401(k) · DOL Form 5500 · 2023

Lowcountry Orthodontics 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
15
Participants Small participant base
27th
Percentile by assets National rank
$92,972
Avg per participant Below avg balance/head
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Official DOL plan name: Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust · Sponsored by Lowcountry Orthodontics · South Carolina · Healthcare & Social Assistance

$1M in assets, 15 participants

Lowcountry Orthodontics's Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,116 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust surged 34.2% in 2023 ($1M → $1M) for 15 participants.

#4,116
in Healthcare & Social Assistance (17,684 peers)
+34.2%
assets growth YoY

Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,394,584 27th percentile higher than 27% of 127,068 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 2023

Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust reported net income rose from -$336K in the plan year 2022 filing to $355K in the plan year 2023 filing.
  • Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust reported participants rose from 14 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820538188 · Lowcountry Orthodontics PY 2023 · 401(k)

Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust · $1M · 15 · 27th

  • TYPE $1M
  • TYPE 15
  • TYPE 27th
  • TYPE 401(k)
  • TYPE near Alpine Pacific Nut Co., Inc. Profit Sharing 401(k) Plan
  • TYPE ind #4116

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 South Carolina →

Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lowcountry Orthodontics 401(k) Profit Sharing Plan & TrustLowcountry Orthodontics 401(…$1MAlpine Pacific Nut Co., Inc. Profit Sharing 401(k) PlanAlpine Pacific Nut Co., Inc.…$1MPeerless of America$1MAutism Delaware Inc. 401(k) PlanAutism Delaware Inc. 401(k) …$1MForum, Inc./Samco 401(k) Savings PlanForum, Inc./Samco 401(k) Sav…$1M
End-of-year total assets ($M) among Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lowcountry Orthodontics years around the 2023 move

Sponsor-wide plan assets over time

All Lowcountry Orthodontics plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.7000058694650224% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.04M $1.03M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 14 $1M
2023 1 15 $1M
2024 1 16 $1M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$355K
Employer EIN820538188
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001394584 · Participants: 15Lowcountry Orthodontics 401(k) Profit Sharing Plan & TrustMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Alpine Pacific Nut Co., Inc. Profit Sharing 401(k) Plan in CA ($1M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust surged - up 34.2% during 2023, from $1M to $1M. Reported net income was $355K.
How have Lowcountry Orthodontics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lowcountry Orthodontics's sponsor-wide assets declined 0.7%, from $1M to $1M.
Which 401(k) plans are similar in size to Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Alpine Pacific Nut Co., Inc. Profit Sharing 401(k) Plan in CA ($1M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Lowcountry Orthodontics 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 820538188.

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.