401(k) · DOL Form 5500 · 2023
Oral & Maxillofacial Surgery Associates Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $872,545
- Avg per participant High balance/head
Official DOL plan name: Oral & Maxillofacial Surgery Associates Inc Profit Sharing Plan · Sponsored by Oral & Maxillofacial Surgery Associates Inc · Ohio · Healthcare & Social Assistance
$4M in assets, 5 participants
Oral & Maxillofacial Surgery Associates Inc's Oral & Maxillofacial Surgery Associates Inc Profit Sharing Plan reported $4M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,976 in Healthcare & Social Assistance (17,684 peers)
Oral & Maxillofacial Surgery Associates Inc multi-year trail
Oral & Maxillofacial Surgery Associates Inc's plans moved +29.5% in assets from 2022 to 2024; this filing shows Oral & Maxillofacial Surgery Associates Inc Profit Sharing Plan at $4M / 5 participants.
- #7,976
- in Healthcare & Social Assistance (17,684 peers)
- +13.7%
- assets growth YoY
Oral & Maxillofacial Surgery Associates Inc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Oral & Maxillofacial Surgery Associates Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,362,723 42nd percentile higher than 42% 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
Oral & Maxillofacial Surgery Associates Inc 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. Oral & Maxillofacial Surgery Associates Inc 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
- Oral & Maxillofacial Surgery Associates Inc Profit Sharing Plan reported net income rose from -$556K in the plan year 2022 filing to $524K in the plan year 2023 filing.
- Oral & Maxillofacial Surgery Associates Inc Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Oral & Maxillofacial Surgery Associates Inc Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 310812487 · Oral & Maxillofacial Surgery Associates Inc PY 2023 · 401(k)
Oral & Maxillofacial Surgery Associates Inc Profit Sharing Plan · $4M · 5 · 42nd
- PHOTO $4M
- PHOTO 5
- PHOTO 42nd
- PHOTO 401(k)
- PHOTO near Steve Shannon Tire Company Inc 401(k) Plan and Trust
- PHOTO ind #7976
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 Ohio →
Oral & Maxillofacial Surgery Associates Inc Profit Sharing Plan in the asset neighbourhood
Oral & Maxillofacial Surgery Associates Inc multi-year asset trail
Sponsor-wide plan assets over time
All Oral & Maxillofacial Surgery Associates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 29.53208512961915% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $4M |
| 2023 | 1 | 5 | $4M |
| 2024 | 1 | 5 | $5M |
Oral & Maxillofacial Surgery Associates Inc filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $524K |
| Employer EIN | 310812487 |
| Plan Effective Date | 1973-01-02 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Oral & Maxillofacial Surgery Associates Inc Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Steve Shannon Tire Company Inc 401(k) Plan and Trust in PA ($4M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.