401(k) · DOL Form 5500 · 2022

American Orthodontics Corporation 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
728
Participants Near avg headcount
90th
Percentile by assets National rank
$85,305
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Orthodontics Corporation Employees' Wage Investment Plan · Sponsored by American Orthodontics Corporation · Wisconsin · Manufacturing

$62M in assets, 728 participants

American Orthodontics Corporation's American Orthodontics Corporation Employees' Wage Investment Plan reported $62M in total assets and 728 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #17,446 in Manufacturing (20,602 peers)

Where American Orthodontics Corporation Employees' Wage Investment Plan sits by assets

American Orthodontics Corporation Employees' Wage Investment Plan sits in the top 10% of all filed plans by assets, $62M for 728 participants (~$85,305/participant), down 16.3% in 2022.

#17,446
in Manufacturing (20,602 peers)
-16.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Orthodontics Corporation Employees' Wage Investment Plan's outsized position by total assets

American Orthodontics Corporation Employees' Wage Investment Plan vs every filed plan by assets

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

$62,101,696 Top 10% higher than 90% 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

American Orthodontics Corporation Employees' Wage Investment Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Orthodontics Corporation Employees' Wage Investment Plan sits mid-pack in the medium band (728 participants).

Form 5500 schedule snapshot

Filing strip 391093323 · American Orthodontics Corporation PY 2022 · 401(k)

American Orthodontics Corporation Employees' Wage Investment Plan · $62M · 728 · 90th

  • IND $62M
  • IND 728
  • IND 90th
  • IND 401(k)
  • IND near Mclarens, LLC Defined Contribution 401(k) Plan
  • IND ind #17446

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 Manufacturing retirement plans → · Plans in Wisconsin →

American Orthodontics Corporation Employees' Wage Investment Plan in the asset neighbourhood

Wacoal America, Inc. Savings and Profit Sharing PlanWacoal America, Inc. Savings…$62MThe Bobrick Corporation Profit Sharing Retirement PlanThe Bobrick Corporation Prof…$62MAmerican Orthodontics Corporation Employees' Wage Investment PlanAmerican Orthodontics Corpor…$62MMclarens, LLC Defined Contribution 401(k) PlanMclarens, LLC Defined Contri…$62MSpringfield Electric Supply Company 401(k) Profit Sharing PlanSpringfield Electric Supply …$62M
End-of-year total assets ($M) among American Orthodontics Corporation Employees' Wage Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$62M
Net Income-$12M
Employer EIN391093323
Plan Effective Date1984-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (American Orthodontics Corporation)

Sponsor-wide plan assets over time

All American Orthodontics Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$80M 29.441661303420762% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $62.1M $80.4M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 728 $62M
2023 1 783 $73M
2024 1 745 $80M

Nearby 401(k) Plans in Wisconsin

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

American Orthodontics Corporation Employees' Wage Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants American Orthodontics Corporation Employees' Wage Investment Plan, Total assets ($B): 0.062101696 · Participants: 728American Orthodontics Corporation Employees' Wage Investment 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
American Orthodontics Corporation Employees' Wage Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

American Orthodontics Corporation Employees' Wage Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mclarens, LLC Defined Contribution 401(k) Plan in GA ($62M); by covered participants it is St. Louis Cardinals Savings Plan in MO (728 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (728 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 American Orthodontics Corporation Employees' Wage Investment Plan assets move in 2022?
American Orthodontics Corporation Employees' Wage Investment Plan declined sharply - down 16.3% during 2022, from $74M to $62M. Reported net income was -$12M.
How have American Orthodontics Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), American Orthodontics Corporation's sponsor-wide assets grew 29.4%, from $62M to $80M.
Where does American Orthodontics Corporation Employees' Wage Investment Plan rank by assets among Form 5500 filers?
American Orthodontics Corporation Employees' Wage Investment Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to American Orthodontics Corporation Employees' Wage Investment Plan?
Among 401(k) plans in other states, the closest by assets is Mclarens, LLC Defined Contribution 401(k) Plan in GA ($62M, 581 participants).
Which 401(k) plans cover a similar participant headcount to American Orthodontics Corporation Employees' Wage Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is St. Louis Cardinals Savings Plan in MO (728 participants, $28M in assets).