401(k) · DOL Form 5500 · 2024
Apple Tree Dental 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 288
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $49,681
- Avg per participant Low balance/head
Official DOL plan name: Apple Tree Dental 401(k) Plan · Sponsored by Apple Tree Dental · Minnesota · Healthcare & Social Assistance
$14M in assets, 288 participants
Apple Tree Dental's Apple Tree Dental 401(k) Plan reported $14M in total assets and 288 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #11,593 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Apple Tree Dental 401(k) Plan covers 288 participants in Minnesota, about 26% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.
- #11,593
- in Healthcare & Social Assistance (16,916 peers)
- +12.9%
- assets growth YoY
Apple Tree Dental 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Apple Tree Dental 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,308,152 Top 37% higher than 63% 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
Apple Tree Dental 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apple Tree Dental 401(k) Plan sits mid-pack in the medium band (288 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Apple Tree Dental 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Apple Tree Dental 401(k) Plan reported participants rose from 247 in the plan year 2023 filing to 288 in the plan year 2024 filing.
- Apple Tree Dental 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
DOL schedule card
Filing strip 363411437 · Apple Tree Dental PY 2024 · 401(k)
Apple Tree Dental 401(k) Plan · $14M · 288 · 63rd
- IND $14M
- EOY 288
- 5500 63rd
- ASSETS 401(k)
- PCT near T.B.H.C., Inc. Employees Retirement Plan & Trust
- EIN ind #11593
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 Minnesota →
Apple Tree Dental 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 363411437 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apple Tree Dental)
Sponsor-wide plan assets over time
All Apple Tree Dental plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 69.30512273899363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 203 | $8M |
| 2023 | 1 | 247 | $13M |
| 2024 | 1 | 288 | $14M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Apple Tree Dental 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is T.B.H.C., Inc. Employees Retirement Plan & Trust in FL ($14M); by covered participants it is Livevox, Inc. 401(k) Retirement Plan in CA (288 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- T.B.H.C., Inc. Employees Retirement Plan & Trust (FL) $14M · 207
- North American Rescue, LLC 401(k) Retirement Plan (SC) $14M · 164
- Polyquest, Inc. 401(k) Profit Sharing Plan (NC) $14M · 235
- Velo-Payments 401(k) Plan (CA) $14M · 25
Similar participant headcount
Nearest other-state filings by covered participants (288 participants); asset peers above are excluded.
- Livevox, Inc. 401(k) Retirement Plan (CA) 288 · 0 off
- Lightsource Renewable Energy US LLC 401(k) Plan (CA) 288 · 0 off
- Telesign Corporation 401(k) Plan (CA) 288 · 0 off
- Dhaliwal Labs 401(k) Plan (IL) 288 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.