401(k) · DOL Form 5500 · 2024

Addiego Orthodontics, LLC 401(k) Plan

Data updated 2026-08-25

$778K
Total assets Small plan by assets
11
Participants Small participant base
21st
Percentile by assets National rank
$70,695
Avg per participant Below avg balance/head
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Official DOL plan name: Addiego Orthodontics LLC Profit Sharing Plan · Sponsored by Addiego Orthodontics, LLC · New Jersey · Healthcare & Social Assistance

$778K in assets, 11 participants

Addiego Orthodontics, LLC's Addiego Orthodontics LLC Profit Sharing Plan reported $778K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,836 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Addiego Orthodontics LLC Profit Sharing Plan grew sharply 24.1% in 2024 ($627K → $778K) for 11 participants.

#2,836
in Healthcare & Social Assistance (16,916 peers)
+24.1%
assets growth YoY

Addiego Orthodontics LLC Profit Sharing Plan among the smaller filed plans by assets

Addiego Orthodontics LLC Profit Sharing Plan vs every filed plan by assets

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

$777,648 21st percentile higher than 21% 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

Addiego Orthodontics LLC 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. Addiego Orthodontics LLC Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Addiego Orthodontics LLC Profit Sharing Plan end-of-year assets rose from $627K in the plan year 2023 filing to $778K in the plan year 2024 filing.
  • Addiego Orthodontics LLC Profit Sharing Plan reported participants rose from 9 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 205174466 · Addiego Orthodontics, LLC PY 2024 · 401(k)

Addiego Orthodontics LLC Profit Sharing Plan · $778K · 11 · 21st

  • PCT $778K
  • EIN 11
  • RANK 21st
  • PHOTO 401(k)
  • IND near Heritage Benefit Consultants, Inc. Retirement Plan
  • EOY ind #2836

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 New Jersey →

Addiego Orthodontics LLC Profit Sharing Plan in the asset neighbourhood

Addiego Orthodontics LLC Profit Sharing PlanAddiego Orthodontics LLC Pro…$778KHeritage Benefit Consultants, Inc. Retirement PlanHeritage Benefit Consultants…$778KFamily Medicine Partners of Santa Fe Retirement PlanFamily Medicine Partners of …$777KPolly Rogers Inc 401(k) Profit Sharing PlanPolly Rogers Inc 401(k) Prof…$778KRuraljunction Brewind Company Inc 401(k) Profit Sharing PlanRuraljunction Brewind Compan…$778K
End-of-year total assets ($M) among Addiego Orthodontics LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Addiego Orthodontics, LLC years around the 2024 move

Sponsor-wide plan assets over time

All Addiego Orthodontics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$778K 5.467727171609976% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.82M $0.78M ▼ -4.9%
Year Plans Participants Total Assets
2022 2 20 $823K
2023 2 18 $1M
2024 1 11 $778K

2024 asset-move particulars

Total Assets (Beginning of Year)$627K
Net Assets (End of Year)$778K
Net Income$151K
Employer EIN205174466
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Addiego Orthodontics LLC Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Addiego Orthodontics LLC Profit Sharing Plan, Total assets ($B): 0.000777648 · Participants: 11Addiego Orthodontics LLC Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Addiego Orthodontics LLC Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Addiego Orthodontics LLC Profit Sharing Plan side-by-side with 3 peers →

Addiego Orthodontics LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Heritage Benefit Consultants, Inc. Retirement Plan in CT ($778K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Addiego Orthodontics LLC Profit Sharing Plan assets move in 2024? ▼
Addiego Orthodontics LLC Profit Sharing Plan grew sharply - up 24.1% during 2024, from $627K to $778K. Reported net income was $151K.
How have Addiego Orthodontics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Addiego Orthodontics, LLC's sponsor-wide assets declined 5.5%, from $823K to $778K.
Where does Addiego Orthodontics LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Addiego Orthodontics LLC Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Addiego Orthodontics LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Benefit Consultants, Inc. Retirement Plan in CT ($778K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Addiego Orthodontics LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 205174466.

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.