401(k) · DOL Form 5500 · 2022
American Association of Orthodontists 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 57
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $159,165
- Avg per participant Above avg balance/head
Official DOL plan name: American Association of Orthodontists 401(k) Plan · Sponsored by American Association of Orthodontists · Missouri · Other Services
$9M in assets, 57 participants
American Association of Orthodontists's American Association of Orthodontists 401(k) Plan reported $9M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #6,583 in Other Services (8,398 peers)
American Association of Orthodontists multi-year trail
American Association of Orthodontists's plans moved +30.7% in assets from 2022 to 2024; this filing shows American Association of Orthodontists 401(k) Plan at $9M / 57 participants.
- #6,583
- in Other Services (8,398 peers)
- -12.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Association of Orthodontists 401(k) Plan's mid-pack asset rank among Other Services and all filers
American Association of Orthodontists 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,072,386 Top 37% higher than 63% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
American Association of Orthodontists 401(k) 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. American Association of Orthodontists 401(k) Plan is a small filing (57 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 430763598 · American Association of Orthodontists PY 2022 · 401(k)
American Association of Orthodontists 401(k) Plan · $9M · 57 · 63rd
- VS-ST $9M
- VS-ST 57
- VS-ST 63rd
- VS-ST 401(k)
- VS-ST near Tenstreet, LLC 401(k) Plan
- VS-ST ind #6583
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 Other Services retirement plans → · Plans in Missouri →
American Association of Orthodontists 401(k) Plan in the asset neighbourhood
American Association of Orthodontists multi-year asset trail
Sponsor-wide plan assets over time
All American Association of Orthodontists plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 30.738374667920876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 57 | $9M |
| 2023 | 1 | 60 | $12M |
| 2024 | 1 | 58 | $12M |
American Association of Orthodontists filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 430763598 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
American Association of Orthodontists 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Tenstreet, LLC 401(k) Plan in OK ($9M); by covered participants it is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Tenstreet, LLC 401(k) Plan (OK) $9M · 170
- Trinity Presbyterian School, Inc. 401(k) Plan (AL) $9M · 87
- Toyesco 401(k) Plan (CA) $9M · 297
- Earlens Corporation 401(k) Profit Sharing Plan and Trust (CA) $9M · 154
Similar participant headcount
Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.
- Custom Learning Designs, Inc. 401(k) Plan (MA) 57 · 0 off
- Fourans LLC 401(k) Profit Sharing Plan & Trust (NJ) 57 · 0 off
- Print Source Inc. 401(k) Profit Sharing Plan and Trust (OR) 57 · 0 off
- Pacoa 401(k) Plan (NY) 57 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.