401(k) · DOL Form 5500 · 2023

Mortenson Family Dental Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
1,958
Participants Near avg headcount
86th
Percentile by assets National rank
$26,337
Avg per participant Low balance/head
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Official DOL plan name: Mortenson Dental Partners 401(k) Plan · Sponsored by Mortenson Family Dental Holdings, Inc. · Kentucky · Healthcare & Social Assistance

$52M in assets, 1,958 participants

Mortenson Family Dental Holdings, Inc.'s Mortenson Dental Partners 401(k) Plan reported $52M in total assets and 1,958 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,559 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Mortenson Dental Partners 401(k) Plan covers 1,958 participants in Kentucky, 3.0x the typical Kentucky plan (state average ~647 per filing). Assets: $52M.

#15,559
in Healthcare & Social Assistance (17,684 peers)
+27.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Mortenson Dental Partners 401(k) Plan's outsized position by total assets

Mortenson Dental Partners 401(k) Plan vs every filed plan by assets

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

$51,566,993 Top 14% higher than 86% 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

Mortenson Dental Partners 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mortenson Dental Partners 401(k) Plan lands in the large band (1,958 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mortenson Dental Partners 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Mortenson Dental Partners 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Mortenson Dental Partners 401(k) Plan reported participants rose from 1,799 in the plan year 2022 filing to 1,958 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 451839908 · Mortenson Family Dental Holdings, Inc. PY 2023 · 401(k)

Mortenson Dental Partners 401(k) Plan · $52M · 1,958 · 86th

  • EIN $52M
  • RANK 1,958
  • PHOTO 86th
  • IND 401(k)
  • EOY near Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan
  • 5500 ind #15559

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 Kentucky →

Mortenson Dental Partners 401(k) Plan in the asset neighbourhood

Mortenson Dental Partners 401(k) PlanMortenson Dental Partners 40…$52MWaukesha State Bank Employees' 401(k) Profit Sharing PlanWaukesha State Bank Employee…$52MSeverson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral PlanSeverson & Werson, a Profess…$52MStroock & Stroock & Lavan LLP Retirement Plan and Trust for PartnersStroock & Stroock & Lavan LL…$52MOyo Corporation U.S.a. Employees' 401(k) Retirement PlanOyo Corporation U.S.a. Emplo…$52M
End-of-year total assets ($M) among Mortenson Dental Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$52M
Net Income$10M
Employer EIN451839908
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortenson Family Dental Holdings, Inc.)

Sponsor-wide plan assets over time

All Mortenson Family Dental Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$133M 37.7120521052704% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $96.5M $133M ▲ +37.7%
Year Plans Participants Total Assets
2022 2 3,607 $96M
2023 2 3,863 $116M
2024 2 4,017 $133M

Nearby 401(k) Plans in Kentucky

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

Mortenson Dental Partners 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Mortenson Dental Partners 401(k) Plan, Total assets ($B): 0.051566993 · Participants: 1958Mortenson Dental Partners 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Mortenson Dental Partners 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Mortenson Dental Partners 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan in CA ($52M); by covered participants it is Bose Employees' Retirement Savings 401(k) Plan in MA (1,958 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,958 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 Mortenson Dental Partners 401(k) Plan assets move in 2023? ▼
Mortenson Dental Partners 401(k) Plan grew sharply - up 27.2% during 2023, from $41M to $52M. Reported net income was $10M.
How have Mortenson Family Dental Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortenson Family Dental Holdings, Inc.'s sponsor-wide assets grew 37.7%, from $96M to $133M.
Where does Mortenson Dental Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Mortenson Dental Partners 401(k) Plan ranks in the 86th 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 Mortenson Dental Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan in CA ($52M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Mortenson Dental Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bose Employees' Retirement Savings 401(k) Plan in MA (1,958 participants, $656M 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 451839908.

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.