401(k) · DOL Form 5500 · 2024
Lake Geneva Oral & 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 39
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $800,143
- Avg per participant High balance/head
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.
- #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.
- #13,743
- in Healthcare & Social Assistance (16,916 peers)
- +11.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust is a small filing (39 participants) on this national headcount ladder.
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.
Form 5500 schedule snapshot
Filing strip 391142906 · Lake Geneva Oral & PY 2024 · 401(k)
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust · $31M · 39 · 78th
- RANK $31M
- RANK 39
- RANK 78th
- RANK 401(k)
- RANK near Sovereign Healthcare 401(k) Plan
- RANK ind #13743
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 →
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $3M |
| Employer EIN | 391142906 |
| Plan Effective Date | 1987-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Geneva Oral &)
Sponsor-wide plan assets over time
All Lake Geneva Oral & plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 24.17126946513418% vs 2022
- 2024 filing year
| 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.
- 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
Crystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Sovereign Healthcare 401(k) Plan in FL ($31M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Sovereign Healthcare 401(k) Plan (FL) $31M · 4,437
- Mosaic Dental Collective 401(k) Plan (WA) $31M · 545
- Cci Systems, Inc. 401(k) Plan (MI) $31M · 775
- Variety Wholesalers, Inc. Retirement Savings 401(k) Plan (NC) $31M · 9,070
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
- Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
- Kwiat, Inc. Retirement Plan (NY) 39 · 0 off
- Team Trident LLC 401(k) Profit Sharing Plan & Trust (TX) 39 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.