401(k) · DOL Form 5500 · 2022

Oral Health Associates Sc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
21
Participants Small participant base
56th
Percentile by assets National rank
$311,204
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oral Health Associates Sc 401(k) Profit Sharing Plan · Sponsored by Oral Health Associates Sc · Wisconsin · Healthcare & Social Assistance

$7M in assets, 21 participants

Oral Health Associates Sc's Oral Health Associates Sc 401(k) Profit Sharing Plan reported $7M in total assets and 21 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.

  • #12,440 in Healthcare & Social Assistance (20,060 peers)

Oral Health Associates Sc multi-year trail

Oral Health Associates Sc's plans moved -42.1% in assets from 2022 to 2023; this filing shows Oral Health Associates Sc 401(k) Profit Sharing Plan at $7M / 21 participants.

#12,440
in Healthcare & Social Assistance (20,060 peers)
+5.8%
assets growth YoY

Oral Health Associates Sc 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oral Health Associates Sc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,535,287 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

Oral Health Associates Sc 401(k) Profit Sharing 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 Health Associates Sc 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

DOL schedule card

Filing strip 391391943 · Oral Health Associates Sc PY 2022 · 401(k)

Oral Health Associates Sc 401(k) Profit Sharing Plan · $7M · 21 · 56th

  • ASSETS $7M
  • ASSETS 21
  • ASSETS 56th
  • ASSETS 401(k)
  • ASSETS near Vallarta Supermarkets 401(k) Plan
  • ASSETS ind #12440

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 Health Associates Sc 401(k) Profit Sharing Plan in the asset neighbourhood

Oral Health Associates Sc 401(k) Profit Sharing PlanOral Health Associates Sc 40…$7MVallarta Supermarkets 401(k) PlanVallarta Supermarkets 401(k)…$7MGenus Lifescienes, Inc 401(k) Profit Sharing PlanGenus Lifescienes, Inc 401(k…$7M605, LLC 401(k) Plan$7MUnited Minerals & Properties, Inc. 401(k) Retirement PlanUnited Minerals & Properties…$7M
End-of-year total assets ($M) among Oral Health Associates Sc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oral Health Associates Sc multi-year asset trail

Sponsor-wide plan assets over time

All Oral Health Associates Sc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 42.05146614066069% vs 2022
2023 filing year
$3M$4M$5M$6M$7M 20222023 $6.54M $3.79M ▼ -42.0%
Year Plans Participants Total Assets
2022 1 21 $7M
2023 1 17 $4M

Oral Health Associates Sc filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$361K
Employer EIN391391943
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oral Health Associates Sc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Oral Health Associates Sc 401(k) Profit Sharing Plan, Total assets ($B): 0.006535287 · Participants: 21Oral Health Associates Sc 401(k) Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Oral Health Associates Sc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Oral Health Associates Sc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oral Health Associates Sc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Vallarta Supermarkets 401(k) Plan in CA ($7M); by covered participants it is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Health Associates Sc 401(k) Profit Sharing Plan assets move in 2022? ▼
Oral Health Associates Sc 401(k) Profit Sharing Plan grew at a solid clip - up 5.8% during 2022, from $6M to $7M. Reported net income was $361K.
How have Oral Health Associates Sc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Oral Health Associates Sc's sponsor-wide assets declined 42.1%, from $7M to $4M.
Which 401(k) plans are similar in size to Oral Health Associates Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vallarta Supermarkets 401(k) Plan in CA ($7M, 3,066 participants).
Which 401(k) plans cover a similar participant headcount to Oral Health Associates Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants, N/A 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 391391943.

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.