Profit Sharing · DOL Form 5500 · 2022

Southern Dental Associates PA Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
22
Participants Small participant base
56th
Percentile by assets National rank
$295,673
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern Dental Assoc 401(k) Psp · Sponsored by Southern Dental Associates PA · Florida · Healthcare & Social Assistance

$7M in assets, 22 participants

Southern Dental Associates PA's Southern Dental Assoc 401(k) Psp reported $7M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,416 in Healthcare & Social Assistance (20,060 peers)

Southern Dental Associates PA multi-year trail

Southern Dental Associates PA's plans moved +29.6% in assets from 2022 to 2024; this filing shows Southern Dental Assoc 401(k) Psp at $7M / 22 participants.

#12,416
in Healthcare & Social Assistance (20,060 peers)
-16.9%
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.

Southern Dental Assoc 401(k) Psp's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southern Dental Assoc 401(k) Psp vs every filed plan by assets

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

$6,504,811 Top 44% higher than 56% 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

Southern Dental Assoc 401(k) Psp among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Dental Assoc 401(k) Psp is a small filing (22 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 592915275 · Southern Dental Associates PA PY 2022 · Profit Sharing

Southern Dental Assoc 401(k) Psp · $7M · 22 · 56th

  • SCH $7M
  • SCH 22
  • SCH 56th
  • SCH Profit Sharing
  • SCH near The Klabin Company Employees' Profit Sharing Plan
  • SCH ind #12416

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 Florida →

Southern Dental Assoc 401(k) Psp in the asset neighbourhood

Simflo, LLC Employee Profit Sharing PlanSimflo, LLC Employee Profit …$7MSouthern Dental Assoc 401(k) PspSouthern Dental Assoc 401(k)…$7MThe Klabin Company Employees' Profit Sharing PlanThe Klabin Company Employees…$7MHugo Montes Cardona Retirement PlanHugo Montes Cardona Retireme…$7MThe Postgraduate Center for Mental Health Retirement PlanThe Postgraduate Center for …$6M
End-of-year total assets ($M) among Southern Dental Assoc 401(k) Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Southern Dental Associates PA multi-year asset trail

Sponsor-wide plan assets over time

All Southern Dental Associates PA plans reported in each filing year

Latest sponsor-wide plan assets
$8M 29.57979870591167% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.5M $8.43M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 22 $7M
2023 1 22 $7M
2024 1 22 $8M

Southern Dental Associates PA filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN592915275
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Southern Dental Assoc 401(k) Psp vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Southern Dental Assoc 401(k) Psp, Total assets ($B): 0.006504811 · Participants: 22Southern Dental Assoc 401(k) PspRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Southern Dental Assoc 401(k) Psp vs. nearby Profit Sharing plans in Florida, assets vs. participants

Southern Dental Assoc 401(k) Psp's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is The Klabin Company Employees' Profit Sharing Plan in CA ($7M); by covered participants it is Rose Gonzales Plants, Inc. Profit Sharing Plan in CA (22 participants). Same-state nearby plans are listed separately above.

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 Southern Dental Assoc 401(k) Psp assets move in 2022? ▼
Southern Dental Assoc 401(k) Psp declined sharply - down 16.9% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Southern Dental Associates PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Dental Associates PA's sponsor-wide assets grew 29.6%, from $7M to $8M.
Which Profit Sharing plans are similar in size to Southern Dental Assoc 401(k) Psp? ▼
Among Profit Sharing plans in other states, the closest by assets is The Klabin Company Employees' Profit Sharing Plan in CA ($7M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Southern Dental Assoc 401(k) Psp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rose Gonzales Plants, Inc. Profit Sharing Plan in CA (22 participants, N/A in assets).