401(k) · DOL Form 5500 · 2023

American Orthodontics Corporation 401(k) Plan

Data updated 2026-08-11

$73M
Total assets
783
Participants
89th
Percentile by assets
$93,533
Avg per participant
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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.

  • 89th percentile by assets (of 127,072 plans)
  • #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.

$73M
total plan assets (2023 EOY)
783
covered participants
89th
percentile by assets (of 127,072 plans)
$93,533
avg assets per participant

Where American Orthodontics Corporation Employees' Wage Investment Plan sits 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 $2,010,000,000 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

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 →

State
Wisconsin
Industry
Manufacturing

American Orthodontics Corporation Employees' Wage Investment Plan vs the 2023 asset distribution

By assets, American Orthodontics Corporation Employees' Wage Investment Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

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)

$60M$70M$80M$90M 202220232024 $62.1M $80.4M ▲ +29.5%
Total plan assets by year, all American Orthodontics Corporation plans on file
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 ($B) Participants American Orthodontic…, Total assets ($B): 0.073236029 · Participants: 783American Orthodontic…Advocate Aurora Heal…, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation …
American Orthodontics Corporation Employees' Wage Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare American Orthodontics Corporation Employ… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to American Orthodontics Corporation Employees' Wage Investment Plan by total assets, not by location.

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).

Next read for American Orthodontics Corporation Employ…

Scale reading

Ways to act on American Orthodontics Corporation Employees' Wage Investment Plan's numbers.

  • By total assets, American Orthodontics Corporation Employees' Wage Investment Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • American Orthodontics Corporation's sponsor-wide assets have grown 29.4% since 2022 across 3 plan years on file. More Manufacturing plans

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.