How big is Wilson Ortho's plan?

Wilson Ortho's plan reported $217K in assets and 14 participants for 2024.

Original filing (PDF)20250930152110NAL0011851793001

Wilson Ortho

Name: Wilson Ortho — Wilson Ortho 401(k) Plan, Form 5500 (2024)
Creator: Wilson Ortho
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson Ortho 401(k) Plan

401(k) retirement plan · Wilson Ortho's Wilson Ortho 401(k) Plan held $217K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

People on this filing

DAVA Wilson signed Wilson Ortho's 2024 Form 5500 as plan administrator.

DAVA Wilson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wilson Ortho's EIN is 20-2523649.

EIN 20-2523649

Plan number 001

Plan year 2024

ACK ID 20250930152110NAL0011851793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilson Ortho from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Ortho's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WILSON ORTHO

EIN

all filings

Address

17680 SW HANDLEY ST STE 202 · SHERWOOD, OR · 97140

Phone

(503) 925-1566

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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