· 2022–2024 · DOL EFAST2

Form 5500 Search

Search ~2.9 million DOL Form 5500 filings. Independent and not affiliated with the U.S. Department of Labor.

ProductSearch Plans Funds Providers Pricing

BrowseCompanies EIN Lookup Benchmarks Guides

CompanyAbout Methodology Contact Privacy Policy Terms of Service

© 2026 Form 5500 Search. All rights reserved.

Home/Plans/Wilmington Orthodontics, PC

Original filing (PDF)20260312071613NAL0006637251002

Wilmington Orthodontics, PC

Form 5500-SF

FILING_RECEIVED

Wilmington Orthodontics, PC 401(k) Retirement Plan

401(k) retirement plan · Wilmington Orthodontics, PC's Wilmington Orthodontics, PC 401(k) Retirement Plan held $2.8M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Wilmington Orthodontics, PC's EIN is 04-3483040.

EIN 04-3483040

Plan number 001

Plan year 2025

ACK ID 20260312071613NAL0006637251002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wilmington Orthodontics, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wilmington Orthodontics, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILMINGTON ORTHODONTICS, PC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

76

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

WILMINGTON ORTHODONTICS, PC

EIN

Address

25 LOWELL STREET · WILMINGTON, MA · 01887

Phone

(978) 658-3310

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

Scott R. Harper, D.D.S., M.S., Inc.

Scott R. Harper, D.D.S., M.S., Inc. 401(k) Profit Sharing Plan

$2.8M · 9 participants

River Region Dentistry, P.C.

River Region Dentistry, P.C. 401(k) Plan

$2.8M · 12 participants

Dr. ALAN. F. Schneider, D.D.S., LLC

Dr. ALAN F. Schneider, D.D.S., LLC 401(k) Profit Sharing Plan

$2.8M · 14 participants

Winston & Letwin DDS PLLC

Seattle Special Care Dentistry LLC 401(k) Profit Sharing Plan

$2.8M · 32 participants

Rowan Orthodontics, Inc.

Rowan Orthodontics, Inc. Cash Balance Plan

$2.8M · 9 participants

Eliza C. YU, D.D.S.

Eliza C. YU, D.D.S. 401(k) Profit Sharing Plan

$2.8M · 3 participants

Large plans in Massachusetts

Fidelity Management Trust Company

Fidelity Growth Company Commingled Pool

State Street Global Advisors Trust Company

State Street S&P 500(r) Index NON-Lending Series Fund Class a

Fidelity Management Trust Company

Fidelity Contrafund Commingled Pool

State Street Global Advisors Trust Company

State Street S&P 500(r) Index Securities Lending Series Fund Class I

Geode Capital Management Trust Company, LLC

Spartan Group Trust for Employee Benefit Plans Spartan 500 Index Pool

State Street Global Advisors Trust Company

State Street S&P 500(r) Index Securities Lending Series Fund Class II

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.