401(k) · DOL Form 5500 · 2022

Southern Orthodontic Partners Management, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
523
Participants Below avg headcount
68th
Percentile by assets National rank
$22,873
Avg per participant Low balance/head
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Official DOL plan name: Southern Orthodontic Partners 401(k) Plan · Sponsored by Southern Orthodontic Partners Management, LLC · Tennessee · Professional & Technical Services

$12M in assets, 523 participants

Southern Orthodontic Partners Management, LLC's Southern Orthodontic Partners 401(k) Plan reported $12M in total assets and 523 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,583 in Professional & Technical Services (21,562 peers)

Coverage in Tennessee

Southern Orthodontic Partners 401(k) Plan covers 523 participants in Tennessee, about 46% of the average Tennessee filer (state average ~1,126 per filing). Assets: $12M.

#14,583
in Professional & Technical Services (21,562 peers)
+137.5%
assets growth YoY

Southern Orthodontic Partners 401(k) Plan's outsized position by total assets

Southern Orthodontic Partners 401(k) Plan vs every filed plan by assets

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

$11,962,712 Top 32% higher than 68% 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

Southern Orthodontic Partners 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. Southern Orthodontic Partners 401(k) Plan sits mid-pack in the medium band (523 participants).

Published 5500 schedule card

Filing strip 841833465 · Southern Orthodontic Partners Management, LLC PY 2022 · 401(k)

Southern Orthodontic Partners 401(k) Plan · $12M · 523 · 68th

  • BOOK $12M
  • VS-ST 523
  • BOY 68th
  • SCH 401(k)
  • EBSA near Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan
  • PART ind #14583

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Southern Orthodontic Partners 401(k) Plan in the asset neighbourhood

Southern Orthodontic Partners 401(k) PlanSouthern Orthodontic Partner…$12MCaran Precision Eng. & Mfg. Corp. Retirement Savings PlanCaran Precision Eng. & Mfg. …$12MColonial Automotive Group 401(k) PlanColonial Automotive Group 40…$12MAmerican Quarter Horse Association 401(k) PlanAmerican Quarter Horse Assoc…$12MJet Specialty, Inc. 401(k) Retirement PlanJet Specialty, Inc. 401(k) R…$12M
End-of-year total assets ($M) among Southern Orthodontic Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$12M
Net Income$7M
Employer EIN841833465
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Orthodontic Partners Management, LLC)

Sponsor-wide plan assets over time

All Southern Orthodontic Partners Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 151.65459972621593% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $12M $30.1M ▲ +151.7%
Year Plans Participants Total Assets
2022 1 523 $12M
2023 1 637 $21M
2024 1 790 $30M

Nearby 401(k) Plans in Tennessee

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

Southern Orthodontic Partners 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Southern Orthodontic Partners 401(k) Plan, Total assets ($B): 0.011962712 · Participants: 523Southern Orthodontic Partners 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Southern Orthodontic Partners 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southern Orthodontic Partners 401(k) Plan side-by-side with 3 peers →

Southern Orthodontic Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan in CA ($12M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (523 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (523 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 Southern Orthodontic Partners 401(k) Plan assets move in 2022? ▼
Southern Orthodontic Partners 401(k) Plan surged - up 137.5% during 2022, from $5M to $12M. Reported net income was $7M.
How have Southern Orthodontic Partners Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Orthodontic Partners Management, LLC's sponsor-wide assets grew 151.7%, from $12M to $30M.
Which 401(k) plans are similar in size to Southern Orthodontic Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan in CA ($12M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Southern Orthodontic Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (523 participants, $651K 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 841833465.

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.