Profit Sharing · DOL Form 5500 · 2023

Southern Endodontics LLC Profit Sharing Plan

Data updated 2026-08-25

$851K
Total assets Small plan by assets
5
Participants Small participant base
22nd
Percentile by assets National rank
$170,208
Avg per participant Above avg balance/head
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Official DOL plan name: Bay Area Endodontics, LLC Profit Sharing Plan · Sponsored by Southern Endodontics LLC · Alabama · Healthcare & Social Assistance

$851K in assets, 5 participants

Southern Endodontics LLC's Bay Area Endodontics, LLC Profit Sharing Plan reported $851K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,160 in Healthcare & Social Assistance (17,684 peers)

Southern Endodontics LLC multi-year trail

Southern Endodontics LLC's plans moved +39.7% in assets from 2022 to 2024; this filing shows Bay Area Endodontics, LLC Profit Sharing Plan at $851K / 5 participants.

#3,160
in Healthcare & Social Assistance (17,684 peers)
+21.6%
assets growth YoY

Bay Area Endodontics, LLC Profit Sharing Plan among the smaller filed plans by assets

Bay Area Endodontics, LLC Profit Sharing Plan vs every filed plan by assets

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

$851,039 22nd percentile higher than 22% 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

Bay Area Endodontics, LLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bay Area Endodontics, LLC Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bay Area Endodontics, LLC Profit Sharing Plan reported net income rose from $46K in the plan year 2022 filing to $151K in the plan year 2023 filing.
  • Bay Area Endodontics, LLC Profit Sharing Plan end-of-year assets rose from $700K in the plan year 2022 filing to $851K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 452275101 · Southern Endodontics LLC PY 2023 · Profit Sharing

Bay Area Endodontics, LLC Profit Sharing Plan · $851K · 5 · 22nd

  • EIN $851K
  • EIN 5
  • EIN 22nd
  • EIN Profit Sharing
  • EIN near Dunleavy Financial Management, Inc. Retirement Plan
  • EIN ind #3160

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 Alabama →

Bay Area Endodontics, LLC Profit Sharing Plan in the asset neighbourhood

Bay Area Endodontics, LLC Profit Sharing PlanBay Area Endodontics, LLC Pr…$851KDunleavy Financial Management, Inc. Retirement PlanDunleavy Financial Managemen…$851KHawaii Premier Investments Inc. Pension Transfer Trust PlanHawaii Premier Investments I…$851KDavekim Family Inc. Retirement PlanDavekim Family Inc. Retireme…$851KForen and Glaser Profit Sharing PlanForen and Glaser Profit Shar…$851K
End-of-year total assets ($M) among Bay Area Endodontics, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Southern Endodontics LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southern Endodontics LLC plans reported in each filing year

Latest sponsor-wide plan assets
$978K 39.74930119421873% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.7M $0.98M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 5 $700K
2023 1 5 $851K
2024 1 4 $978K

Southern Endodontics LLC filing trail (2023)

Total Assets (Beginning of Year)$700K
Net Assets (End of Year)$851K
Net Income$151K
Employer EIN452275101
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Bay Area Endodontics, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1001020304050 Total assets ($M) Participants Bay Area Endodontics, LLC Profit Sharing Plan, Total assets ($M): 0.851039 · Participants: 5Bay Area Endodontics, LLC Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Bay Area Endodontics, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Bay Area Endodontics, LLC Profit Sharing Plan side-by-side with 3 peers →

Bay Area Endodontics, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Dunleavy Financial Management, Inc. Retirement Plan in NJ ($851K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Bay Area Endodontics, LLC Profit Sharing Plan assets move in 2023? ▼
Bay Area Endodontics, LLC Profit Sharing Plan grew sharply - up 21.6% during 2023, from $700K to $851K. Reported net income was $151K.
How have Southern Endodontics LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Endodontics LLC's sponsor-wide assets grew 39.7%, from $700K to $978K.
Where does Bay Area Endodontics, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bay Area Endodontics, LLC Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Bay Area Endodontics, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dunleavy Financial Management, Inc. Retirement Plan in NJ ($851K, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Bay Area Endodontics, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 452275101.

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.