401(k) · DOL Form 5500 · 2022

Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics 401(k) Plan

Data updated 2026-08-25

$598K
Total assets Small plan by assets
14
Participants Small participant base
20th
Percentile by assets National rank
$42,748
Avg per participant Low balance/head
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Official DOL plan name: Liberty Station Orthodontics 401(k) Plan · Sponsored by Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics · California · Healthcare & Social Assistance

$598K in assets, 14 participants

Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics's Liberty Station Orthodontics 401(k) Plan reported $598K in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,207 in Healthcare & Social Assistance (20,060 peers)

Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics multi-year trail

Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics's plans moved +125.3% in assets from 2022 to 2024; this filing shows Liberty Station Orthodontics 401(k) Plan at $598K / 14 participants.

#3,207
in Healthcare & Social Assistance (20,060 peers)
-12.9%
assets change YoY

The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Liberty Station Orthodontics 401(k) Plan among the smaller filed plans by assets

Liberty Station Orthodontics 401(k) Plan vs every filed plan by assets

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

$598,472 20th percentile higher than 20% 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

Liberty Station Orthodontics 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. Liberty Station Orthodontics 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 510534152 · Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics PY 2022 · 401(k)

Liberty Station Orthodontics 401(k) Plan · $598K · 14 · 20th

  • BOOK $598K
  • BOOK 14
  • BOOK 20th
  • BOOK 401(k)
  • BOOK near R&j Fitness Corporation 401(k) Plan
  • BOOK ind #3207

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 California →

Liberty Station Orthodontics 401(k) Plan in the asset neighbourhood

Liberty Station Orthodontics 401(k) PlanLiberty Station Orthodontics…$598KR&j Fitness Corporation 401(k) PlanR&j Fitness Corporation 401(…$598KMhi 401(k)$598KBeemer Enterprises, Inc. 401(k) Profit Sharing PlanBeemer Enterprises, Inc. 401…$599KHydroline Employee 401(k) PlanHydroline Employee 401(k) Pl…$599K
End-of-year total assets ($M) among Liberty Station Orthodontics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics multi-year asset trail

Sponsor-wide plan assets over time

All Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics plans reported in each filing year

Latest sponsor-wide plan assets
$3M 125.28193206575224% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.48M $3.33M ▲ +125.0%
Year Plans Participants Total Assets
2022 2 26 $1M
2023 2 23 $2M
2024 2 25 $3M

Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics filing trail (2022)

Total Assets (Beginning of Year)$687K
Net Assets (End of Year)$598K
Net Income-$89K
Employer EIN510534152
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Liberty Station Orthodontics 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Liberty Station Orthodontics 401(k) Plan, Total assets ($B): 0.000598472 · Participants: 14Liberty Station Orthodontics 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Liberty Station Orthodontics 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Liberty Station Orthodontics 401(k) Plan side-by-side with 3 peers →

Liberty Station Orthodontics 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is R&j Fitness Corporation 401(k) Plan in FL ($598K); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($598K here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Liberty Station Orthodontics 401(k) Plan assets move in 2022? ▼
Liberty Station Orthodontics 401(k) Plan pulled back noticeably - down 12.9% during 2022, from $687K to $598K. Reported net income was -$89K.
How have Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics's sponsor-wide assets grew 125.3%, from $1M to $3M.
Where does Liberty Station Orthodontics 401(k) Plan rank by assets among Form 5500 filers? ▼
Liberty Station Orthodontics 401(k) Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Liberty Station Orthodontics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R&j Fitness Corporation 401(k) Plan in FL ($598K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Liberty Station Orthodontics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 510534152.

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.