ESOP · DOL Form 5500 · 2023
Mortenson Family Dental Holdings, Inc. ESOP
Data updated 2026-08-11
- $64M
- Total assets
- 1,905
- Participants
- 88th
- Percentile by assets
- $33,757
- Avg per participant
Official DOL plan name: Mortenson Dental Partners Employee Stock Ownership Plan · Sponsored by Mortenson Family Dental Holdings, Inc. · Kentucky · Healthcare & Social Assistance
$64M in assets, 1,905 participants
Mortenson Family Dental Holdings, Inc.'s Mortenson Dental Partners Employee Stock Ownership Plan reported $64M in total assets and 1,905 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 127,072 plans)
- #15,854 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kentucky
Mortenson Dental Partners Employee Stock Ownership Plan covers 1,905 participants in Kentucky, 2.9x the typical Kentucky plan (state average ~647 per filing). Assets: $64M.
- $64M
- total plan assets (2023 EOY)
- 1,905
- covered participants
- 88th
- percentile by assets (of 127,072 plans)
- $33,757
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mortenson Dental Partners Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Mortenson Dental Partners Employee Stock Ownership Plan end-of-year assets rose from $56M in the plan year 2022 filing to $64M in the plan year 2023 filing.
- Mortenson Dental Partners Employee Stock Ownership Plan reported participants rose from 1,808 in the plan year 2022 filing to 1,905 in the plan year 2023 filing.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Mortenson Dental Partners Employee Stock Ownership Plan reports 1,905 participants - 2.9x that state average ($64M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $9M |
| Employer EIN | 451839908 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mortenson Family Dental Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,607 | $96M |
| 2023 | 2 | 3,863 | $116M |
| 2024 | 2 | 4,017 | $133M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
Mortenson Dental Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
- Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
- Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
- H & R Agri-Power Employee Stock Ownership Plan $105M · 489
- Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Mortenson Dental Partners Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Mortenson Dental Partners Employee Stock Ownership Plan assets move in 2023? ▼
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Where does Mortenson Dental Partners Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Mortenson Dental Partners Employee Stock Ownership Plan's numbers.
- By total assets, Mortenson Dental Partners Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
- Mortenson Family Dental Holdings, Inc.'s sponsor-wide assets have grown 37.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans