401(k) · DOL Form 5500 · 2022

Werner Orthodontics, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
43rd
Percentile by assets National rank
$262,657
Avg per participant High balance/head
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Official DOL plan name: Werner Orthodontics, P.C. 401(k) Plan · Sponsored by Werner Orthodontics, P.C. · Tennessee · Healthcare & Social Assistance

$3M in assets, 13 participants

Werner Orthodontics, P.C.'s Werner Orthodontics, P.C. 401(k) Plan reported $3M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #9,455 in Healthcare & Social Assistance (20,060 peers)

Werner Orthodontics, P.C. multi-year trail

Werner Orthodontics, P.C.'s plans moved +11.7% in assets from 2022 to 2024; this filing shows Werner Orthodontics, P.C. 401(k) Plan at $3M / 13 participants.

#9,455
in Healthcare & Social Assistance (20,060 peers)
-8.5%
assets change YoY

The plan reported a net loss of $318K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Werner Orthodontics, P.C. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Werner Orthodontics, P.C. 401(k) Plan vs every filed plan by assets

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

$3,414,543 43rd percentile higher than 43% 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

Werner Orthodontics, P.C. 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. Werner Orthodontics, P.C. 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

DOL schedule card

Filing strip 620969213 · Werner Orthodontics, P.C. PY 2022 · 401(k)

Werner Orthodontics, P.C. 401(k) Plan · $3M · 13 · 43rd

  • EBSA $3M
  • PART 13
  • TYPE 43rd
  • NET 401(k)
  • BOOK near Suzohapp Americas 401(k) Plan
  • VS-ST ind #9455

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 Tennessee →

Werner Orthodontics, P.C. 401(k) Plan in the asset neighbourhood

Werner Orthodontics, P.C. 401(k) PlanWerner Orthodontics, P.C. 40…$3MSuzohapp Americas 401(k) Plan$3M8g Solutions 401(k) Retirement Savings Plan8g Solutions 401(k) Retireme…$3MOmaha Fixture Manufacturing, Inc. P/S 401(k) PlanOmaha Fixture Manufacturing,…$3MQuartet Mso, LLC 401(k) Profit Sharing PlanQuartet Mso, LLC 401(k) Prof…$3M
End-of-year total assets ($M) among Werner Orthodontics, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Werner Orthodontics, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Werner Orthodontics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.709853998031363% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 20222024 $3.41M $3.81M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 13 $3M
2024 1 12 $4M

Werner Orthodontics, P.C. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$318K
Employer EIN620969213
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Werner Orthodontics, P.C. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Werner Orthodontics, P.C. 401(k) Plan, Total assets ($B): 0.003414543 · Participants: 13Werner Orthodontics, P.C. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Werner Orthodontics, P.C. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Werner Orthodontics, P.C. 401(k) Plan side-by-side with 3 peers →

Werner Orthodontics, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Suzohapp Americas 401(k) Plan in IL ($3M); 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 Werner Orthodontics, P.C. 401(k) Plan assets move in 2022? ▼
Werner Orthodontics, P.C. 401(k) Plan pulled back noticeably - down 8.5% during 2022, from $4M to $3M. Reported net income was -$318K.
How have Werner Orthodontics, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Werner Orthodontics, P.C.'s sponsor-wide assets grew 11.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Werner Orthodontics, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suzohapp Americas 401(k) Plan in IL ($3M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Werner Orthodontics, P.C. 401(k) 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 620969213.

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.