401(k) · DOL Form 5500 · 2024

Kerzner Orthodontics PC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
7
Participants Small participant base
46th
Percentile by assets National rank
$883,995
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust · Sponsored by Kerzner Orthodontics PC · Illinois · Healthcare & Social Assistance

$6M in assets, 7 participants

Kerzner Orthodontics PC's Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust reported $6M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,445 in Healthcare & Social Assistance (16,916 peers)

Kerzner Orthodontics PC multi-year trail

Kerzner Orthodontics PC's plans moved +28.7% in assets from 2022 to 2024; this filing shows Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust at $6M / 7 participants.

#8,445
in Healthcare & Social Assistance (16,916 peers)
+12.1%
assets growth YoY

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,187,967 46th percentile higher than 46% of 123,620 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 2024

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust reported net income fell from $708K in the plan year 2023 filing to $670K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 205914436 · Kerzner Orthodontics PC PY 2024 · 401(k)

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust · $6M · 7 · 46th

  • BOOK $6M
  • BOOK 7
  • BOOK 46th
  • BOOK 401(k)
  • BOOK near Action Safety Supply Co. 401(k) Plan
  • BOOK ind #8445

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 Illinois →

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and TrustKerzner Orthodontics PC 401(…$6MAction Safety Supply Co. 401(k) PlanAction Safety Supply Co. 401…$6MAmerican Capital Group 401(k) Profit Sharing Plan and TrustAmerican Capital Group 401(k…$6MAero Turbine, Inc. 401(k) PlanAero Turbine, Inc. 401(k) Pl…$6MThompson Child & Family Focus 401(k) PlanThompson Child & Family Focu…$6M
End-of-year total assets ($M) among Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kerzner Orthodontics PC multi-year asset trail

Sponsor-wide plan assets over time

All Kerzner Orthodontics PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 28.65221532271025% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.81M $6.19M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 1 8 $6M
2024 1 7 $6M

Kerzner Orthodontics PC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$670K
Employer EIN205914436
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.006187967 · Participants: 7Kerzner Orthodontics PC 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Action Safety Supply Co. 401(k) Plan in OK ($6M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 12.1% during 2024, from $6M to $6M. Reported net income was $670K.
How have Kerzner Orthodontics PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerzner Orthodontics PC's sponsor-wide assets grew 28.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Action Safety Supply Co. 401(k) Plan in OK ($6M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Kerzner Orthodontics PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205914436.

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.