401(k) · DOL Form 5500 · 2024
American Orthodontics Corporation 401(k) Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 745
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $107,900
- Avg per participant Below avg balance/head
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.
- #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.
- #14,833
- in Manufacturing (17,777 peers)
- +9.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
American Orthodontics Corporation Employees' Wage Investment Plan's outsized position by total assets
American Orthodontics Corporation Employees' Wage Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$80,385,467 Top 11% higher than 89% 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
American Orthodontics Corporation Employees' Wage Investment 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. American Orthodontics Corporation Employees' Wage Investment Plan sits mid-pack in the medium band (745 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Plan-year Form 5500 strip
Filing strip 391093323 · American Orthodontics Corporation PY 2024 · 401(k)
American Orthodontics Corporation Employees' Wage Investment Plan · $80M · 745 · 89th
- ASSETS $80M
- ASSETS 745
- ASSETS 89th
- ASSETS 401(k)
- ASSETS near Syncreon Employees 401(k) Plan
- ASSETS ind #14833
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 Manufacturing retirement plans → · Plans in Wisconsin →
American Orthodontics Corporation Employees' Wage Investment Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All American Orthodontics Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 29.441661303420762% vs 2022
- 2024 filing year
| 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.
- 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
American Orthodontics Corporation Employees' Wage Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Syncreon Employees 401(k) Plan in MI ($80M); by covered participants it is Acts Bargained Employees 401(k) Plan in IL (745 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (745 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.