401(k) · DOL Form 5500 · 2022

Mortenson Family Dental Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
1,799
Participants Near avg headcount
86th
Percentile by assets National rank
$22,540
Avg per participant Low balance/head
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Official DOL plan name: Mortenson Dental Partners 401(k) Plan · Sponsored by Mortenson Family Dental Holdings, Inc. · Kentucky · Healthcare & Social Assistance

$41M in assets, 1,799 participants

Mortenson Family Dental Holdings, Inc.'s Mortenson Dental Partners 401(k) Plan reported $41M in total assets and 1,799 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,715 in Healthcare & Social Assistance (20,060 peers)

Coverage in Kentucky

Mortenson Dental Partners 401(k) Plan covers 1,799 participants in Kentucky, 2.8x the typical Kentucky plan (state average ~647 per filing). Assets: $41M.

#17,715
in Healthcare & Social Assistance (20,060 peers)
-9.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mortenson Dental Partners 401(k) Plan's outsized position by total assets

Mortenson Dental Partners 401(k) Plan vs every filed plan by assets

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

$40,549,595 Top 14% higher than 86% 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

Mortenson Dental Partners 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mortenson Dental Partners 401(k) Plan lands in the large band (1,799 participants).

EBSA filing schedule strip

Filing strip 451839908 · Mortenson Family Dental Holdings, Inc. PY 2022 · 401(k)

Mortenson Dental Partners 401(k) Plan · $41M · 1,799 · 86th

  • IND $41M
  • EOY 1,799
  • 5500 86th
  • ASSETS 401(k)
  • PCT near Supreme Cabinetry Brands Retirement Savings Plan
  • EIN ind #17715

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 Kentucky →

Mortenson Dental Partners 401(k) Plan in the asset neighbourhood

Guarantee Trust Life Insurance Company and Select Affiliates 401(k) and Profit Sharing PlanGuarantee Trust Life Insuran…$41MMortenson Dental Partners 401(k) PlanMortenson Dental Partners 40…$41MSupreme Cabinetry Brands Retirement Savings PlanSupreme Cabinetry Brands Ret…$41MSydenstricker Nobbe Partners 401(k) Profit Sharing Plan and TrustSydenstricker Nobbe Partners…$41MCrystal Clinic Orthopaedic Center, LLC 401(k) Profit Sharing PlanCrystal Clinic Orthopaedic C…$41M
End-of-year total assets ($M) among Mortenson Dental Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$41M
Net Income-$5M
Employer EIN451839908
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortenson Family Dental Holdings, Inc.)

Sponsor-wide plan assets over time

All Mortenson Family Dental Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$133M 37.7120521052704% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $96.5M $133M ▲ +37.7%
Year Plans Participants Total Assets
2022 2 3,607 $96M
2023 2 3,863 $116M
2024 2 4,017 $133M

Nearby 401(k) Plans in Kentucky

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

Mortenson Dental Partners 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Mortenson Dental Partners 401(k) Plan, Total assets ($B): 0.040549595 · Participants: 1799Mortenson Dental Partners 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Mortenson Dental Partners 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Mortenson Dental Partners 401(k) Plan side-by-side with 3 peers →

Mortenson Dental Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Supreme Cabinetry Brands Retirement Savings Plan in MN ($41M); by covered participants it is Morton Buildings, Inc. 401(k) and ESOP in IL (1,799 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,799 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 Mortenson Dental Partners 401(k) Plan assets move in 2022? ▼
Mortenson Dental Partners 401(k) Plan pulled back noticeably - down 9.4% during 2022, from $45M to $41M. Reported net income was -$5M.
How have Mortenson Family Dental Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortenson Family Dental Holdings, Inc.'s sponsor-wide assets grew 37.7%, from $96M to $133M.
Where does Mortenson Dental Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Mortenson Dental Partners 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mortenson Dental Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Supreme Cabinetry Brands Retirement Savings Plan in MN ($41M, 1,144 participants).
Which 401(k) plans cover a similar participant headcount to Mortenson Dental Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Morton Buildings, Inc. 401(k) and ESOP in IL (1,799 participants, $166M 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 451839908.

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.