401(k) · DOL Form 5500 · 2024

Werner Orthodontics, P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
37th
Percentile by assets National rank
$317,865
Avg per participant High balance/head
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Official DOL plan name: Werner Orthodontics, P.C. 401(k) Plan · Sponsored by Werner Orthodontics, P.C. · Tennessee · Healthcare & Social Assistance

$4M in assets, 12 participants

Werner Orthodontics, P.C.'s Werner Orthodontics, P.C. 401(k) Plan reported $4M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,583 in Healthcare & Social Assistance (16,916 peers)

Werner Orthodontics, P.C. multi-year trail

Werner Orthodontics, P.C.'s plans moved +11.7% in assets from 2022 to 2024; this filing shows Werner Orthodontics, P.C. 401(k) Plan at $4M / 12 participants.

#6,583
in Healthcare & Social Assistance (16,916 peers)
-4.2%
assets change YoY

The plan reported a net loss of $169K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Werner Orthodontics, P.C. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Werner Orthodontics, P.C. 401(k) Plan vs every filed plan by assets

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

$3,814,381 37th percentile higher than 37% 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

Werner Orthodontics, P.C. 401(k) 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. Werner Orthodontics, P.C. 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Werner Orthodontics, P.C. 401(k) Plan reported net income rose from -$318K in the plan year 2022 filing to -$169K in the plan year 2024 filing.
  • Werner Orthodontics, P.C. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2024 filing.
  • Werner Orthodontics, P.C. 401(k) Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620969213 · Werner Orthodontics, P.C. PY 2024 · 401(k)

Werner Orthodontics, P.C. 401(k) Plan · $4M · 12 · 37th

  • BOOK $4M
  • VS-ST 12
  • BOY 37th
  • SCH 401(k)
  • EBSA near General Revenue Corporation 401(k) Plan
  • PART ind #6583

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 Tennessee →

Werner Orthodontics, P.C. 401(k) Plan in the asset neighbourhood

Werner Orthodontics, P.C. 401(k) PlanWerner Orthodontics, P.C. 40…$4MGeneral Revenue Corporation 401(k) PlanGeneral Revenue Corporation …$4MAce Industrial Supply, Inc. 401(k) Profit Sharing PlanAce Industrial Supply, Inc. …$4MGas Global Services, LLC. Employees 401(k) PlanGas Global Services, LLC. Em…$4MBaron App 401(k) Plan$4M
End-of-year total assets ($M) among Werner Orthodontics, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Werner Orthodontics, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Werner Orthodontics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.709853998031363% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 20222024 $3.41M $3.81M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 13 $3M
2024 1 12 $4M

Werner Orthodontics, P.C. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$169K
Employer EIN620969213
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Werner Orthodontics, P.C. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Werner Orthodontics, P.C. 401(k) Plan, Total assets ($B): 0.003814381 · Participants: 12Werner Orthodontics, P.C. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Werner Orthodontics, P.C. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Werner Orthodontics, P.C. 401(k) Plan side-by-side with 3 peers →

Werner Orthodontics, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is General Revenue Corporation 401(k) Plan in OH ($4M); by covered participants it is Mason Hill Advisors, LLC Profit Sharing Plan in CT (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Werner Orthodontics, P.C. 401(k) Plan assets move in 2024? ▼
Werner Orthodontics, P.C. 401(k) Plan edged down modestly - down 4.2% during 2024, from $4M to $4M. Reported net income was -$169K.
How have Werner Orthodontics, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Werner Orthodontics, P.C.'s sponsor-wide assets grew 11.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Werner Orthodontics, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is General Revenue Corporation 401(k) Plan in OH ($4M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Werner Orthodontics, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mason Hill Advisors, LLC Profit Sharing Plan in CT (12 participants, $34M 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 620969213.

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.