401(k) · DOL Form 5500 · 2023

Family Orthodontics Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
580
Participants Below avg headcount
43rd
Percentile by assets National rank
$8,237
Avg per participant Low balance/head
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Official DOL plan name: Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Family Orthodontics Inc · Massachusetts · Professional & Technical Services

$5M in assets, 580 participants

Family Orthodontics Inc's Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 580 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,365 in Professional & Technical Services (20,321 peers)

Family Orthodontics Inc multi-year trail

Family Orthodontics Inc's plans moved +99.7% in assets from 2022 to 2024; this filing shows Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust at $5M / 580 participants.

#8,365
in Professional & Technical Services (20,321 peers)
+48.2%
assets growth YoY

Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,777,284 43rd percentile higher than 43% 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

Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust 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. Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (580 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $41K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 553 in the plan year 2022 filing to 580 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043581871 · Family Orthodontics Inc PY 2023 · 401(k)

Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust · $5M · 580 · 43rd

  • IND $5M
  • EOY 580
  • 5500 43rd
  • ASSETS 401(k)
  • PCT near Consolidated Crane Company, Inc. 401(k) Plan
  • EIN ind #8365

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Family Orthodontics Inc 401(k) Profit Sharing Plan & TrustFamily Orthodontics Inc 401(…$5MConsolidated Crane Company, Inc. 401(k) PlanConsolidated Crane Company, …$5MPro Imaging Benefits 401(k) PlanPro Imaging Benefits 401(k) …$5MStanley Kesselman, Inc. 401(k) Profit Sharing PlanStanley Kesselman, Inc. 401(…$5MRipu Arora 401(k) Profit Sharing PlanRipu Arora 401(k) Profit Sha…$5M
End-of-year total assets ($M) among Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Family Orthodontics Inc multi-year asset trail

Sponsor-wide plan assets over time

All Family Orthodontics Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 99.7223610020698% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $3.22M $6.44M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 553 $3M
2023 1 580 $5M
2024 1 647 $6M

Family Orthodontics Inc filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN043581871
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004777284 · Participants: 580Family Orthodontics Inc 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Consolidated Crane Company, Inc. 401(k) Plan in TX ($5M); by covered participants it is Iem 401(k) Plan in CA (580 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (580 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 Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust surged - up 48.2% during 2023, from $3M to $5M. Reported net income was $2M.
How have Family Orthodontics Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Orthodontics Inc's sponsor-wide assets grew 99.7%, from $3M to $6M.
Which 401(k) plans are similar in size to Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Consolidated Crane Company, Inc. 401(k) Plan in TX ($5M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Family Orthodontics Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Iem 401(k) Plan in CA (580 participants, $34M 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 043581871.

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.