401(k) · DOL Form 5500 · 2024

American Orthodontics Corporation 401(k) Plan

Data updated 2026-08-11

$80M
Total assets: 745
Participants: 89th
Percentile by assets: $107,900
Avg per participant

Official DOL plan name: American Orthodontics Corporation Employees' Wage Investment Plan · Sponsored by American Orthodontics Corporation · Wisconsin · Manufacturing

$80M in assets, 745 participants

American Orthodontics Corporation's American Orthodontics Corporation Employees' Wage Investment Plan reported $80M in total assets and 745 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 123,622 plans)
#14,833 in Manufacturing (17,777 peers)

Where American Orthodontics Corporation Employees' Wage Investment Plan sits by assets

American Orthodontics Corporation Employees' Wage Investment Plan sits in the top quartile of all filed plans by assets, $80M for 745 participants (~$107,900/participant), up 9.8% in 2024.

$80M
total plan assets (2024 EOY): 745
covered participants: 89th
percentile by assets (of 123,622 plans): $107,900
avg assets per participant

American Orthodontics Corporation Employees' Wage Investment Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
American Orthodontics Corporation Employees' Wage Investment Plan end-of-year assets rose from $73M in the plan year 2023 filing to $80M in the plan year 2024 filing.
American Orthodontics Corporation Employees' Wage Investment Plan reported participants fell from 783 in the plan year 2023 filing to 745 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Manufacturing

American Orthodontics Corporation Employees' Wage Investment Plan vs the 2024 asset distribution

By assets, American Orthodontics Corporation Employees' Wage Investment Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$73M
Net Assets (End of Year)	$80M
Net Income	$7M
Employer EIN	391093323
Plan Effective Date	1984-09-15
Filing Status	FILING RECEIVED

Sponsor Plan History (American Orthodontics Corporation)

Total plan assets by year, all American Orthodontics Corporation plans on file

Year	Plans	Participants	Total Assets
2022	1	728	$62M
2023	1	783	$73M
2024	1	745	$80M

Nearby 401(k) Plans in Wisconsin

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

American Orthodontics Corporation Employees' Wage Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Compare American Orthodontics Corporation Employ… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to American Orthodontics Corporation Employees' Wage Investment Plan by total assets, not by location.

Syncreon Employees 401(k) Plan (MI) $80M · 3,139
Carmeuse Lime, Inc. 401(k) Plan for Bargaining Unit Employees (PA) $80M · 845
Audax 401(k) Savings Plan (MA) $80M · 402
Delmar Gardens Enterprises, Inc. 401(k) Profit Sharing Plan (MO) $80M · 2,960

Frequently Asked Questions

How did American Orthodontics Corporation Employees' Wage Investment Plan assets move in 2024? ▼

American Orthodontics Corporation Employees' Wage Investment Plan grew at a solid clip - up 9.8% during 2024, from $73M to $80M. Reported net income was $7M.

How have American Orthodontics Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), American Orthodontics Corporation's sponsor-wide assets grew 29.4%, from $62M to $80M.

Where does American Orthodontics Corporation Employees' Wage Investment Plan rank by assets among Form 5500 filers? ▼

American Orthodontics Corporation Employees' Wage Investment Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to American Orthodontics Corporation Employees' Wage Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is Syncreon Employees 401(k) Plan in MI ($80M, 3,139 participants).

Next read for American Orthodontics Corporation Employ…

Scale reading

Ways to act on American Orthodontics Corporation Employees' Wage Investment Plan's numbers.

By total assets, American Orthodontics Corporation Employees' Wage Investment Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
American Orthodontics Corporation's sponsor-wide assets have grown 29.4% since 2022 across 3 plan years on file. More Manufacturing plans

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 391093323.