401(k) · DOL Form 5500 · 2023

Coltene/Whaledent, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
291
Participants Below avg headcount
76th
Percentile by assets National rank
$82,097
Avg per participant Below avg balance/head
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Official DOL plan name: Coltene/Whaledent, Inc. Profit Sharing Plan · Sponsored by Coltene/Whaledent, Inc. · Ohio · Manufacturing

$24M in assets, 291 participants

Coltene/Whaledent, Inc.'s Coltene/Whaledent, Inc. Profit Sharing Plan reported $24M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,438 in Manufacturing (18,722 peers)

Coverage in Ohio

Coltene/Whaledent, Inc. Profit Sharing Plan covers 291 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $24M.

#12,438
in Manufacturing (18,722 peers)
-2.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $676K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coltene/Whaledent, Inc. Profit Sharing Plan's outsized position by total assets

Coltene/Whaledent, Inc. Profit Sharing Plan vs every filed plan by assets

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

$23,890,327 Top 24% higher than 76% 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

Coltene/Whaledent, Inc. Profit Sharing 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. Coltene/Whaledent, Inc. Profit Sharing Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coltene/Whaledent, Inc. Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to -$676K in the plan year 2023 filing.
  • Coltene/Whaledent, Inc. Profit Sharing Plan end-of-year assets fell from $25M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133568101 · Coltene/Whaledent, Inc. PY 2023 · 401(k)

Coltene/Whaledent, Inc. Profit Sharing Plan · $24M · 291 · 76th

  • EOY $24M
  • 5500 291
  • ASSETS 76th
  • PCT 401(k)
  • EIN near Ac Johnston 401(k) Plan
  • RANK ind #12438

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 Ohio →

Coltene/Whaledent, Inc. Profit Sharing Plan in the asset neighbourhood

Coltene/Whaledent, Inc. Profit Sharing PlanColtene/Whaledent, Inc. Prof…$24MAc Johnston 401(k) Plan$24MReconext 401(k) Plan$24MAirship Group Inc. 401(k) Profit Sharing Plan and TrustAirship Group Inc. 401(k) Pr…$24MSato America, LLC 401(k) Plan$24M
End-of-year total assets ($M) among Coltene/Whaledent, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$676K
Employer EIN133568101
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coltene/Whaledent, Inc.)

Sponsor-wide plan assets over time

All Coltene/Whaledent, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 5.33655840399709% vs 2022
2024 filing year
$23M$24M$25M$26M$27M 202220232024 $24.6M $25.9M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 292 $25M
2023 1 291 $24M
2024 1 273 $26M

Nearby 401(k) Plans in Ohio

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

Coltene/Whaledent, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Coltene/Whaledent, Inc. Profit Sharing Plan, Total assets ($B): 0.023890327 · Participants: 291Coltene/Whaledent, Inc. Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Coltene/Whaledent, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Coltene/Whaledent, Inc. Profit Sharing Plan side-by-side with 3 peers →

Coltene/Whaledent, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ac Johnston 401(k) Plan in IL ($24M); by covered participants it is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA (291 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Coltene/Whaledent, Inc. Profit Sharing Plan assets move in 2023? ▼
Coltene/Whaledent, Inc. Profit Sharing Plan edged down modestly - down 2.7% during 2023, from $25M to $24M. Reported net income was -$676K.
How have Coltene/Whaledent, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coltene/Whaledent, Inc.'s sponsor-wide assets grew 5.3%, from $25M to $26M.
Where does Coltene/Whaledent, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Coltene/Whaledent, Inc. Profit Sharing Plan ranks in the 76th 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 Coltene/Whaledent, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ac Johnston 401(k) Plan in IL ($24M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Coltene/Whaledent, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA (291 participants, $28M 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 133568101.

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.