401(k) · DOL Form 5500 · 2022
U.S. Oral Surgery Management, LLC 401(k) Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 1,204
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $98,030
- Avg per participant Below avg balance/head
Official DOL plan name: U.S. Oral Surgery Management, LLC Retirement Plan · Sponsored by U.S. Oral Surgery Management, LLC · Texas · Healthcare & Social Assistance
$118M in assets, 1,204 participants
U.S. Oral Surgery Management, LLC's U.S. Oral Surgery Management, LLC Retirement Plan reported $118M in total assets and 1,204 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #18,950 in Healthcare & Social Assistance (20,060 peers)
Where U.S. Oral Surgery Management, LLC Retirement Plan sits by assets
U.S. Oral Surgery Management, LLC Retirement Plan sits in the top 10% of all filed plans by assets, $118M for 1,204 participants (~$98,030/participant), up 13.7% in 2022.
- #18,950
- in Healthcare & Social Assistance (20,060 peers)
- +13.7%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
U.S. Oral Surgery Management, LLC Retirement Plan's outsized position by total assets
U.S. Oral Surgery Management, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$118,028,278 Top 6% higher than 94% 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
U.S. Oral Surgery Management, LLC Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.S. Oral Surgery Management, LLC Retirement Plan lands in the large band (1,204 participants).
EBSA filing schedule strip
Filing strip 822416013 · U.S. Oral Surgery Management, LLC PY 2022 · 401(k)
U.S. Oral Surgery Management, LLC Retirement Plan · $118M · 1,204 · 94th
- PHOTO $118M
- PHOTO 1,204
- PHOTO 94th
- PHOTO 401(k)
- PHOTO near Altium Packaging 401(k) Plan
- PHOTO ind #18950
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 Texas →
U.S. Oral Surgery Management, LLC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | -$20M |
| Employer EIN | 822416013 |
| Plan Effective Date | 1971-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.S. Oral Surgery Management, LLC)
Sponsor-wide plan assets over time
All U.S. Oral Surgery Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $238M 101.5801806411172% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,204 | $118M |
| 2023 | 1 | 1,226 | $193M |
| 2024 | 1 | 1,971 | $238M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
U.S. Oral Surgery Management, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Altium Packaging 401(k) Plan in GA ($118M); by covered participants it is Transport Equipment Company Employees Savings Plan in UT (1,204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- Altium Packaging 401(k) Plan (GA) $118M · 1,320
- First Bank 401(k) Retirement Plan for Residents of Puerto Rico (PR) $118M · 2,767
- H.W. Lochner, Inc. 401(k) Retirement Plan (IL) $118M · 597
- Musick, Peeler & Garrett LLP Employee Asset Accumulation Program (CA) $118M · 174
Similar participant headcount
Nearest other-state filings by covered participants (1,204 participants); asset peers above are excluded.
- Transport Equipment Company Employees Savings Plan (UT) 1,204 · 0 off
- Phifer Retirement and 401(k) Savings Plan (AL) 1,204 · 0 off
- Fisher-Titus Health 401(k) Plan (OH) 1,204 · 0 off
- Republic Finance, LLC 401(k) Plan (LA) 1,203 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.