Profit Sharing · DOL Form 5500 · 2022

Beacon Oral Specialists Management LLC Profit Sharing Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
863
Participants Near avg headcount
84th
Percentile by assets National rank
$37,865
Avg per participant Low balance/head
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Official DOL plan name: Beacon Oral Specialists 401(k) Plan · Sponsored by Beacon Oral Specialists Management LLC · Texas · Healthcare & Social Assistance

$33M in assets, 863 participants

Beacon Oral Specialists Management LLC's Beacon Oral Specialists 401(k) Plan reported $33M in total assets and 863 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,325 in Healthcare & Social Assistance (20,060 peers)

Where Beacon Oral Specialists 401(k) Plan sits by assets

Beacon Oral Specialists 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 863 participants (~$37,865/participant), up 7.0% in 2022.

#17,325
in Healthcare & Social Assistance (20,060 peers)
+7.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Beacon Oral Specialists 401(k) Plan's outsized position by total assets

Beacon Oral Specialists 401(k) Plan vs every filed plan by assets

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

$32,677,371 Top 16% higher than 84% 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

Beacon Oral Specialists 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beacon Oral Specialists 401(k) Plan sits mid-pack in the medium band (863 participants).

DOL schedule card

Filing strip 851997699 · Beacon Oral Specialists Management LLC PY 2022 · Profit Sharing

Beacon Oral Specialists 401(k) Plan · $33M · 863 · 84th

  • SCH $33M
  • SCH 863
  • SCH 84th
  • SCH Profit Sharing
  • SCH near The Lighthouse for the Blind, Inc. Tax-Deferred Annuity Plan
  • SCH ind #17325

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 Texas →

Beacon Oral Specialists 401(k) Plan in the asset neighbourhood

Cma Group Qualified Stock Bonus PlanCma Group Qualified Stock Bo…$33MInsulators Local No. 23 Annuity FundInsulators Local No. 23 Annu…$33MThe Lighthouse for the Blind, Inc. Tax-Deferred Annuity PlanThe Lighthouse for the Blind…$33MBeacon Oral Specialists 401(k) PlanBeacon Oral Specialists 401(…$33MSan Francisco Opera Defined Contribution PlanSan Francisco Opera Defined …$32M
End-of-year total assets ($M) among Beacon Oral Specialists 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN851997699
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beacon Oral Specialists Management LLC)

Sponsor-wide plan assets over time

All Beacon Oral Specialists Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 65.1614354165762% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.7M $54M ▲ +65.1%
Year Plans Participants Total Assets
2022 1 863 $33M
2023 1 953 $42M
2024 1 920 $54M

Nearby Profit Sharing Plans in Texas

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

Beacon Oral Specialists 401(k) Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Beacon Oral Specialists 401(k) Plan, Total assets ($B): 0.032677371 · Participants: 863Beacon Oral Specialists 401(k) PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Beacon Oral Specialists 401(k) Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Beacon Oral Specialists 401(k) Plan side-by-side with 3 peers →

Beacon Oral Specialists 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is The Lighthouse for the Blind, Inc. Tax-Deferred Annuity Plan in WA ($33M); by covered participants it is Laborers Union Local No. 1174 Annuity Fund in PA (863 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (863 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 Beacon Oral Specialists 401(k) Plan assets move in 2022? ▼
Beacon Oral Specialists 401(k) Plan grew at a solid clip - up 7.0% during 2022, from $31M to $33M. Reported net income was $2M.
How have Beacon Oral Specialists Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Oral Specialists Management LLC's sponsor-wide assets grew 65.2%, from $33M to $54M.
Where does Beacon Oral Specialists 401(k) Plan rank by assets among Form 5500 filers? ▼
Beacon Oral Specialists 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Beacon Oral Specialists 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Lighthouse for the Blind, Inc. Tax-Deferred Annuity Plan in WA ($33M, 434 participants).
Which Profit Sharing plans cover a similar participant headcount to Beacon Oral Specialists 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Laborers Union Local No. 1174 Annuity Fund in PA (863 participants, $25M 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 851997699.

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.