401(k) · DOL Form 5500 · 2022

Wellesley Oral & Maxillofacial Surgery Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
34th
Percentile by assets National rank
$401,000
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wellesley Oral & Maxillofacial Surgery Associates, Inc. · Sponsored by Wellesley Oral & Maxillofacial Surgery Associates, Inc. · Massachusetts · Healthcare & Social Assistance

$2M in assets, 5 participants

Wellesley Oral & Maxillofacial Surgery Associates, Inc.'s Wellesley Oral & Maxillofacial Surgery Associates, Inc. reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,994 in Healthcare & Social Assistance (20,060 peers)

Wellesley Oral & Maxillofacial Surgery Associates, Inc. multi-year trail

Wellesley Oral & Maxillofacial Surgery Associates, Inc.'s plans moved +44.8% in assets from 2022 to 2024; this filing shows Wellesley Oral & Maxillofacial Surgery Associates, Inc. at $2M / 5 participants.

#6,994
in Healthcare & Social Assistance (20,060 peers)
-19.7%
assets change YoY

The plan reported a net loss of $492K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wellesley Oral & Maxillofacial Surgery Associates, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Wellesley Oral & Maxillofacial Surgery Associates, Inc. vs every filed plan by assets

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

$2,004,998 34th percentile higher than 34% 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

Wellesley Oral & Maxillofacial Surgery Associates, Inc. among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellesley Oral & Maxillofacial Surgery Associates, Inc. is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 042449861 · Wellesley Oral & Maxillofacial Surgery Associates, Inc. PY 2022 · 401(k)

Wellesley Oral & Maxillofacial Surgery Associates, Inc. · $2M · 5 · 34th

  • VS-ST $2M
  • BOY 5
  • SCH 34th
  • EBSA 401(k)
  • PART near Trails End Sales, Inc. 401(k) Plan
  • TYPE ind #6994

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 Massachusetts →

Wellesley Oral & Maxillofacial Surgery Associates, Inc. in the asset neighbourhood

Trails End Sales, Inc. 401(k) PlanTrails End Sales, Inc. 401(k…$2MWilson & Associates 401(k) Profit Sharing PlanWilson & Associates 401(k) P…$2MWellesley Oral & Maxillofacial Surgery Associates, Inc.Wellesley Oral & Maxillofaci…$2MBb Diversified Services, Ltd Safe Harbor 401(k)Bb Diversified Services, Ltd…$2MNationwide Studios 401(k) PlanNationwide Studios 401(k) Pl…$2M
End-of-year total assets ($M) among Wellesley Oral & Maxillofacial Surgery Associates, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wellesley Oral & Maxillofacial Surgery Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wellesley Oral & Maxillofacial Surgery Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.843536003527184% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2M $2.9M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 5 $3M

Wellesley Oral & Maxillofacial Surgery Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$492K
Employer EIN042449861
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Wellesley Oral & Maxillofacial Surgery Associates, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Wellesley Oral & Maxillofacial Surgery Associates, Inc., Total assets ($B): 0.002004998 · Participants: 5Wellesley Oral & Maxillofacial Surgery Associates, Inc.Fidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Wellesley Oral & Maxillofacial Surgery Associates, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wellesley Oral & Maxillofacial Surgery Associates, Inc. side-by-side with 3 peers →

Wellesley Oral & Maxillofacial Surgery Associates, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Trails End Sales, Inc. 401(k) Plan in MI ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Wellesley Oral & Maxillofacial Surgery Associates, Inc. assets move in 2022? ▼
Wellesley Oral & Maxillofacial Surgery Associates, Inc. declined sharply - down 19.7% during 2022, from $2M to $2M. Reported net income was -$492K.
How have Wellesley Oral & Maxillofacial Surgery Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellesley Oral & Maxillofacial Surgery Associates, Inc.'s sponsor-wide assets grew 44.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Wellesley Oral & Maxillofacial Surgery Associates, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Trails End Sales, Inc. 401(k) Plan in MI ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Wellesley Oral & Maxillofacial Surgery Associates, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 042449861.

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.