ESOP · DOL Form 5500 · 2023

Mortenson Family Dental Holdings, Inc. ESOP

Data updated 2026-08-25

$64M
Total assets Below avg plan size
1,905
Participants Near avg headcount
88th
Percentile by assets National rank
$33,757
Avg per participant Low balance/head
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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.

  • #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.

#15,854
in Healthcare & Social Assistance (17,684 peers)
+15.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Mortenson Dental Partners Employee Stock Ownership Plan's outsized position by total assets

Mortenson Dental Partners Employee Stock Ownership Plan vs every filed plan by assets

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

$64,307,541 Top 12% higher than 88% 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 Employee Stock Ownership 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 Employee Stock Ownership Plan lands in the large band (1,905 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 451839908 · Mortenson Family Dental Holdings, Inc. PY 2023 · ESOP

Mortenson Dental Partners Employee Stock Ownership Plan · $64M · 1,905 · 88th

  • EIN $64M
  • EIN 1,905
  • EIN 88th
  • EIN ESOP
  • EIN near Johnnys Selected Seeds Employee Stock Ownership Plan
  • EIN ind #15854

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 What is an ESOP? → · Plans in Kentucky →

Mortenson Dental Partners Employee Stock Ownership Plan in the asset neighbourhood

Charles D. Jones & Company, Inc. Employee Stock Ownership PlanCharles D. Jones & Company, …$64MMortenson Dental Partners Employee Stock Ownership PlanMortenson Dental Partners Em…$64MJohnnys Selected Seeds Employee Stock Ownership PlanJohnnys Selected Seeds Emplo…$64MThe Brewer Company Employee Stock Ownership PlanThe Brewer Company Employee …$64MCost Containment Group, Inc Employee Stock Ownership PlanCost Containment Group, Inc …$64M
End-of-year total assets ($M) among Mortenson Dental Partners Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$64M
Net Income$9M
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 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 Scatter plot of 6 data points. 02000400060008000 -0.500.511.522.5 Total assets ($B) Participants Mortenson Dental Partners Employee Stock Ownership Plan, Total assets ($B): 0.064307541 · Participants: 1905Mortenson Dental Partners Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Mortenson Dental Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Mortenson Dental Partners Employee Stock Ownership Plan side-by-side with 3 peers →

Mortenson Dental Partners Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Johnnys Selected Seeds Employee Stock Ownership Plan in ME ($64M); by covered participants it is The Kendall Group Employee Stock Ownership Plan in MI (1,907 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,905 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 Employee Stock Ownership Plan assets move in 2023? ▼
Mortenson Dental Partners Employee Stock Ownership Plan grew at a solid clip - up 15.0% during 2023, from $56M to $64M. Reported net income was $9M.
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 Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mortenson Dental Partners Employee Stock Ownership Plan ranks in the 88th 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 ESOP plans are similar in size to Mortenson Dental Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Johnnys Selected Seeds Employee Stock Ownership Plan in ME ($64M, 249 participants).
Which ESOP plans cover a similar participant headcount to Mortenson Dental Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Kendall Group Employee Stock Ownership Plan in MI (1,907 participants, $808M 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.