ESOP · DOL Form 5500 · 2022

Mortenson Family Dental Holdings, Inc. ESOP

Data updated 2026-08-25

$56M
Total assets Below avg plan size
1,808
Participants Near avg headcount
89th
Percentile by assets National rank
$30,929
Avg per participant Low balance/head
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Official DOL plan name: Mortenson Dental Partners Employee Stock Ownership Plan · Sponsored by Mortenson Family Dental Holdings, Inc. · Kentucky · Healthcare & Social Assistance

$56M in assets, 1,808 participants

Mortenson Family Dental Holdings, Inc.'s Mortenson Dental Partners Employee Stock Ownership Plan reported $56M in total assets and 1,808 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,168 in Healthcare & Social Assistance (20,060 peers)

Coverage in Kentucky

Mortenson Dental Partners Employee Stock Ownership Plan covers 1,808 participants in Kentucky, 2.8x the typical Kentucky plan (state average ~647 per filing). Assets: $56M.

#18,168
in Healthcare & Social Assistance (20,060 peers)
+0.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Mortenson Dental Partners Employee Stock Ownership Plan's outsized position by total assets

Mortenson Dental Partners Employee Stock Ownership Plan vs every filed plan by assets

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

$55,920,032 Top 11% higher than 89% 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 Employee Stock Ownership 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 Employee Stock Ownership Plan lands in the large band (1,808 participants).

EBSA filing schedule strip

Filing strip 451839908 · Mortenson Family Dental Holdings, Inc. PY 2022 · ESOP

Mortenson Dental Partners Employee Stock Ownership Plan · $56M · 1,808 · 89th

  • BOY $56M
  • SCH 1,808
  • EBSA 89th
  • PART ESOP
  • TYPE near Dondlinger & Sons Construction Co., Inc. Employee Stock Ownership Plan
  • NET ind #18168

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 What is an ESOP? → · Plans in Kentucky →

Mortenson Dental Partners Employee Stock Ownership Plan in the asset neighbourhood

Logistic Services International, Inc. Employee Stock Ownership PlanLogistic Services Internatio…$56MXtek Inc Employee Stock Ownership PlanXtek Inc Employee Stock Owne…$56MMortenson Dental Partners Employee Stock Ownership PlanMortenson Dental Partners Em…$56MDondlinger & Sons Construction Co., Inc. Employee Stock Ownership PlanDondlinger & Sons Constructi…$56MGuthrie & Huebner Company, Inc. Employee Stock Ownership Plan and TrustGuthrie & Huebner Company, I…$56M
End-of-year total assets ($M) among Mortenson Dental Partners Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$56M
Net Income$2M
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 ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

Mortenson Dental Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.522.5 Total assets ($B) Participants Mortenson Dental Partners Employee Stock Ownership Plan, Total assets ($B): 0.055920032 · Participants: 1808Mortenson Dental Partners Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Mortenson Dental Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Mortenson Dental Partners Employee Stock Ownership Plan side-by-side with 3 peers →

Mortenson Dental Partners Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Dondlinger & Sons Construction Co., Inc. Employee Stock Ownership Plan in KS ($56M); by covered participants it is The Kendall Group Employee Stock Ownership Plan in MI (1,817 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,808 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 Employee Stock Ownership Plan assets move in 2022? ▼
Mortenson Dental Partners Employee Stock Ownership Plan held essentially flat - up 0.9% during 2022, from $55M to $56M. Reported net income was $2M.
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 Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mortenson Dental Partners Employee Stock Ownership Plan ranks in the 89th 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 ESOP plans are similar in size to Mortenson Dental Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dondlinger & Sons Construction Co., Inc. Employee Stock Ownership Plan in KS ($56M, 370 participants).
Which ESOP plans cover a similar participant headcount to Mortenson Dental Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Kendall Group Employee Stock Ownership Plan in MI (1,817 participants, $726M 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.