401(k) · DOL Form 5500 · 2022
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $444,318
- Avg per participant High balance/head
Official DOL plan name: Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan · Sponsored by Oral & Maxillofacial Surgery Associates, Ltd. · Wisconsin · Healthcare & Social Assistance
$17M in assets, 38 participants
Oral & Maxillofacial Surgery Associates, Ltd.'s Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan reported $17M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #15,810 in Healthcare & Social Assistance (20,060 peers)
Where Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan sits by assets
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 38 participants (~$444,318/participant), down 12.8% in 2022.
- #15,810
- in Healthcare & Social Assistance (20,060 peers)
- -12.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan's outsized position by total assets
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,884,070 Top 25% higher than 75% 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
Oral & Maxillofacial Surgery Associates, Ltd. 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. Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan is a small filing (38 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 391169958 · Oral & Maxillofacial Surgery Associates, Ltd. PY 2022 · 401(k)
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan · $17M · 38 · 75th
- NET $17M
- NET 38
- NET 75th
- NET 401(k)
- NET near Sauce Labs, Inc. 401(k) Profit Sharing Plan
- NET ind #15810
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 Wisconsin →
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 391169958 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oral & Maxillofacial Surgery Associates, Ltd.)
Sponsor-wide plan assets over time
All Oral & Maxillofacial Surgery Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 33.43922999608507% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $17M |
| 2023 | 1 | 40 | $19M |
| 2024 | 1 | 47 | $23M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Sauce Labs, Inc. 401(k) Profit Sharing Plan in CA ($17M); by covered participants it is Yarnell Electric 401(k) Plan in PA (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Sauce Labs, Inc. 401(k) Profit Sharing Plan (CA) $17M · 243
- Hyer Group 401(k) Plan (FL) $17M · 86
- Spire Hospitality, LLC 401(k) Plan (IL) $17M · 1,623
- Creform Corporation 401(k) Retirement Plan (SC) $17M · 114
Similar participant headcount
Nearest other-state filings by covered participants (38 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.