401(k) · DOL Form 5500 · 2024

Mortenson Family Dental Holdings, Inc. 401(k) Plan

Data updated 2026-08-11

$62M
Total assets
2,069
Participants
86th
Percentile by assets
$29,954
Avg per participant
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Official DOL plan name: Mortenson Dental Partners 401(k) Plan · Sponsored by Mortenson Family Dental Holdings, Inc. · Kentucky · Healthcare & Social Assistance

$62M in assets, 2,069 participants

Mortenson Family Dental Holdings, Inc.'s Mortenson Dental Partners 401(k) Plan reported $62M in total assets and 2,069 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 123,622 plans)
  • #14,949 in Healthcare & Social Assistance (16,916 peers)

Coverage in Kentucky

Mortenson Dental Partners 401(k) Plan covers 2,069 participants in Kentucky, 3.2x the typical Kentucky plan (state average ~647 per filing). Assets: $62M.

$62M
total plan assets (2024 EOY)
2,069
covered participants
86th
percentile by assets (of 123,622 plans)
$29,954
avg assets per participant

Where Mortenson Dental Partners 401(k) Plan sits by total assets

Mortenson Dental Partners 401(k) Plan vs every filed plan by assets

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

$61,975,506 Top 14% higher than 86% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mortenson Dental Partners 401(k) Plan end-of-year assets rose from $52M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Mortenson Dental Partners 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Mortenson Dental Partners 401(k) Plan reported participants rose from 1,958 in the plan year 2023 filing to 2,069 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Kentucky
Industry
Healthcare & Social Assistance

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Mortenson Dental Partners 401(k) Plan reports 2,069 participants - 3.2x that state average ($62M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$62M
Net Income$10M
Employer EIN451839908
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortenson Family Dental Holdings, Inc.)

$80M$100M$120M$140M 202220232024 $96.5M $133M ▲ +37.7%
Total plan assets by year, all Mortenson Family Dental Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 2 3,607 $96M
2023 2 3,863 $116M
2024 2 4,017 $133M

Nearby 401(k) Plans in Kentucky

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

Mortenson Dental Partners 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Mortenson Dental Par…, Total assets ($B): 0.061975506 · Participants: 2069Mortenson Dental Par…Commonspirit Health …, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health …Humana Retirement Sa…, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Sa…UPS/Ipa 401(k) Savin…, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) P…Lexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Mortenson Dental Partners 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Mortenson Dental Partners 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Mortenson Dental Partners 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Mortenson Dental Partners 401(k) Plan assets move in 2024? ▼
Mortenson Dental Partners 401(k) Plan grew sharply - up 20.2% during 2024, from $52M to $62M. Reported net income was $10M.
How have Mortenson Family Dental Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortenson Family Dental Holdings, Inc.'s sponsor-wide assets grew 37.7%, from $96M to $133M.
Where does Mortenson Dental Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Mortenson Dental Partners 401(k) Plan ranks in the 86th 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 Mortenson Dental Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imc Companies, LLC Retirement Plan in TN ($62M, 1,604 participants).

Next read for Mortenson Dental Partners 401(k) Plan

Filing takeaways

Ways to act on Mortenson Dental Partners 401(k) Plan's numbers.

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 451839908.

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.