Western Dental Services 401(k) and retirement plans

Western Dental Services, Inc., Orange, CA. EIN 33-0065869. Annual reports 2009–2024.

Western Dental Services, Inc. has one active retirement plan on file, the Western Dental Services, Inc. 401(k) Plan, with 7,088 participants and $154 million in assets in 2024. Voya has been its recordkeeper since 2022. No traditional pension plan appears in Western Dental Services's filings since 2009.

Active plans: 1
Participants: 7,088
Plan assets: $154 million
401(k) recordkeeper: Voya
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Western Dental Services, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 33-0065869
Participants (2024): 7,088
Net assets (2024): $154 million
Recordkeeper: VoyaEarlier: Transamerica (2016–2021), John Hancock (2009–2015)
Plan administrator: Western Dental Services, Inc.
530 South Main Street, Suite 600
Orange, CA 92868
(800) 417-4444As filed for 2024
In effect since: January 1, 1999

Plans merged into this one: Western Dental Services, Inc. 401(k) Plan B (2017).

Earlier plan names: Western Dental Services, Inc. 401(k) Plan a.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,088	$154 million	Voya
2023	8,132	$142 million	Voya
2022	8,118	$113 million	Voya
2021	5,950	$107 million	Transamerica
2020	5,141	$91.1 million	Transamerica
2019	5,860	$71.0 million	Transamerica
2018	4,909	$46.6 million	Transamerica
2017	4,855	$43.5 million	Transamerica
2016	2,202	$24.9 million	Transamerica
2015	2,361	$22.5 million	John Hancock
2014	1,558	$20.8 million	John Hancock
2013	1,496	$18.8 million	John Hancock
2012	1,522	$14.6 million	John Hancock
2011	1,482	$12.1 million	John Hancock
2010	1,118	$11.8 million	John Hancock
2009	1,261	$10.1 million	John Hancock

Western Dental Services, Inc. 401(k) Plan B

401(k)Merged

Merged. In 2017 its assets moved to the Western Dental Services, Inc. 401K Plan a, sponsored by Western Dental Services, Inc. (EIN 33-0065869, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 33-0065869
Participants (2016): 2,979
Net assets (2016): $7.1 million
Recordkeeper: TransamericaEarlier: John Hancock (2009–2015)
Plan administrator: Western Dental Services, Inc.
530 South Main Street, Suite 600
Orange, CA 92868
(800) 417-4444As filed for 2017
In effect since: January 1, 2000

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	Transamerica
2016	2,979	$7.1 million	Transamerica
2015	4,448	$5.2 million	John Hancock
2014	3,046	$4.8 million	John Hancock
2013	2,723	$4.6 million	John Hancock
2012	2,732	$4.3 million	John Hancock
2011	2,405	$3.6 million	John Hancock
2010	1,913	$2.9 million	John Hancock
2009	1,918	$2.4 million	John Hancock

If you had money in one of these plans

Call Voya (voya.com), which runs the Western Dental Services, Inc. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((800) 417-4444). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Western Dental Services, Inc. 401(k) Plan

Western Dental Services, Inc. 401(k) Plan B

If you had money in one of these plans

What these numbers are

Other health care employers in CA