401(k) · DOL Form 5500 · 2023
Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust · Sponsored by Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust · South Carolina · Healthcare & Social Assistance
$2M in assets, 1 participants
Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust's Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #4,818 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust grew at a solid clip 8.4% in 2023 ($2M → $2M) for 1 participant.
- #4,818
- in Healthcare & Social Assistance (17,684 peers)
- +8.4%
- assets growth YoY
Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust among the smaller filed plans by assets
Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,791,296 29th percentile higher than 29% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust reported net income rose from -$777K in the plan year 2022 filing to $139K in the plan year 2023 filing.
- Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 473618717 · Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust PY 2023 · 401(k)
Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust · $2M · 1 · 29th
- PCT $2M
- EIN 1
- RANK 29th
- PHOTO 401(k)
- IND near Alexander Plastics, Inc. 401(k) Profit Sharing Plan
- EOY ind #4818
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 →
Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust in the asset neighbourhood
Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust years around the 2023 move
Sponsor-wide plan assets over time
All Shaughnessy Orthodontics of East Cobb Profit Sharing Plan & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 8.204915551788849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $139K |
| Employer EIN | 473618717 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Shaughnessy Orthodontics of East Cobb 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 Alexander Plastics, Inc. 401(k) Profit Sharing Plan in TX ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.