401(k) · DOL Form 5500 · 2022

Orthodontic Specialty Group, PC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
43rd
Percentile by assets National rank
$288,047
Avg per participant High balance/head
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Official DOL plan name: Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan · Sponsored by Orthodontic Specialty Group, PC · Tennessee · Healthcare & Social Assistance

$3M in assets, 12 participants

Orthodontic Specialty Group, PC's Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan reported $3M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #9,522 in Healthcare & Social Assistance (20,060 peers)

Orthodontic Specialty Group, PC multi-year trail

Orthodontic Specialty Group, PC's plans moved -70.5% in assets from 2022 to 2024; this filing shows Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan at $3M / 12 participants.

#9,522
in Healthcare & Social Assistance (20,060 peers)
-18.1%
assets change YoY

The plan reported a net loss of $764K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,456,560 43rd percentile higher than 43% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

Filing strip 620843559 · Orthodontic Specialty Group, PC PY 2022 · 401(k)

Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan · $3M · 12 · 43rd

  • NET $3M
  • NET 12
  • NET 43rd
  • NET 401(k)
  • NET near The Family Partnership 403(b) Retirement Savings Plan
  • NET ind #9522

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan in the asset neighbourhood

Orthodontic Specialty Group, P.a. Safe Harbor 401(k) PlanOrthodontic Specialty Group,…$3MThe Family Partnership 403(b) Retirement Savings PlanThe Family Partnership 403(b…$3MPowers Farley, PC Profit Sharing & 401(k) PlanPowers Farley, PC Profit Sha…$3MWalnut Springs Nursery, Inc. 401(k) PlanWalnut Springs Nursery, Inc.…$3MApple Metro, Inc. 401(k) Plan$3M
End-of-year total assets ($M) among Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Orthodontic Specialty Group, PC multi-year asset trail

Sponsor-wide plan assets over time

All Orthodontic Specialty Group, PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 70.48047770037262% vs 2022
2024 filing year
$0M$1M$2M$3M$4M$5M 202220232024 $3.46M $1.02M ▼ -70.5%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 11 $4M
2024 1 9 $1M

Orthodontic Specialty Group, PC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$764K
Employer EIN620843559
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan, Total assets ($B): 0.00345656 · Participants: 12Orthodontic Specialty Group, P.a. Safe Harbor 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan side-by-side with 3 peers →

Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is The Family Partnership 403(b) Retirement Savings Plan in MN ($3M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan assets move in 2022? ▼
Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan declined sharply - down 18.1% during 2022, from $4M to $3M. Reported net income was -$764K.
How have Orthodontic Specialty Group, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthodontic Specialty Group, PC's sponsor-wide assets declined 70.5%, from $3M to $1M.
Which 401(k) plans are similar in size to Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Family Partnership 403(b) Retirement Savings Plan in MN ($3M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Orthodontic Specialty Group, P.a. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620843559.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.