401(k) · DOL Form 5500 · 2023

Winchester Oral Surgery, PC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
18
Participants Small participant base
43rd
Percentile by assets National rank
$255,678
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winchester Oral Surgery, PC 401(k) Profit Sharing Plan · Sponsored by Winchester Oral Surgery, PC · Massachusetts · Healthcare & Social Assistance

$5M in assets, 18 participants

Winchester Oral Surgery, PC's Winchester Oral Surgery, PC 401(k) Profit Sharing Plan reported $5M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,186 in Healthcare & Social Assistance (17,684 peers)

Winchester Oral Surgery, PC multi-year trail

Winchester Oral Surgery, PC's plans moved +43.2% in assets from 2022 to 2024; this filing shows Winchester Oral Surgery, PC 401(k) Profit Sharing Plan at $5M / 18 participants.

#8,186
in Healthcare & Social Assistance (17,684 peers)
+22.2%
assets growth YoY

Winchester Oral Surgery, PC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Winchester Oral Surgery, PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,602,207 43rd percentile higher than 43% 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

Winchester Oral Surgery, PC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winchester Oral Surgery, PC 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winchester Oral Surgery, PC 401(k) Profit Sharing Plan reported net income rose from -$546K in the plan year 2022 filing to $836K in the plan year 2023 filing.
  • Winchester Oral Surgery, PC 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Winchester Oral Surgery, PC 401(k) Profit Sharing Plan reported participants fell from 21 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200690203 · Winchester Oral Surgery, PC PY 2023 · 401(k)

Winchester Oral Surgery, PC 401(k) Profit Sharing Plan · $5M · 18 · 43rd

  • SCH $5M
  • SCH 18
  • SCH 43rd
  • SCH 401(k)
  • SCH near Beauflor USA, LLC Salary Savings 401(k) Plan
  • SCH ind #8186

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 Massachusetts →

Winchester Oral Surgery, PC 401(k) Profit Sharing Plan in the asset neighbourhood

Winchester Oral Surgery, PC 401(k) Profit Sharing PlanWinchester Oral Surgery, PC …$5MBeauflor USA, LLC Salary Savings 401(k) PlanBeauflor USA, LLC Salary Sav…$5MBrain Injury Association of Minnesota 401(k) Profit Sharing Plan & TrustBrain Injury Association of …$5MTequipment, Inc. 401(k) Savings Plan (002)Tequipment, Inc. 401(k) Savi…$5MM. Cohen & Sons, Inc. 401(k) PlanM. Cohen & Sons, Inc. 401(k)…$5M
End-of-year total assets ($M) among Winchester Oral Surgery, PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Winchester Oral Surgery, PC multi-year asset trail

Sponsor-wide plan assets over time

All Winchester Oral Surgery, PC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 43.2192812464406% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.77M $5.39M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 18 $5M
2024 1 17 $5M

Winchester Oral Surgery, PC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$836K
Employer EIN200690203
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Winchester Oral Surgery, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Winchester Oral Surgery, PC 401(k) Profit Sharing Plan, Total assets ($B): 0.004602207 · Participants: 18Winchester Oral Surgery, PC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Winchester Oral Surgery, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Winchester Oral Surgery, PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Winchester Oral Surgery, PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Beauflor USA, LLC Salary Savings 401(k) Plan in GA ($5M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Winchester Oral Surgery, PC 401(k) Profit Sharing Plan assets move in 2023? ▼
Winchester Oral Surgery, PC 401(k) Profit Sharing Plan grew sharply - up 22.2% during 2023, from $4M to $5M. Reported net income was $836K.
How have Winchester Oral Surgery, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winchester Oral Surgery, PC's sponsor-wide assets grew 43.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Winchester Oral Surgery, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beauflor USA, LLC Salary Savings 401(k) Plan in GA ($5M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Winchester Oral Surgery, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 200690203.

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.