401(k) · DOL Form 5500 · 2024

Orthodontic Partners, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
819
Participants Near avg headcount
72nd
Percentile by assets National rank
$26,859
Avg per participant Low balance/head
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Official DOL plan name: Orthodontic Partners 401(k) Plan · Sponsored by Orthodontic Partners, LLC · Michigan · Healthcare & Social Assistance

$22M in assets, 819 participants

Orthodontic Partners, LLC's Orthodontic Partners 401(k) Plan reported $22M in total assets and 819 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,913 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Orthodontic Partners 401(k) Plan holds $22M for 819 participants - about $26,859 per participant, above the median plan by assets.

#12,913
in Healthcare & Social Assistance (16,916 peers)
$6M
reported net income

Orthodontic Partners 401(k) Plan's outsized position by total assets

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

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

$21,997,896 Top 28% higher than 72% 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

Orthodontic Partners 401(k) 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. Orthodontic Partners 401(k) Plan sits mid-pack in the medium band (819 participants).

EBSA filing schedule strip

Filing strip 842065086 · Orthodontic Partners, LLC PY 2024 · 401(k)

Orthodontic Partners 401(k) Plan · $22M · 819 · 72nd

  • RANK $22M
  • PHOTO 819
  • IND 72nd
  • EOY 401(k)
  • 5500 near Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan
  • ASSETS ind #12913

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 Michigan →

Orthodontic Partners 401(k) Plan in the asset neighbourhood

Orthodontic Partners 401(k) PlanOrthodontic Partners 401(k) …$22MCarlos Rosario International Public Charter School, Inc. 401(k) Retirement PlanCarlos Rosario International…$22MAlinabal Retirement 401(k) Savings PlanAlinabal Retirement 401(k) S…$22MAtkinsons Market 401(k) & Profit Sharing PlanAtkinsons Market 401(k) & Pr…$22MDan Klores Communications, LLC 401(k) Savings PlanDan Klores Communications, L…$22M
End-of-year total assets ($M) among Orthodontic Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$22M
Net Income$6M
Employer EIN842065086
Plan Effective Date2019-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Orthodontic Partners 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Orthodontic Partners 401(k) Plan, Total assets ($B): 0.021997896 · Participants: 819Orthodontic Partners 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Orthodontic Partners 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Orthodontic Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan in DC ($22M); by covered participants it is Vontier Union Retirement Savings Plan in NC (819 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (819 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

Which 401(k) plans are similar in size to Orthodontic Partners 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan in DC ($22M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Orthodontic Partners 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Vontier Union Retirement Savings Plan in NC (819 participants, $56M in assets).