ESOP · DOL Form 5500 · 2024
Mortenson Family Dental Holdings, Inc. ESOP
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 1,948
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $36,383
- Avg per participant Low balance/head
Official DOL plan name: Mortenson Dental Partners Employee Stock Ownership Plan · Sponsored by Mortenson Family Dental Holdings, Inc. · Kentucky · Healthcare & Social Assistance
$71M in assets, 1,948 participants
Mortenson Family Dental Holdings, Inc.'s Mortenson Dental Partners Employee Stock Ownership Plan reported $71M in total assets and 1,948 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #15,117 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Mortenson Dental Partners Employee Stock Ownership Plan covers 1,948 participants in Kentucky, 3.0x the typical Kentucky plan (state average ~647 per filing). Assets: $71M.
- #15,117
- in Healthcare & Social Assistance (16,916 peers)
- +10.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Mortenson Dental Partners Employee Stock Ownership Plan's outsized position by total assets
Mortenson Dental Partners Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$70,874,797 Top 12% higher than 88% 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
Mortenson Dental Partners Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mortenson Dental Partners Employee Stock Ownership Plan lands in the large band (1,948 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mortenson Dental Partners Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Mortenson Dental Partners Employee Stock Ownership Plan end-of-year assets rose from $64M in the plan year 2023 filing to $71M in the plan year 2024 filing.
- Mortenson Dental Partners Employee Stock Ownership Plan reported participants rose from 1,905 in the plan year 2023 filing to 1,948 in the plan year 2024 filing.
DOL schedule card
Filing strip 451839908 · Mortenson Family Dental Holdings, Inc. PY 2024 · ESOP
Mortenson Dental Partners Employee Stock Ownership Plan · $71M · 1,948 · 88th
- PHOTO $71M
- IND 1,948
- EOY 88th
- 5500 ESOP
- ASSETS near Friends & Family Prevailing Wage ESOP Retirement Plan
- PCT ind #15117
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 What is an ESOP? → · Plans in Kentucky →
Mortenson Dental Partners Employee Stock Ownership Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $7M |
| Employer EIN | 451839908 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mortenson Family Dental Holdings, Inc.)
Sponsor-wide plan assets over time
All Mortenson Family Dental Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $133M 37.7120521052704% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,607 | $96M |
| 2023 | 2 | 3,863 | $116M |
| 2024 | 2 | 4,017 | $133M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Mortenson Dental Partners Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Friends & Family Prevailing Wage ESOP Retirement Plan in NY ($71M); by covered participants it is Miller's Health Systems, Inc. Employee Stock Ownership Plan in IN (1,944 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
- Friends & Family Prevailing Wage ESOP Retirement Plan (NY) $71M · 8,018
- Lunseth Plumbing and Heating Co. ESOP (ND) $71M · 123
- Olsson, Inc. Employee Stock Ownership Plan (NE) $71M · 1,806
- Redner's Employees Profit Sharing and Stock Ownership Plan (PA) $71M · 3,246
Similar participant headcount
Nearest other-state filings by covered participants (1,948 participants); asset peers above are excluded.
- Miller's Health Systems, Inc. Employee Stock Ownership Plan (IN) 1,944 · 4 off
- Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan (IL) 1,960 · 12 off
- The Kendall Group Employee Stock Ownership Plan (MI) 1,936 · 12 off
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust (VA) 1,962 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.