401(k) · DOL Form 5500 · 2022
Rose Orthodontics, P.C 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $140,997
- Avg per participant Near avg balance/head
Official DOL plan name: Rose Orthodontics, P.C. · Sponsored by Rose Orthodontics, P.C · Illinois · Healthcare & Social Assistance
$4M in assets, 25 participants
Rose Orthodontics, P.C's Rose Orthodontics, P.C. reported $4M in total assets and 25 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.
- #9,602 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Rose Orthodontics, P.C. pulled back noticeably 11.0% in 2022 ($4M → $4M) for 25 participants.
- #9,602
- in Healthcare & Social Assistance (20,060 peers)
- -11.0%
- assets change YoY
The plan reported a net loss of $435K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rose Orthodontics, P.C.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Rose Orthodontics, P.C. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,524,926 43rd percentile higher than 43% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rose Orthodontics, P.C. among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rose Orthodontics, P.C. is a small filing (25 participants) on this national headcount ladder.
DOL schedule card
Filing strip 362887738 · Rose Orthodontics, P.C PY 2022 · 401(k)
Rose Orthodontics, P.C. · $4M · 25 · 43rd
- SCH $4M
- EBSA 25
- PART 43rd
- TYPE 401(k)
- NET near Dove Technologies, Inc.
- BOOK ind #9602
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 Illinois →
Rose Orthodontics, P.C. in the asset neighbourhood
Rose Orthodontics, P.C years around the 2022 move
Sponsor-wide plan assets over time
All Rose Orthodontics, P.C plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $4M |
| 2023 | 1 | 25 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$435K |
| Employer EIN | 362887738 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Rose Orthodontics, P.C.'s out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Dove Technologies, Inc. in SC ($4M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 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.