401(k) · DOL Form 5500 · 2023

Western Dental Services, Inc. 401(k) Plan

Data updated 2026-08-25

$142M
Total assets Near avg plan size
7,273
Participants Very large workforce
93rd
Percentile by assets National rank
$19,514
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Dental Services, Inc. 401(k) Plan · Sponsored by Western Dental Services, Inc. · California · Healthcare & Social Assistance

$142M in assets, 7,273 participants

Western Dental Services, Inc.'s Western Dental Services, Inc. 401(k) Plan reported $142M in total assets and 7,273 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,647 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Western Dental Services, Inc. 401(k) Plan covers 7,273 participants in California, 12x the typical California plan (state average ~630 per filing). Assets: $142M.

#16,647
in Healthcare & Social Assistance (17,684 peers)
+25.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Western Dental Services, Inc. 401(k) Plan's outsized position by total assets

Western Dental Services, Inc. 401(k) Plan vs every filed plan by assets

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

$141,926,993 Top 7% higher than 93% 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

Western Dental Services, Inc. 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. Western Dental Services, Inc. 401(k) Plan lands in the large band (7,273 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Dental Services, Inc. 401(k) Plan reported net income rose from $6M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Western Dental Services, Inc. 401(k) Plan reported participants rose from 5,283 in the plan year 2022 filing to 7,273 in the plan year 2023 filing.
  • Western Dental Services, Inc. 401(k) Plan end-of-year assets rose from $113M in the plan year 2022 filing to $142M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330065869 · Western Dental Services, Inc. PY 2023 · 401(k)

Western Dental Services, Inc. 401(k) Plan · $142M · 7,273 · 93rd

  • EBSA $142M
  • PART 7,273
  • TYPE 93rd
  • NET 401(k)
  • BOOK near Invacare Retirement Savings Plan
  • VS-ST ind #16647

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 California →

Western Dental Services, Inc. 401(k) Plan in the asset neighbourhood

Invacare Retirement Savings PlanInvacare Retirement Savings …$142MThe Hilb Group Operating Company, LLC 401(k) PlanThe Hilb Group Operating Com…$142MWestern Dental Services, Inc. 401(k) PlanWestern Dental Services, Inc…$142MYamaha Retirement and Investment PlanYamaha Retirement and Invest…$142MTillamook County Creamery Association Employees' 401(k) Savings PlanTillamook County Creamery As…$142M
End-of-year total assets ($M) among Western Dental Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$142M
Net Income$29M
Employer EIN330065869
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Dental Services, Inc.)

Sponsor-wide plan assets over time

All Western Dental Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$154M 36.08927529530461% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $113M $154M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 5,283 $113M
2023 1 7,273 $142M
2024 1 7,222 $154M

Nearby 401(k) Plans in California

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

Western Dental Services, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Western Dental Services, Inc. 401(k) Plan, Total assets ($B): 0.141926993 · Participants: 7273Western Dental Services, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Western Dental Services, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Western Dental Services, Inc. 401(k) Plan side-by-side with 3 peers →

Scale composition for Western Dental Services, Inc. 401(k) Plan

Western Dental Services, Inc. 401(k) Plan reports $142M in end-of-year assets across 7,273 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $19,514 per participant (14% of the national average assets-per-participant) . Net income for plan year 2023 was $29M.

This plan identity (EIN 330065869, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $113M to $154M (+36.1%) while covered participants moved from 5,283 to 7,222 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,283 $113M Open filing
2023 7,273 $142M This page
2024 · index core 7,222 $154M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Western Dental Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Invacare Retirement Savings Plan in OH ($142M); by covered participants it is Tyler Technologies, Inc. 401(k) Profit Sharing Plan & Trust in TX (7,271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,273 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 Western Dental Services, Inc. 401(k) Plan assets move in 2023? ▼
Western Dental Services, Inc. 401(k) Plan grew sharply - up 25.5% during 2023, from $113M to $142M. Reported net income was $29M.
How have Western Dental Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Dental Services, Inc.'s sponsor-wide assets grew 36.1%, from $113M to $154M.
Where does Western Dental Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Western Dental Services, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Western Dental Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Invacare Retirement Savings Plan in OH ($142M, 675 participants).
Which 401(k) plans cover a similar participant headcount to Western Dental Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tyler Technologies, Inc. 401(k) Profit Sharing Plan & Trust in TX (7,271 participants, $1.0B 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 330065869.

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.