401(k) · DOL Form 5500 · 2023

Lawton Orthodontics, P.a. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
19
Participants Small participant base
55th
Percentile by assets National rank
$455,611
Avg per participant High balance/head
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Official DOL plan name: Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust · Sponsored by Lawton Orthodontics, P.a. · Florida · Healthcare & Social Assistance

$9M in assets, 19 participants

Lawton Orthodontics, P.a.'s Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust reported $9M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,800 in Healthcare & Social Assistance (17,684 peers)

Lawton Orthodontics, P.a. multi-year trail

Lawton Orthodontics, P.a.'s plans moved +23.2% in assets from 2022 to 2024; this filing shows Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust at $9M / 19 participants.

#10,800
in Healthcare & Social Assistance (17,684 peers)
+11.4%
assets growth YoY

Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,656,615 Top 45% higher than 55% 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

Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $893K in the plan year 2023 filing.
  • Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust reported participants rose from 18 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 591783253 · Lawton Orthodontics, P.a. PY 2023 · 401(k)

Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust · $9M · 19 · 55th

  • SCH $9M
  • SCH 19
  • SCH 55th
  • SCH 401(k)
  • SCH near Vito C. Quatela, M.D., PLLC Employees' Savings and Profit Sharing Plan
  • SCH ind #10800

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 Florida →

Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust in the asset neighbourhood

Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and TrustLawton Orthodontics, P.a. Em…$9MVito C. Quatela, M.D., PLLC Employees' Savings and Profit Sharing PlanVito C. Quatela, M.D., PLLC …$9MDtiq 401(k) Plan$9MThe Farmers State Bank of Waupaca Profit Sharing 401(k) PlanThe Farmers State Bank of Wa…$9MMckay's Market 401(k) Plan$9M
End-of-year total assets ($M) among Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lawton Orthodontics, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Lawton Orthodontics, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 23.22423647470582% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.77M $9.58M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 18 $8M
2023 1 19 $9M
2024 1 21 $10M

Lawton Orthodontics, P.a. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$893K
Employer EIN591783253
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust, Total assets ($B): 0.008656615 · Participants: 19Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Vito C. Quatela, M.D., PLLC Employees' Savings and Profit Sharing Plan in NY ($9M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust assets move in 2023?
Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust grew at a solid clip - up 11.4% during 2023, from $8M to $9M. Reported net income was $893K.
How have Lawton Orthodontics, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lawton Orthodontics, P.a.'s sponsor-wide assets grew 23.2%, from $8M to $10M.
Which 401(k) plans are similar in size to Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Vito C. Quatela, M.D., PLLC Employees' Savings and Profit Sharing Plan in NY ($9M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Lawton Orthodontics, P.a. Employees' Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M in assets).