401(k) · DOL Form 5500 · 2024

Lake Geneva Oral & 401(k) Plan

Data updated 2026-08-11

$31M
Total assets
39
Participants
78th
Percentile by assets
$800,143
Avg per participant
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Official DOL plan name: Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust · Sponsored by Lake Geneva Oral & · Wisconsin · Healthcare & Social Assistance

$31M in assets, 39 participants

Lake Geneva Oral &'s Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust reported $31M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • 78th percentile by assets (of 123,622 plans)
  • #13,743 in Healthcare & Social Assistance (16,916 peers)

Where Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust sits by assets

Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $31M for 39 participants (~$800,143/participant), up 11.7% in 2024.

$31M
total plan assets (2024 EOY)
39
covered participants
78th
percentile by assets (of 123,622 plans)
$800,143
avg assets per participant

Where Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust sits by total assets

Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust vs every filed plan by assets

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

$31,205,591 Top 22% higher than 78% 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

  • Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust reported participants fell from 42 in the plan year 2023 filing to 39 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Healthcare & Social Assistance

Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust vs the 2024 asset distribution

By assets, Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust outranks 78% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN391142906
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Geneva Oral &)

$24M$26M$28M$30M$32M 202220232024 $25.1M $31.2M ▲ +24.2%
Total plan assets by year, all Lake Geneva Oral & plans on file
Year Plans Participants Total Assets
2022 1 43 $25M
2023 1 42 $28M
2024 1 39 $31M

Nearby 401(k) Plans in Wisconsin

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

Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Crystal Lake Oral & …, Total assets ($B): 0.031205591 · Participants: 39Crystal Lake Oral & …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 …
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Crystal Lake Oral & Maxillofacial Surger… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust assets move in 2024? ▼
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust grew at a solid clip - up 11.7% during 2024, from $28M to $31M. Reported net income was $3M.
How have Lake Geneva Oral & plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Geneva Oral &'s sponsor-wide assets grew 24.2%, from $25M to $31M.
Where does Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust ranks in the 78th 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 Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sovereign Healthcare 401(k) Plan in FL ($31M, 4,437 participants).

Next read for Crystal Lake Oral & Maxillofacial Surger…

Scale reading

Ways to act on Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust's numbers.

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 391142906.

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.