401(k) · DOL Form 5500 · 2023

American Orthodontics Corporation 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
783
Participants Near avg headcount
89th
Percentile by assets National rank
$93,533
Avg per participant Below avg balance/head
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Official DOL plan name: American Orthodontics Corporation Employees' Wage Investment Plan · Sponsored by American Orthodontics Corporation · Wisconsin · Manufacturing

$73M in assets, 783 participants

American Orthodontics Corporation's American Orthodontics Corporation Employees' Wage Investment Plan reported $73M in total assets and 783 participants in its 2023 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.

  • #15,662 in Manufacturing (18,722 peers)

Where American Orthodontics Corporation Employees' Wage Investment Plan sits by assets

American Orthodontics Corporation Employees' Wage Investment Plan sits in the top quartile of all filed plans by assets, $73M for 783 participants (~$93,533/participant), up 17.9% in 2023.

#15,662
in Manufacturing (18,722 peers)
+17.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

American Orthodontics Corporation Employees' Wage Investment Plan's outsized position by total assets

American Orthodontics Corporation Employees' Wage Investment Plan vs every filed plan by assets

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

$73,236,029 Top 11% higher than 89% 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

American Orthodontics Corporation Employees' Wage Investment 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. American Orthodontics Corporation Employees' Wage Investment Plan sits mid-pack in the medium band (783 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Orthodontics Corporation Employees' Wage Investment Plan reported net income rose from -$12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • American Orthodontics Corporation Employees' Wage Investment Plan end-of-year assets rose from $62M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • American Orthodontics Corporation Employees' Wage Investment Plan reported participants rose from 728 in the plan year 2022 filing to 783 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391093323 · American Orthodontics Corporation PY 2023 · 401(k)

American Orthodontics Corporation Employees' Wage Investment Plan · $73M · 783 · 89th

  • 5500 $73M
  • ASSETS 783
  • PCT 89th
  • EIN 401(k)
  • RANK near Texas Independent Bancshares, Inc. 401(k) Employee Stock Ownership Plan
  • PHOTO ind #15662

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 Manufacturing retirement plans → · Plans in Wisconsin →

American Orthodontics Corporation Employees' Wage Investment Plan in the asset neighbourhood

R.T. Vanderbilt Holding Company, Inc. 401(k) PlanR.T. Vanderbilt Holding Comp…$73MLightfoot, Franklin & White, LLC 401(k) Profit Sharing PlanLightfoot, Franklin & White,…$73MAmerican Orthodontics Corporation Employees' Wage Investment PlanAmerican Orthodontics Corpor…$73MTexas Independent Bancshares, Inc. 401(k) Employee Stock Ownership PlanTexas Independent Bancshares…$73MNeapco Holdings, LLC 401(k) Retirement Savings PlanNeapco Holdings, LLC 401(k) …$73M
End-of-year total assets ($M) among American Orthodontics Corporation Employees' Wage Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$73M
Net Income$11M
Employer EIN391093323
Plan Effective Date1984-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (American Orthodontics Corporation)

Sponsor-wide plan assets over time

All American Orthodontics Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$80M 29.441661303420762% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $62.1M $80.4M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 728 $62M
2023 1 783 $73M
2024 1 745 $80M

Nearby 401(k) Plans in Wisconsin

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

American Orthodontics Corporation Employees' Wage Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants American Orthodontics Corporation Employees' Wage Investment Plan, Total assets ($B): 0.073236029 · Participants: 783American Orthodontics Corporation Employees' Wage Investment 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
American Orthodontics Corporation Employees' Wage Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare American Orthodontics Corporation Employees' Wage Investment Plan side-by-side with 3 peers →

American Orthodontics Corporation Employees' Wage Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Texas Independent Bancshares, Inc. 401(k) Employee Stock Ownership Plan in TX ($73M); by covered participants it is Marel USA 401(k) Retirement Plan in KS (783 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (783 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 American Orthodontics Corporation Employees' Wage Investment Plan assets move in 2023? ▼
American Orthodontics Corporation Employees' Wage Investment Plan grew sharply - up 17.9% during 2023, from $62M to $73M. Reported net income was $11M.
How have American Orthodontics Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Orthodontics Corporation's sponsor-wide assets grew 29.4%, from $62M to $80M.
Where does American Orthodontics Corporation Employees' Wage Investment Plan rank by assets among Form 5500 filers? ▼
American Orthodontics Corporation Employees' Wage Investment Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to American Orthodontics Corporation Employees' Wage Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Texas Independent Bancshares, Inc. 401(k) Employee Stock Ownership Plan in TX ($73M, 282 participants).
Which 401(k) plans cover a similar participant headcount to American Orthodontics Corporation Employees' Wage Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marel USA 401(k) Retirement Plan in KS (783 participants, $119M 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 391093323.

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.