ESOP · DOL Form 5500 · 2024

Mortenson Family Dental Holdings, Inc. ESOP

Data updated 2026-07-24

$71M
Total assets: 1,948
Participants: 88th
Percentile by assets: $36,383
Avg per participant

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.

88th percentile by assets (of 116,472 plans)

Coverage in Kentucky

Mortenson Dental Partners Employee Stock Ownership Plan covers 1,948 participants in Kentucky, 3.0x the typical Kentucky plan (state average ~658 per filing). Assets: $71M.

$71M
total plan assets (2024 EOY): 1,948
covered participants: 88th
percentile by assets (of 116,472 plans): $36,383
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Kentucky

Industry

Healthcare & Social Assistance

Participants vs Kentucky filers

In Kentucky, the average filing covers about 658 participants across 1,242 plans. Mortenson Dental Partners Employee Stock Ownership Plan reports 1,948 participants - 3.0x that state average ($71M EOY assets).

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.)

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 ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

Mortenson Dental Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

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
Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $109M · 726

Compare Mortenson Dental Partners Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Mortenson Dental Partners Employee Stock Ownership Plan by total assets, not by location.

Friends & Family Prevailing Wage ESOP Retirement Plan (NY) $71M · 8,018
Lunseth Plumbing and Heating Co. ESOP (ND) $71M · 112
Olsson, Inc. Employee Stock Ownership Plan (NE) $71M · 1,806
Redner's Employees Profit Sharing and Stock Ownership Plan (PA) $71M · 3,246

Frequently Asked Questions

How did Mortenson Dental Partners Employee Stock Ownership Plan assets move in 2024? ▼

Mortenson Dental Partners Employee Stock Ownership Plan grew at a solid clip - up 10.2% during 2024, from $64M to $71M. Reported net income was $7M.

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 Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Mortenson Dental Partners Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Mortenson Dental Partners Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Friends & Family Prevailing Wage ESOP Retirement Plan in NY ($71M, 8,018 participants).

Next read for Mortenson Dental Partners Employee Stock…

Filing takeaways

Ways to act on Mortenson Dental Partners Employee Stock Ownership Plan's numbers.

By total assets, Mortenson Dental Partners Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
Mortenson Family Dental Holdings, Inc.'s sponsor-wide assets have grown 37.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.