401(k) · DOL Form 5500 · 2023

Youngquist Kennedy Orthodontics Ltd 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
14
Participants Small participant base
53rd
Percentile by assets National rank
$549,818
Avg per participant High balance/head
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Official DOL plan name: Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan · Sponsored by Youngquist Kennedy Orthodontics Ltd · Wisconsin · Healthcare & Social Assistance

$8M in assets, 14 participants

Youngquist Kennedy Orthodontics Ltd's Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan reported $8M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,328 in Healthcare & Social Assistance (17,684 peers)

Youngquist Kennedy Orthodontics Ltd multi-year trail

Youngquist Kennedy Orthodontics Ltd's plans moved -55.4% in assets from 2022 to 2024; this filing shows Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan at $8M / 14 participants.

#10,328
in Healthcare & Social Assistance (17,684 peers)
+2.9%
assets growth YoY

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,697,456 Top 47% higher than 53% of 127,068 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 2023

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $217K in the plan year 2023 filing.
  • Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan reported participants rose from 13 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 471633563 · Youngquist Kennedy Orthodontics Ltd PY 2023 · 401(k)

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan · $8M · 14 · 53rd

  • IND $8M
  • IND 14
  • IND 53rd
  • IND 401(k)
  • IND near Tuuci, LLC 401(k) Plan
  • IND ind #10328

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 Wisconsin →

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan in the asset neighbourhood

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing PlanYoungquist Kennedy Orthodont…$8MTuuci, LLC 401(k) Plan$8MPremium Label & Packaging Solutions Retirement PlanPremium Label & Packaging So…$8MLeaseaccelerator, Inc. Retirement Savings PlanLeaseaccelerator, Inc. Retir…$8MTscan Therapeutics Inc. 401(k) PlanTscan Therapeutics Inc. 401(…$8M
End-of-year total assets ($M) among Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Youngquist Kennedy Orthodontics Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Youngquist Kennedy Orthodontics Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$3M 55.42515992406097% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $7.48M $3.33M ▼ -55.5%
Year Plans Participants Total Assets
2022 1 13 $7M
2023 1 14 $8M
2024 1 13 $3M

Youngquist Kennedy Orthodontics Ltd filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$217K
Employer EIN471633563
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan, Total assets ($B): 0.007697456 · Participants: 14Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan side-by-side with 3 peers →

Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tuuci, LLC 401(k) Plan in FL ($8M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan assets move in 2023? ▼
Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan edged up modestly - up 2.9% during 2023, from $7M to $8M. Reported net income was $217K.
How have Youngquist Kennedy Orthodontics Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Youngquist Kennedy Orthodontics Ltd's sponsor-wide assets declined 55.4%, from $7M to $3M.
Which 401(k) plans are similar in size to Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tuuci, LLC 401(k) Plan in FL ($8M, 469 participants).
Which 401(k) plans cover a similar participant headcount to Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471633563.

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.