Find an old American Dental Association 401(k)

Who to contact about an account in each of the 2 American Dental Association plans, from the filings. Free, no sign-up, no Social Security number.

American Dental Association Employees' Savings and Thrift Plan

American Dental Association · Plan 002 · EIN 36-0724690 · Chicago, IL

Active · plan year 2025 filing401(k)
Plan administratorAmerican Dental Association
401 North Michigan Ave Suite 3300, Chicago, IL 60611-4250
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance Company OSchedule C ↗
Former employees with balances193 separated participants still had money in the planForm 5500 ↗

Ada Employees' Retirement Plan

American Dental Association · Plan 001 · EIN 36-0724690 · Chicago, IL

Active · plan year 2024 filingPension (defined benefit)
Plan administratorAmerican Dental Association
401 N. Michigan Ave., Ste. 3300, Chicago, IL 60611
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances222 separated participants still had money in the planForm 5500 ↗

American Dental Association 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old American Dental Association 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: American Dental Association, (312) 440-2538. The accounts are held by the recordkeeper, Empower Annuity Insurance Company O. Have your Social Security number and dates of employment ready.

What is the American Dental Association 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (312) 440-2538.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with American Dental Association and does not hold accounts. Not financial advice. Report a correction