401(k) · DOL Form 5500 · 2023

Kerzner Orthodontics PC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
8
Participants Small participant base
46th
Percentile by assets National rank
$689,753
Avg per participant High balance/head
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Official DOL plan name: Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust · Sponsored by Kerzner Orthodontics PC · Illinois · Healthcare & Social Assistance

$6M in assets, 8 participants

Kerzner Orthodontics PC's Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust reported $6M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,967 in Healthcare & Social Assistance (17,684 peers)

Kerzner Orthodontics PC multi-year trail

Kerzner Orthodontics PC's plans moved +28.7% in assets from 2022 to 2024; this filing shows Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust at $6M / 8 participants.

#8,967
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,518,022 46th percentile higher than 46% 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

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust reported net income rose from -$558K in the plan year 2022 filing to $708K in the plan year 2023 filing.
  • Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205914436 · Kerzner Orthodontics PC PY 2023 · 401(k)

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust · $6M · 8 · 46th

  • ASSETS $6M
  • PCT 8
  • EIN 46th
  • RANK 401(k)
  • PHOTO near Delight Restaurant Group 401(k) Plan
  • IND ind #8967

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 Illinois →

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and TrustKerzner Orthodontics PC 401(…$6MDelight Restaurant Group 401(k) PlanDelight Restaurant Group 401…$6MBapko Metal, Inc. Retirement PlanBapko Metal, Inc. Retirement…$6MRausch Sturm LLP 401(k) Plan$6MInasmuch Foundation Retirement PlanInasmuch Foundation Retireme…$6M
End-of-year total assets ($M) among Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kerzner Orthodontics PC multi-year asset trail

Sponsor-wide plan assets over time

All Kerzner Orthodontics PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 28.65221532271025% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.81M $6.19M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 1 8 $6M
2024 1 7 $6M

Kerzner Orthodontics PC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$708K
Employer EIN205914436
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.005518022 · Participants: 8Kerzner Orthodontics PC 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Delight Restaurant Group 401(k) Plan in KS ($6M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 14.7% during 2023, from $5M to $6M. Reported net income was $708K.
How have Kerzner Orthodontics PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerzner Orthodontics PC's sponsor-wide assets grew 28.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Delight Restaurant Group 401(k) Plan in KS ($6M, 2,896 participants).
Which 401(k) plans cover a similar participant headcount to Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 205914436.

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.