Profit Sharing · DOL Form 5500 · 2022

Oral Surgical Associates Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
33rd
Percentile by assets National rank
$189,167
Avg per participant Above avg balance/head
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Official DOL plan name: Oral Surgical Associates Profit Sharing Plan · Sponsored by Oral Surgical Associates · Montana · Healthcare & Social Assistance

$2M in assets, 10 participants

Oral Surgical Associates's Oral Surgical Associates Profit Sharing Plan reported $2M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,726 in Healthcare & Social Assistance (20,060 peers)

Oral Surgical Associates multi-year trail

Oral Surgical Associates's plans moved +28.5% in assets from 2022 to 2024; this filing shows Oral Surgical Associates Profit Sharing Plan at $2M / 10 participants.

#6,726
in Healthcare & Social Assistance (20,060 peers)
-4.0%
assets change YoY

The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oral Surgical Associates Profit Sharing Plan among the smaller filed plans by assets

Oral Surgical Associates Profit Sharing Plan vs every filed plan by assets

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

$1,891,669 33rd percentile higher than 33% 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

Oral Surgical Associates Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oral Surgical Associates Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

Published 5500 schedule card

Filing strip 810362040 · Oral Surgical Associates PY 2022 · Profit Sharing

Oral Surgical Associates Profit Sharing Plan · $2M · 10 · 33rd

  • BOY $2M
  • BOY 10
  • BOY 33rd
  • BOY Profit Sharing
  • BOY near Kore Properties, Inc. Retirement Plan
  • BOY ind #6726

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 Montana →

Oral Surgical Associates Profit Sharing Plan in the asset neighbourhood

Oral Surgical Associates Profit Sharing PlanOral Surgical Associates Pro…$2MKore Properties, Inc. Retirement PlanKore Properties, Inc. Retire…$2MG. Cronin & Sons, Inc. Profit Sharing PlanG. Cronin & Sons, Inc. Profi…$2MOrville R Kruger, Dmd Profit Sharing PlanOrville R Kruger, Dmd Profit…$2MAsociacion De Maestros De Puerto Rico Retirement PlanAsociacion De Maestros De Pu…$2M
End-of-year total assets ($M) among Oral Surgical Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Oral Surgical Associates multi-year asset trail

Sponsor-wide plan assets over time

All Oral Surgical Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.548916327327877% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.89M $2.43M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $2M
2024 1 10 $2M

Oral Surgical Associates filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$80K
Employer EIN810362040
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

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

Oral Surgical Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000100200300400500 -20020406080 Total assets ($M) Participants Oral Surgical Associates Profit Sharing Plan, Total assets ($M): 1.891669 · Participants: 10Oral Surgical Associates Profit Sharing PlanCushing Terrell 401(k) Retirement Plan, Total assets ($M): 60.760954 · Participants: 424Cushing Terrell 401(k) Retirement PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 16.757364 · Participants: 28Okeefe Drilling Company Profit-Sharing TrustBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 16.634382 · Participants: 244Barrett Hospital Development Corporation 403(b) PlanLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 13.111631 · Participants: 155Langlas & Associates, Inc. Profit Sharing PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 10.034176 · Participants: 71Blue Rock Products Company Profit Sharing Plan
Oral Surgical Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Oral Surgical Associates Profit Sharing Plan side-by-side with 3 peers →

Oral Surgical Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Kore Properties, Inc. Retirement Plan in UT ($2M); by covered participants it is Khenricks Inc. Retirement Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Oral Surgical Associates Profit Sharing Plan assets move in 2022? ▼
Oral Surgical Associates Profit Sharing Plan edged down modestly - down 4.0% during 2022, from $2M to $2M. Reported net income was -$80K.
How have Oral Surgical Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oral Surgical Associates's sponsor-wide assets grew 28.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Oral Surgical Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kore Properties, Inc. Retirement Plan in UT ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Oral Surgical Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Khenricks Inc. Retirement Plan in MN (10 participants, $884K 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 810362040.

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.