401(k) · DOL Form 5500 · 2023

Smile Doctors, LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
3,093
Participants Above avg headcount
81st
Percentile by assets National rank
$11,275
Avg per participant Low balance/head
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Official DOL plan name: Smile Doctors Retirement Plan · Sponsored by Smile Doctors, LLC · Texas · Healthcare & Social Assistance

$35M in assets, 3,093 participants

Smile Doctors, LLC's Smile Doctors Retirement Plan reported $35M in total assets and 3,093 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,871 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Smile Doctors Retirement Plan covers 3,093 participants in Texas, 4.5x the typical Texas plan (state average ~688 per filing). Assets: $35M.

#14,871
in Healthcare & Social Assistance (17,684 peers)
+96.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Smile Doctors Retirement Plan's outsized position by total assets

Smile Doctors Retirement Plan vs every filed plan by assets

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

$34,873,270 Top 19% higher than 81% 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

Smile Doctors 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. Smile Doctors Retirement Plan lands in the large band (3,093 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smile Doctors Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Smile Doctors Retirement Plan reported net income rose from $10M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Smile Doctors Retirement Plan reported participants rose from 2,392 in the plan year 2022 filing to 3,093 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 473435755 · Smile Doctors, LLC PY 2023 · 401(k)

Smile Doctors Retirement Plan · $35M · 3,093 · 81st

  • BOOK $35M
  • BOOK 3,093
  • BOOK 81st
  • BOOK 401(k)
  • BOOK near Mcmahon Associates, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #14871

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 →

Smile Doctors Retirement Plan in the asset neighbourhood

Mcmahon Associates, Inc. 401(k) Profit Sharing PlanMcmahon Associates, Inc. 401…$35MCutera, Inc. 401(k) Plan$35MWestern Nevada Supply Company 401(k) PlanWestern Nevada Supply Compan…$35MSmile Doctors Retirement Plan$35MAcnb Bank Salary Savings Plan$35M
End-of-year total assets ($M) among Smile Doctors Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$35M
Net Income$17M
Employer EIN473435755
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smile Doctors, LLC)

Sponsor-wide plan assets over time

All Smile Doctors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 190.2183121178163% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $17.8M $51.5M ▲ +190.2%
Year Plans Participants Total Assets
2022 1 2,392 $18M
2023 1 3,093 $35M
2024 1 3,508 $52M

Nearby 401(k) Plans in Texas

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

Smile Doctors Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Smile Doctors Retirement Plan, Total assets ($B): 0.03487327 · Participants: 3093Smile Doctors Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Smile Doctors Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Smile Doctors Retirement Plan side-by-side with 3 peers →

Smile Doctors Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mcmahon Associates, Inc. 401(k) Profit Sharing Plan in WI ($35M); by covered participants it is University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan in WI (3,093 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,093 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 Smile Doctors Retirement Plan assets move in 2023? ▼
Smile Doctors Retirement Plan surged - up 96.5% during 2023, from $18M to $35M. Reported net income was $17M.
How have Smile Doctors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smile Doctors, LLC's sponsor-wide assets grew 190.2%, from $18M to $52M.
Where does Smile Doctors Retirement Plan rank by assets among Form 5500 filers? ▼
Smile Doctors Retirement Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Smile Doctors Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcmahon Associates, Inc. 401(k) Profit Sharing Plan in WI ($35M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Smile Doctors Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan in WI (3,093 participants, $669M 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 473435755.

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.