  • Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364196218 · Steven C. Sommerfeld, D.D.S., P.C. PY 2024 · 401(k)

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan · $1M · 3 · 27th

  • VS-ST $1M
  • VS-ST 3
  • VS-ST 27th
  • VS-ST 401(k)
  • VS-ST near C-Vision Inc 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #3964

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 Illinois →

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan in the asset neighbourhood

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) PlanSteven C. Sommerfeld, D.D.S.…$1MC-Vision Inc 401(k) Profit Sharing Plan & TrustC-Vision Inc 401(k) Profit S…$1MOxford Street Education 401(k) PlanOxford Street Education 401(…$1MFiberbuilt Umbrellas, Inc. 401(k) PlanFiberbuilt Umbrellas, Inc. 4…$1MGcps Inc 401(k) Profit Sharing Plan & TrustGcps Inc 401(k) Profit Shari…$1M
End-of-year total assets ($M) among Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Steven C. Sommerfeld, D.D.S., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Steven C. Sommerfeld, D.D.S., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 69.39642646324297% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.88M $1.49M ▲ +69.3%
Year Plans Participants Total Assets
2022 1 4 $881K
2023 1 4 $1M
2024 1 3 $1M

Steven C. Sommerfeld, D.D.S., P.C. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$401K
Employer EIN364196218
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan, Total assets ($B): 0.001492247 · Participants: 3Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is C-Vision Inc 401(k) Profit Sharing Plan & Trust in MI ($1M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan assets move in 2024? ▼
Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan surged - up 36.7% during 2024, from $1M to $1M. Reported net income was $401K.
How have Steven C. Sommerfeld, D.D.S., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven C. Sommerfeld, D.D.S., P.C.'s sponsor-wide assets grew 69.4%, from $881K to $1M.
Which 401(k) plans are similar in size to Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C-Vision Inc 401(k) Profit Sharing Plan & Trust in MI ($1M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Steven C. Sommerfeld, D.D.S., P.C. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 364196218.

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.