401(k) · DOL Form 5500 · 2022

Youngquist Kennedy Orthodontics Ltd 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
13
Participants Small participant base
59th
Percentile by assets National rank
$575,441
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan · Sponsored by Youngquist Kennedy Orthodontics Ltd · Wisconsin · Healthcare & Social Assistance

$7M in assets, 13 participants

Youngquist Kennedy Orthodontics Ltd's Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan reported $7M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #12,988 in Healthcare & Social Assistance (20,060 peers)

Youngquist Kennedy Orthodontics Ltd multi-year trail

Youngquist Kennedy Orthodontics Ltd's plans moved -55.4% in assets from 2022 to 2024; this filing shows Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan at $7M / 13 participants.

#12,988
in Healthcare & Social Assistance (20,060 peers)
-27.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,480,738 Top 41% higher than 59% of 139,123 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 2022

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

DOL schedule card

Filing strip 471633563 · Youngquist Kennedy Orthodontics Ltd PY 2022 · 401(k)

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan · $7M · 13 · 59th

  • BOOK $7M
  • BOOK 13
  • BOOK 59th
  • BOOK 401(k)
  • BOOK near Schaller Auto World, Inc. Salary Deferral 401(k) Profit Sharing P
  • BOOK ind #12988

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 →

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan in the asset neighbourhood

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing PlanYoungquist Kennedy Orthodont…$7MSchaller Auto World, Inc. Salary Deferral 401(k) Profit Sharing PSchaller Auto World, Inc. Sa…$7MAscentage Pharma Group Inc. 401(k) PlanAscentage Pharma Group Inc. …$7MMcintosh Box & Pallet Co., Inc. 401(k) Profit Sharing PlanMcintosh Box & Pallet Co., I…$7MRollease Acmeda, Inc. 401(k) Profit Sharing Plan & TrustRollease Acmeda, Inc. 401(k)…$7M
End-of-year total assets ($M) among Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Youngquist Kennedy Orthodontics Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Youngquist Kennedy Orthodontics Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$3M 55.42515992406097% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $7.48M $3.33M ▼ -55.5%
Year Plans Participants Total Assets
2022 1 13 $7M
2023 1 14 $8M
2024 1 13 $3M

Youngquist Kennedy Orthodontics Ltd filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN471633563
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan, Total assets ($B): 0.007480738 · Participants: 13Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan side-by-side with 3 peers →

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Schaller Auto World, Inc. Salary Deferral 401(k) Profit Sharing P in CT ($7M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan assets move in 2022? ▼
Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan declined sharply - down 27.3% during 2022, from $10M to $7M. Reported net income was -$3M.
How have Youngquist Kennedy Orthodontics Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Youngquist Kennedy Orthodontics Ltd's sponsor-wide assets declined 55.4%, from $7M to $3M.
Which 401(k) plans are similar in size to Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schaller Auto World, Inc. Salary Deferral 401(k) Profit Sharing P in CT ($7M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471633563.

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.