401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$74M
Total assets Below avg plan size
361
Participants Below avg headcount
88th
Percentile by assets National rank
$204,590
Avg per participant Above avg balance/head
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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.

  • #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.

#6,966
in Finance & Insurance (8,549 peers)
+15.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Delta Dental of Wisconsin, Inc. Retirement Plan's outsized position 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 $2,050,000,000 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

Delta Dental of Wisconsin, Inc. Retirement 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. Delta Dental of Wisconsin, Inc. Retirement Plan sits mid-pack in the medium band (361 participants).

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 →

EBSA filing schedule strip

Filing strip 396094742 · Delta Dental of Wisconsin, Inc. PY 2024 · 401(k)

Delta Dental of Wisconsin, Inc. Retirement Plan · $74M · 361 · 88th

  • 5500 $74M
  • 5500 361
  • 5500 88th
  • 5500 401(k)
  • 5500 near Butler Weihmuller Katz Craig LLP Retirement Savings Plan
  • 5500 ind #6966

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Delta Dental of Wisconsin, Inc. Retirement Plan in the asset neighbourhood

Healthcare South Retirement PlanHealthcare South Retirement …$74MDelta Dental of Wisconsin, Inc. Retirement PlanDelta Dental of Wisconsin, I…$74MButler Weihmuller Katz Craig LLP Retirement Savings PlanButler Weihmuller Katz Craig…$74MThe Seattle Mariners 401(k) PlanThe Seattle Mariners 401(k) …$74MTower Hill Insurance Group, LLC 401(k) PlanTower Hill Insurance Group, …$74M
End-of-year total assets ($M) among Delta Dental of Wisconsin, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Delta Dental of Wisconsin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 39.08661618274968% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.1M $73.9M ▲ +39.1%
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 ($B) Participants Delta Dental of Wisconsin, Inc. Retirement Plan, Total assets ($B): 0.073857124 · Participants: 361Delta Dental of Wisconsin, Inc. Retirement 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
Delta Dental of Wisconsin, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Delta Dental of Wisconsin, Inc. Retirement Plan side-by-side with 3 peers →

Delta Dental of Wisconsin, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Butler Weihmuller Katz Craig LLP Retirement Savings Plan in FL ($74M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (361 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (361 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 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).
Which 401(k) plans cover a similar participant headcount to Delta Dental of Wisconsin, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (361 participants, $8M 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 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.