401(k) · DOL Form 5500 · 2024
Youngquist Kennedy Orthodontics Ltd 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $256,502
- Avg per participant Above avg balance/head
Official DOL plan name: Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan · Sponsored by Youngquist Kennedy Orthodontics Ltd · Wisconsin · Healthcare & Social Assistance
$3M in assets, 13 participants
Youngquist Kennedy Orthodontics Ltd's Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan reported $3M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,114 in Healthcare & Social Assistance (16,916 peers)
Youngquist Kennedy Orthodontics Ltd multi-year trail
Youngquist Kennedy Orthodontics Ltd's plans moved -55.4% in assets from 2022 to 2024; this filing shows Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan at $3M / 13 participants.
- #6,114
- in Healthcare & Social Assistance (16,916 peers)
- -56.7%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,334,527 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan reported net income fell from $217K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 471633563 · Youngquist Kennedy Orthodontics Ltd PY 2024 · 401(k)
Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan · $3M · 13 · 35th
- BOY $3M
- SCH 13
- EBSA 35th
- PART 401(k)
- TYPE near Metro Anesthesia Services, LLP 401(k) and Profit Sharing Plan
- NET ind #6114
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 Wisconsin →
Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan in the asset neighbourhood
Youngquist Kennedy Orthodontics Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Youngquist Kennedy Orthodontics Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 55.42515992406097% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $7M |
| 2023 | 1 | 14 | $8M |
| 2024 | 1 | 13 | $3M |
Youngquist Kennedy Orthodontics Ltd filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$4M |
| Employer EIN | 471633563 |
| Plan Effective Date | 1986-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Metro Anesthesia Services, LLP 401(k) and Profit Sharing Plan in OK ($3M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.