Profit Sharing · DOL Form 5500 · 2022

Southern Dental Associates PA Profit Sharing Plan

Data updated 2026-08-11

$7M
Total assets
22
Participants
56th
Percentile by assets
$295,673
Avg per participant
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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.

  • 56th percentile by assets (of 139,126 plans)
  • #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.

$7M
total plan assets (2022 EOY)
22
covered participants
56th
percentile by assets (of 139,126 plans)
$295,673
avg assets per participant

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 Associates PA across 3 plan years on file

Across the 3 plan years Southern Dental Associates PA has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $8M, a gain of 29.6%, while reported participants moved from 22 to 22 (+0.0%). Peak year by sponsor assets: 2024 ($8M); trough: 2022 ($7M).

Southern Dental Associates PA multi-year asset trail

$6M$7M$8M$9M 202220232024 $6.5M $8.43M ▲ +29.7%
Total plan assets by year, all Southern Dental Associates PA plans on file
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

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 Asso…Retirement Wealth Bu…Raymond James Financ…Orlando Health, Inc.…Shands Health Care M…American Maritime Of…
Southern Dental Assoc 401(k) Psp vs. nearby Profit Sharing plans in Florida, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Southern Dental Assoc 401(k) Psp by total assets, not by location.

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).

Multi-year trail

Ways to act on Southern Dental Assoc 401(k) Psp's numbers.