Mortenson Dental Partners
Plan context: Mortenson Dental Partners Employee Stock Ownership Plan
EIN 45-1839908 • 44 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
2,130
2024 Assets
$132,850,303
2024 Contributions
$11,057,233
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 2,130 | $132,850,303 | $11,057,233 | $5,191iApproximate average salary by contribution assumption: employee only about $129,780 at 4% or $86,520 at 6%; with 50% employer match about $86,520 at 4% or $57,680 at 6%; with 100% employer match about $64,890 at 4% or $43,260 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 1,994 | $70,874,797 | $2,428,955 | $1,218iApproximate average salary by contribution assumption: employee only about $30,453 at 4% or $20,302 at 6%; with 50% employer match about $20,302 at 4% or $13,535 at 6%; with 100% employer match about $15,227 at 4% or $10,151 at 6%. |
| Mortenson Dental Partners 401(K) Plan | - | 2,130 | $61,975,506 | $8,628,278 | $4,051iApproximate average salary by contribution assumption: employee only about $101,271 at 4% or $67,514 at 6%; with 50% employer match about $67,514 at 4% or $45,009 at 6%; with 100% employer match about $50,635 at 4% or $33,757 at 6%. |
| Mortenson Family Dental Holdings Flexible Benefit Plan | - | 370 | - | - | - |
| 2023 | 4 | 2,029 | $115,874,534 | $10,482,658 | $5,166iApproximate average salary by contribution assumption: employee only about $129,160 at 4% or $86,107 at 6%; with 50% employer match about $86,107 at 4% or $57,405 at 6%; with 100% employer match about $64,580 at 4% or $43,053 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 1,911 | $64,307,541 | $2,689,560 | $1,407iApproximate average salary by contribution assumption: employee only about $35,185 at 4% or $23,457 at 6%; with 50% employer match about $23,457 at 4% or $15,638 at 6%; with 100% employer match about $17,593 at 4% or $11,728 at 6%. |
| Mortenson Dental Partners 401(K) Plan | - | 2,029 | $51,566,993 | $7,793,098 | $3,841iApproximate average salary by contribution assumption: employee only about $96,021 at 4% or $64,014 at 6%; with 50% employer match about $64,014 at 4% or $42,676 at 6%; with 100% employer match about $48,011 at 4% or $32,007 at 6%. |
| Mortenson Dental Partners Health and Welfare Benefits Plan | - | 1,622 | - | - | - |
| Mortenson Family Dental Holdings Flexible Benefit Plan | - | 316 | - | - | - |
| 2022 | 4 | 1,960 | $96,469,627 | $8,857,287 | $4,519iApproximate average salary by contribution assumption: employee only about $112,976 at 4% or $75,317 at 6%; with 50% employer match about $75,317 at 4% or $50,211 at 6%; with 100% employer match about $56,488 at 4% or $37,659 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 1,922 | $55,920,032 | $2,048,171 | $1,066iApproximate average salary by contribution assumption: employee only about $26,641 at 4% or $17,761 at 6%; with 50% employer match about $17,761 at 4% or $11,841 at 6%; with 100% employer match about $13,321 at 4% or $8,880 at 6%. |
| Mortenson Dental Partners 401(K) Plan | - | 1,960 | $40,549,595 | $6,809,116 | $3,474iApproximate average salary by contribution assumption: employee only about $86,851 at 4% or $57,901 at 6%; with 50% employer match about $57,901 at 4% or $38,600 at 6%; with 100% employer match about $43,425 at 4% or $28,950 at 6%. |
| Mortenson Family Dental Holdings Flexible Benefit Plan | - | 310 | - | - | - |
| Mortenson Dental Partners Health and Welfare Benefits Plan | - | 1,599 | - | - | - |
| 2021 | 4 | 1,784 | $100,140,235 | $8,547,010 | $4,791iApproximate average salary by contribution assumption: employee only about $119,773 at 4% or $79,849 at 6%; with 50% employer match about $79,849 at 4% or $53,232 at 6%; with 100% employer match about $59,887 at 4% or $39,924 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 1,766 | $55,397,985 | $3,104,063 | $1,758iApproximate average salary by contribution assumption: employee only about $43,942 at 4% or $29,295 at 6%; with 50% employer match about $29,295 at 4% or $19,530 at 6%; with 100% employer match about $21,971 at 4% or $14,647 at 6%. |
| Mortenson Dental Partners 401(K) Plan | - | 1,784 | $44,742,250 | $5,442,947 | $3,051iApproximate average salary by contribution assumption: employee only about $76,274 at 4% or $50,850 at 6%; with 50% employer match about $50,850 at 4% or $33,900 at 6%; with 100% employer match about $38,137 at 4% or $25,425 at 6%. |
| Mortenson Family Dental Holdings Flexible Benefit Plan | - | 189 | - | - | - |
| Mortenson Dental Partners Health and Welfare Benefits Plan | - | 1,635 | - | - | - |
| 2020 | 4 | 1,667 | $81,487,206 | $7,083,493 | $4,249iApproximate average salary by contribution assumption: employee only about $106,231 at 4% or $70,821 at 6%; with 50% employer match about $70,821 at 4% or $47,214 at 6%; with 100% employer match about $53,116 at 4% or $35,410 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 1,639 | $44,196,323 | $2,398,626 | $1,463iApproximate average salary by contribution assumption: employee only about $36,587 at 4% or $24,391 at 6%; with 50% employer match about $24,391 at 4% or $16,261 at 6%; with 100% employer match about $18,293 at 4% or $12,196 at 6%. |
| Mortenson Dental Partners 401(K) Plan | - | 1,667 | $37,290,883 | $4,684,867 | $2,810iApproximate average salary by contribution assumption: employee only about $70,259 at 4% or $46,839 at 6%; with 50% employer match about $46,839 at 4% or $31,226 at 6%; with 100% employer match about $35,129 at 4% or $23,420 at 6%. |
| Mortenson Family Dental Holdings Flexible Benefit Plan | - | 138 | - | - | - |
| Mortenson Dental Partners Health and Welfare Benefits Plan | - | 1,490 | - | - | - |
| 2019 | 4 | 1,675 | $75,839,469 | $8,452,253 | $5,046iApproximate average salary by contribution assumption: employee only about $126,153 at 4% or $84,102 at 6%; with 50% employer match about $84,102 at 4% or $56,068 at 6%; with 100% employer match about $63,077 at 4% or $42,051 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 1,675 | $44,446,778 | $3,021,669 | $1,804iApproximate average salary by contribution assumption: employee only about $45,100 at 4% or $30,066 at 6%; with 50% employer match about $30,066 at 4% or $20,044 at 6%; with 100% employer match about $22,550 at 4% or $15,033 at 6%. |
| Mortenson Dental Partners 401(K) Plan | - | 1,590 | $31,392,691 | $5,430,584 | $3,415iApproximate average salary by contribution assumption: employee only about $85,387 at 4% or $56,924 at 6%; with 50% employer match about $56,924 at 4% or $37,950 at 6%; with 100% employer match about $42,693 at 4% or $28,462 at 6%. |
| Mortenson Dental Partners Health and Welfare Benefits Plan | - | 1,236 | - | - | - |
| Mortenson Family Dental Holdings Flexible Benefit Plan | - | 203 | - | - | - |
| 2018 | 3 | 1,727 | $61,527,964 | $8,358,905 | $4,840iApproximate average salary by contribution assumption: employee only about $121,003 at 4% or $80,669 at 6%; with 50% employer match about $80,669 at 4% or $53,779 at 6%; with 100% employer match about $60,502 at 4% or $40,334 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 1,019 | $39,308,099 | $3,078,180 | $3,021iApproximate average salary by contribution assumption: employee only about $75,520 at 4% or $50,346 at 6%; with 50% employer match about $50,346 at 4% or $33,564 at 6%; with 100% employer match about $37,760 at 4% or $25,173 at 6%. |
| Mortenson Dental Partners 401(K) Plan | - | 1,727 | $22,219,865 | $5,280,725 | $3,058iApproximate average salary by contribution assumption: employee only about $76,444 at 4% or $50,962 at 6%; with 50% employer match about $50,962 at 4% or $33,975 at 6%; with 100% employer match about $38,222 at 4% or $25,481 at 6%. |
| Mortenson Dental Partners Health and Welfare Benefits Plan | - | 1,017 | - | - | - |
| 2017 | 4 | 1,634 | $58,328,245 | $6,613,481 | $4,047iApproximate average salary by contribution assumption: employee only about $101,185 at 4% or $67,457 at 6%; with 50% employer match about $67,457 at 4% or $44,971 at 6%; with 100% employer match about $50,593 at 4% or $33,728 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 943 | $37,616,092 | $2,876,175 | $3,050iApproximate average salary by contribution assumption: employee only about $76,251 at 4% or $50,834 at 6%; with 50% employer match about $50,834 at 4% or $33,889 at 6%; with 100% employer match about $38,125 at 4% or $25,417 at 6%. |
| Mortenson Dental Partners 401(K) Plan | - | 1,634 | $20,712,153 | $3,737,306 | $2,287iApproximate average salary by contribution assumption: employee only about $57,180 at 4% or $38,120 at 6%; with 50% employer match about $38,120 at 4% or $25,413 at 6%; with 100% employer match about $28,590 at 4% or $19,060 at 6%. |
| Mortenson Family Dental Holdings Flexible Benefit Plan | - | 138 | - | - | - |
| Mortenson Dental Partners Health and Welfare Benefits Plan | - | 792 | - | - | - |
| 2016 | 5 | 1,488 | $50,013,063 | $6,121,133 | $4,114iApproximate average salary by contribution assumption: employee only about $102,842 at 4% or $68,561 at 6%; with 50% employer match about $68,561 at 4% or $45,707 at 6%; with 100% employer match about $51,421 at 4% or $34,281 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 785 | $34,840,821 | $2,451,636 | $3,123iApproximate average salary by contribution assumption: employee only about $78,078 at 4% or $52,052 at 6%; with 50% employer match about $52,052 at 4% or $34,701 at 6%; with 100% employer match about $39,039 at 4% or $26,026 at 6%. |
| Mortenson Dental Partners 401(K) Plan | - | 1,488 | $15,172,242 | $3,669,497 | $2,466iApproximate average salary by contribution assumption: employee only about $61,651 at 4% or $41,101 at 6%; with 50% employer match about $41,101 at 4% or $27,401 at 6%; with 100% employer match about $30,826 at 4% or $20,550 at 6%. |
| Mortenson Dental Partners Health and Welfare Benefits Plan | - | 116 | - | - | - |
| Mortenson Family Dental Holdings Flexible Benefit Plan | - | 116 | - | - | - |
| Mortenson Dental Partners Health and Welfare Benefits Plan | - | 868 | - | - | - |
| 2015 | 2 | 1,425 | $40,165,590 | $4,690,717 | $3,292iApproximate average salary by contribution assumption: employee only about $82,293 at 4% or $54,862 at 6%; with 50% employer match about $54,862 at 4% or $36,575 at 6%; with 100% employer match about $41,147 at 4% or $27,431 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 516 | $28,923,230 | $1,937,447 | $3,755iApproximate average salary by contribution assumption: employee only about $93,869 at 4% or $62,579 at 6%; with 50% employer match about $62,579 at 4% or $41,719 at 6%; with 100% employer match about $46,934 at 4% or $31,290 at 6%. |
| Mortenson Dental Partners 401(K) Plan | - | 1,425 | $11,242,360 | $2,753,270 | $1,932iApproximate average salary by contribution assumption: employee only about $48,303 at 4% or $32,202 at 6%; with 50% employer match about $32,202 at 4% or $21,468 at 6%; with 100% employer match about $24,151 at 4% or $16,101 at 6%. |
| 2014 | 2 | 1,060 | $34,865,495 | $3,494,379 | $3,297iApproximate average salary by contribution assumption: employee only about $82,415 at 4% or $54,943 at 6%; with 50% employer match about $54,943 at 4% or $36,629 at 6%; with 100% employer match about $41,207 at 4% or $27,472 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 460 | $25,066,628 | $2,050,200 | $4,457iApproximate average salary by contribution assumption: employee only about $111,424 at 4% or $74,283 at 6%; with 50% employer match about $74,283 at 4% or $49,522 at 6%; with 100% employer match about $55,712 at 4% or $37,141 at 6%. |
| Mortenson Dental Partners 401(K) Plan | - | 1,060 | $9,798,867 | $1,444,179 | $1,362iApproximate average salary by contribution assumption: employee only about $34,061 at 4% or $22,707 at 6%; with 50% employer match about $22,707 at 4% or $15,138 at 6%; with 100% employer match about $17,030 at 4% or $11,354 at 6%. |
| 2013 | 2 | 577 | $26,667,725 | $3,164,831 | $5,485iApproximate average salary by contribution assumption: employee only about $137,124 at 4% or $91,416 at 6%; with 50% employer match about $91,416 at 4% or $60,944 at 6%; with 100% employer match about $68,562 at 4% or $45,708 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 408 | $19,792,677 | $1,861,000 | $4,561iApproximate average salary by contribution assumption: employee only about $114,032 at 4% or $76,021 at 6%; with 50% employer match about $76,021 at 4% or $50,681 at 6%; with 100% employer match about $57,016 at 4% or $38,011 at 6%. |
| Mortenson Dental Partners 401(K) Plan | - | 577 | $6,875,048 | $1,303,831 | $2,260iApproximate average salary by contribution assumption: employee only about $56,492 at 4% or $37,661 at 6%; with 50% employer match about $37,661 at 4% or $25,107 at 6%; with 100% employer match about $28,246 at 4% or $18,831 at 6%. |
| 2012 | 2 | 501 | $19,154,990 | $1,830,356 | $3,653iApproximate average salary by contribution assumption: employee only about $91,335 at 4% or $60,890 at 6%; with 50% employer match about $60,890 at 4% or $40,593 at 6%; with 100% employer match about $45,668 at 4% or $30,445 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 354 | $14,320,301 | $860,123 | $2,430iApproximate average salary by contribution assumption: employee only about $60,743 at 4% or $40,495 at 6%; with 50% employer match about $40,495 at 4% or $26,997 at 6%; with 100% employer match about $30,372 at 4% or $20,248 at 6%. |
| Mortenson Dental Partners 401(K) Plan | - | 501 | $4,834,689 | $970,233 | $1,937iApproximate average salary by contribution assumption: employee only about $48,415 at 4% or $32,277 at 6%; with 50% employer match about $32,277 at 4% or $21,518 at 6%; with 100% employer match about $24,207 at 4% or $16,138 at 6%. |
| 2011 | 1 | 318 | $11,660,675 | $1,151,984 | $3,623iApproximate average salary by contribution assumption: employee only about $90,565 at 4% or $60,377 at 6%; with 50% employer match about $60,377 at 4% or $40,251 at 6%; with 100% employer match about $45,282 at 4% or $30,188 at 6%. |
| Mortenson Dental Partners Employee Stock Ownership Plan | - | 318 | $11,660,675 | $1,151,984 | $3,623iApproximate average salary by contribution assumption: employee only about $90,565 at 4% or $60,377 at 6%; with 50% employer match about $60,377 at 4% or $40,251 at 6%; with 100% employer match about $45,282 at 4% or $30,188 at 6%. |