401(k)
2022 plan-year 401(k) DOL Form 5500

Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pediatric Dentistry and Orthodontics of Chattanooga · Tennessee · Healthcare & Social Assistance

What the 2023 filing shows

Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan holds $9M for 115 participants — about $75,021 per participant, down 11.0% over the 2022 plan year.

$9M
total plan assets (2022 EOY)
115
covered participants
$75,021
avg assets per participant
-11.0%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$9M
Participants
115
State
Industry
Healthcare & Social Assistance

What the Filing Says About Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan

Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan is a 401(k) retirement plan sponsored by Pediatric Dentistry and Orthodontics of Chattanooga, headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 115 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 832956929, and the plan has been effective since 1977-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2022 to $9M at year-end — a decline of 11.0%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-1,064,006 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$-1,064,006
Plan Type401(k)
Employer EIN832956929
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pediatric Dentistry and Orthodontics of Chattanooga)

Year Plans Participants Total Assets
2022 1 115 $9M
2023 1 136 $11M

Nearby 401(k) Plans in Tennessee

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Frequently Asked Questions

How much money is in the Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan?
As of the 2022 Form 5500 filing, Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan holds $9M in total assets with 115 participants. It is sponsored by Pediatric Dentistry and Orthodontics of Chattanooga.
What type of plan is Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan?
Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan is a 401(k) plan. It has been effective since 1977-07-01. The plan is filed with the U.S. Department of Labor under EIN 832956929.
Who sponsors the Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan?
Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan is sponsored by Pediatric Dentistry and Orthodontics of Chattanooga, located in Tennessee. The sponsor's EIN is 832956929 and the plan operates in the Healthcare & Social Assistance industry.
How did Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan perform in 2022?
Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan declined by 11.0% during 2022, moving from $10M to $9M in total assets. Net income was $-1,064,006.
Where can I find official filings for Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan?
Official Form 5500 filings for Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 832956929 or plan name at efast.dol.gov.
How does Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan compare to other plans?
You can compare Pediatric Dentistry & Orthodontics of Chattanooga Partnership 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 832956929.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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