401(k) · DOL Form 5500 · 2024
Dan J. Gholson, D.D.S., S.C. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Dan J. Gholson, D.D.S., S.C. Profit Sharing 401(k) Plan · Sponsored by Dan J. Gholson, D.D.S., S.C. · Wisconsin · Healthcare & Social Assistance
$6M in assets, 4 participants
Dan J. Gholson, D.D.S., S.C.'s Dan J. Gholson, D.D.S., S.C. Profit Sharing 401(k) Plan reported $6M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,549 in Healthcare & Social Assistance (16,916 peers)
Dan J. Gholson, D.D.S., S.C. multi-year trail
Dan J. Gholson, D.D.S., S.C.'s plans moved -16.4% in assets from 2022 to 2024; this filing shows Dan J. Gholson, D.D.S., S.C. Profit Sharing 401(k) Plan at $6M / 4 participants.
- #8,549
- in Healthcare & Social Assistance (16,916 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $748K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dan J. Gholson, D.D.S., S.C. Profit Sharing 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Dan J. Gholson, D.D.S., S.C. Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,340,598 46th percentile higher than 46% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dan J. Gholson, D.D.S., S.C. Profit Sharing 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. Dan J. Gholson, D.D.S., S.C. Profit Sharing 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dan J. Gholson, D.D.S., S.C. Profit Sharing 401(k) Plan reported net income fell from -$500K in the plan year 2023 filing to -$748K in the plan year 2024 filing.
- Dan J. Gholson, D.D.S., S.C. Profit Sharing 401(k) Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Dan J. Gholson, D.D.S., S.C. Profit Sharing 401(k) Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 391412194 · Dan J. Gholson, D.D.S., S.C. PY 2024 · 401(k)
Dan J. Gholson, D.D.S., S.C. Profit Sharing 401(k) Plan · $6M · 4 · 46th
- BOOK $6M
- BOOK 4
- BOOK 46th
- BOOK 401(k)
- BOOK near Dominance Industries, Inc. Dba Pan Pacific Products Employee 401(k)
- BOOK ind #8549
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 →
Dan J. Gholson, D.D.S., S.C. Profit Sharing 401(k) Plan in the asset neighbourhood
Dan J. Gholson, D.D.S., S.C. multi-year asset trail
Sponsor-wide plan assets over time
All Dan J. Gholson, D.D.S., S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 16.448896451995722% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $8M |
| 2023 | 1 | 5 | $7M |
| 2024 | 1 | 4 | $6M |
Dan J. Gholson, D.D.S., S.C. filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$748K |
| Employer EIN | 391412194 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Dan J. Gholson, D.D.S., S.C. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Dominance Industries, Inc. Dba Pan Pacific Products Employee 401(k) in OK ($6M); by covered participants it is Jlj Inc 401(k) Profit Sharing Plan in TX (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
- Fallon Holdings, Inc. 401(k) Plan (KY) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.