401(k) · DOL Form 5500 · 2023
U.S. Oral Surgery Management, LLC 401(k) Plan
Data updated 2026-08-25
- $193M
- Total assets Near avg plan size
- 1,226
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $157,144
- Avg per participant Above avg balance/head
Official DOL plan name: U.S. Oral Surgery Management, LLC Retirement Plan · Sponsored by U.S. Oral Surgery Management, LLC · Texas · Healthcare & Social Assistance
$193M in assets, 1,226 participants
U.S. Oral Surgery Management, LLC's U.S. Oral Surgery Management, LLC Retirement Plan reported $193M in total assets and 1,226 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,838 in Healthcare & Social Assistance (17,684 peers)
Where U.S. Oral Surgery Management, LLC Retirement Plan sits by assets
U.S. Oral Surgery Management, LLC Retirement Plan sits in the top 5% of all filed plans by assets, $193M for 1,226 participants (~$157,144/participant), up 63.2% in 2023.
- #16,838
- in Healthcare & Social Assistance (17,684 peers)
- +63.2%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
U.S. Oral Surgery Management, LLC Retirement Plan's outsized position by total assets
U.S. Oral Surgery Management, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$192,659,101 Top 5% higher than 95% 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
U.S. Oral Surgery Management, LLC Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.S. Oral Surgery Management, LLC Retirement Plan lands in the large band (1,226 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- U.S. Oral Surgery Management, LLC Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- U.S. Oral Surgery Management, LLC Retirement Plan end-of-year assets rose from $118M in the plan year 2022 filing to $193M in the plan year 2023 filing.
- U.S. Oral Surgery Management, LLC Retirement Plan reported participants rose from 1,204 in the plan year 2022 filing to 1,226 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 822416013 · U.S. Oral Surgery Management, LLC PY 2023 · 401(k)
U.S. Oral Surgery Management, LLC Retirement Plan · $193M · 1,226 · 95th
- IND $193M
- EOY 1,226
- 5500 95th
- ASSETS 401(k)
- PCT near United Scenic Artist Local 829 Retirement 401(k) Plan
- EIN ind #16838
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 Texas →
U.S. Oral Surgery Management, LLC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $193M |
| Net Income | $45M |
| Employer EIN | 822416013 |
| Plan Effective Date | 1971-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.S. Oral Surgery Management, LLC)
Sponsor-wide plan assets over time
All U.S. Oral Surgery Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $238M 101.5801806411172% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,204 | $118M |
| 2023 | 1 | 1,226 | $193M |
| 2024 | 1 | 1,971 | $238M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
U.S. Oral Surgery Management, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is United Scenic Artist Local 829 Retirement 401(k) Plan in NJ ($193M); by covered participants it is Coronado Coal LLC 401(k) Profit Sharing Plan in WV (1,226 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($193M here).
- United Scenic Artist Local 829 Retirement 401(k) Plan (NJ) $193M · 2,251
- 1-800-Flowers Team Services, Inc. Prototype 401(k) Profit-Sharing Plan (NY) $193M · 3,458
- Agc Retirement Savings Plan (GA) $193M · 4,385
- Irell & Manella Profit Sharing Plan (CA) $193M · 118
Similar participant headcount
Nearest other-state filings by covered participants (1,226 participants); asset peers above are excluded.
- Coronado Coal LLC 401(k) Profit Sharing Plan (WV) 1,226 · 0 off
- Mall of America Employee Retirement Savings Plan (MN) 1,226 · 0 off
- Bottomline Technologies 401(k) Plan (NH) 1,226 · 0 off
- Pixelle Specialty Solutions Hourly 401(k) Savings Plan (Union) (PA) 1,226 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.