401(k) · DOL Form 5500 · 2023

Apple Tree Dental 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
247
Participants Below avg headcount
64th
Percentile by assets National rank
$51,298
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apple Tree Dental 401(k) Plan · Sponsored by Apple Tree Dental · Minnesota · Healthcare & Social Assistance

$13M in assets, 247 participants

Apple Tree Dental's Apple Tree Dental 401(k) Plan reported $13M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,205 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Apple Tree Dental 401(k) Plan covers 247 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $13M.

#12,205
in Healthcare & Social Assistance (17,684 peers)
+49.9%
assets growth YoY

Apple Tree Dental 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Apple Tree Dental 401(k) Plan vs every filed plan by assets

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

$12,670,562 Top 36% higher than 64% 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

Apple Tree Dental 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apple Tree Dental 401(k) Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apple Tree Dental 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Apple Tree Dental 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Apple Tree Dental 401(k) Plan reported participants rose from 203 in the plan year 2022 filing to 247 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363411437 · Apple Tree Dental PY 2023 · 401(k)

Apple Tree Dental 401(k) Plan · $13M · 247 · 64th

  • ASSETS $13M
  • ASSETS 247
  • ASSETS 64th
  • ASSETS 401(k)
  • ASSETS near Social Current Retirement Plan
  • ASSETS ind #12205

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 Minnesota →

Apple Tree Dental 401(k) Plan in the asset neighbourhood

Apple Tree Dental 401(k) Plan$13MSocial Current Retirement PlanSocial Current Retirement Pl…$13MF.G. Pruitt 401(k) Profit Sharing PlanF.G. Pruitt 401(k) Profit Sh…$13MThe Millennium Group, Inc. 401(k) PlanThe Millennium Group, Inc. 4…$13MHome Run Auto Group 401(k) PlanHome Run Auto Group 401(k) P…$13M
End-of-year total assets ($M) among Apple Tree Dental 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN363411437
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Tree Dental)

Sponsor-wide plan assets over time

All Apple Tree Dental plans reported in each filing year

Latest sponsor-wide plan assets
$14M 69.30512273899363% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.45M $14.3M ▲ +69.3%
Year Plans Participants Total Assets
2022 1 203 $8M
2023 1 247 $13M
2024 1 288 $14M

Nearby 401(k) Plans in Minnesota

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

Apple Tree Dental 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Apple Tree Dental 401(k) Plan, Total assets ($B): 0.012670562 · Participants: 247Apple Tree Dental 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Apple Tree Dental 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Apple Tree Dental 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Social Current Retirement Plan in WI ($13M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Apple Tree Dental 401(k) Plan assets move in 2023? ▼
Apple Tree Dental 401(k) Plan surged - up 49.9% during 2023, from $8M to $13M. Reported net income was $4M.
How have Apple Tree Dental plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple Tree Dental's sponsor-wide assets grew 69.3%, from $8M to $14M.
Which 401(k) plans are similar in size to Apple Tree Dental 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Social Current Retirement Plan in WI ($13M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Apple Tree Dental 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Home Care, LLC 401(k) Plan in MA (247 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 363411437.

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.