401(k) · DOL Form 5500 · 2023

American Association of Orthodontists 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
60
Participants Small participant base
62nd
Percentile by assets National rank
$195,747
Avg per participant Above avg balance/head
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Official DOL plan name: American Association of Orthodontists 401(k) Plan · Sponsored by American Association of Orthodontists · Missouri · Other Services

$12M in assets, 60 participants

American Association of Orthodontists's American Association of Orthodontists 401(k) Plan reported $12M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,175 in Other Services (7,857 peers)

American Association of Orthodontists multi-year trail

American Association of Orthodontists's plans moved +30.7% in assets from 2022 to 2024; this filing shows American Association of Orthodontists 401(k) Plan at $12M / 60 participants.

#6,175
in Other Services (7,857 peers)
+29.5%
assets growth YoY

American Association of Orthodontists 401(k) Plan's mid-pack asset rank among Other Services and all filers

American Association of Orthodontists 401(k) Plan vs every filed plan by assets

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

$11,744,823 Top 38% higher than 62% 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 Association of Orthodontists 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Association of Orthodontists 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Association of Orthodontists 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • American Association of Orthodontists 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • American Association of Orthodontists 401(k) Plan reported participants rose from 57 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 430763598 · American Association of Orthodontists PY 2023 · 401(k)

American Association of Orthodontists 401(k) Plan · $12M · 60 · 62nd

  • PHOTO $12M
  • IND 60
  • EOY 62nd
  • 5500 401(k)
  • ASSETS near County Insulation Company 401(k) Profit Sharing Plan
  • PCT ind #6175

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 Other Services retirement plans → · Plans in Missouri →

American Association of Orthodontists 401(k) Plan in the asset neighbourhood

County Insulation Company 401(k) Profit Sharing PlanCounty Insulation Company 40…$12MGaia, Inc. 401(k) Plan$12MHarger Employee Savings & Retirement PlanHarger Employee Savings & Re…$12MAmerican Association of Orthodontists 401(k) PlanAmerican Association of Orth…$12MLa Terra Fina USA 401(k) Plan$12M
End-of-year total assets ($M) among American Association of Orthodontists 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

American Association of Orthodontists multi-year asset trail

Sponsor-wide plan assets over time

All American Association of Orthodontists plans reported in each filing year

Latest sponsor-wide plan assets
$12M 30.738374667920876% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.07M $11.9M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 57 $9M
2023 1 60 $12M
2024 1 58 $12M

American Association of Orthodontists filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN430763598
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

American Association of Orthodontists 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants American Association of Orthodontists 401(k) Plan, Total assets ($B): 0.011744823 · Participants: 60American Association of Orthodontists 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
American Association of Orthodontists 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare American Association of Orthodontists 401(k) Plan side-by-side with 3 peers →

American Association of Orthodontists 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is County Insulation Company 401(k) Profit Sharing Plan in DE ($12M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Association of Orthodontists 401(k) Plan assets move in 2023? ▼
American Association of Orthodontists 401(k) Plan grew sharply - up 29.5% during 2023, from $9M to $12M. Reported net income was $3M.
How have American Association of Orthodontists plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Association of Orthodontists's sponsor-wide assets grew 30.7%, from $9M to $12M.
Which 401(k) plans are similar in size to American Association of Orthodontists 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is County Insulation Company 401(k) Profit Sharing Plan in DE ($12M, 165 participants).
Which 401(k) plans cover a similar participant headcount to American Association of Orthodontists 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 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 430763598.

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.