401(k) · DOL Form 5500 · 2024

Delta Dental of Wisconsin, Inc. 401(k) Plan

Data updated 2026-08-11

$74M
Total assets
361
Participants
88th
Percentile by assets
$204,590
Avg per participant
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Official DOL plan name: Delta Dental of Wisconsin, Inc. Retirement Plan · Sponsored by Delta Dental of Wisconsin, Inc. · Wisconsin · Finance & Insurance

$74M in assets, 361 participants

Delta Dental of Wisconsin, Inc.'s Delta Dental of Wisconsin, Inc. Retirement Plan reported $74M in total assets and 361 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 123,622 plans)
  • #6,966 in Finance & Insurance (8,549 peers)

Where Delta Dental of Wisconsin, Inc. Retirement Plan sits by assets

Delta Dental of Wisconsin, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $74M for 361 participants (~$204,590/participant), up 15.6% in 2024.

$74M
total plan assets (2024 EOY)
361
covered participants
88th
percentile by assets (of 123,622 plans)
$204,590
avg assets per participant

Where Delta Dental of Wisconsin, Inc. Retirement Plan sits by total assets

Delta Dental of Wisconsin, Inc. Retirement Plan vs every filed plan by assets

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

$73,857,124 Top 12% higher than 88% 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

  • Delta Dental of Wisconsin, Inc. Retirement Plan end-of-year assets rose from $64M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Delta Dental of Wisconsin, Inc. Retirement Plan reported participants rose from 327 in the plan year 2023 filing to 361 in the plan year 2024 filing.
  • Delta Dental of Wisconsin, Inc. Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Finance & Insurance

Delta Dental of Wisconsin, Inc. Retirement Plan vs the 2024 asset distribution

By assets, Delta Dental of Wisconsin, Inc. Retirement Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$74M
Net Income$10M
Employer EIN396094742
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delta Dental of Wisconsin, Inc.)

$50M$60M$70M$80M 202220232024 $53.1M $73.9M ▲ +39.1%
Total plan assets by year, all Delta Dental of Wisconsin, Inc. plans on file
Year Plans Participants Total Assets
2022 1 296 $53M
2023 1 327 $64M
2024 1 361 $74M

Nearby 401(k) Plans in Wisconsin

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

Delta Dental of Wisconsin, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Delta Dental of Wisc…, Total assets ($B): 0.073857124 · Participants: 361Delta Dental of Wisc…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 …
Delta Dental of Wisconsin, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Delta Dental of Wisconsin, Inc. Retireme… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Delta Dental of Wisconsin, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Delta Dental of Wisconsin, Inc. Retirement Plan assets move in 2024? ▼
Delta Dental of Wisconsin, Inc. Retirement Plan grew sharply - up 15.6% during 2024, from $64M to $74M. Reported net income was $10M.
How have Delta Dental of Wisconsin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delta Dental of Wisconsin, Inc.'s sponsor-wide assets grew 39.1%, from $53M to $74M.
Where does Delta Dental of Wisconsin, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Delta Dental of Wisconsin, Inc. Retirement Plan ranks in the 88th 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 Delta Dental of Wisconsin, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Butler Weihmuller Katz Craig LLP Retirement Savings Plan in FL ($74M, 342 participants).

Next read for Delta Dental of Wisconsin, Inc. Retireme…

Scale reading

Ways to act on Delta Dental of Wisconsin, Inc. Retirement Plan's numbers.

  • By total assets, Delta Dental of Wisconsin, Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Delta Dental of Wisconsin, Inc.'s sponsor-wide assets have grown 39.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 396094742.

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.