401(k) · DOL Form 5500 · 2023

Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
40
Participants Small participant base
72nd
Percentile by assets National rank
$482,574
Avg per participant High balance/head
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Official DOL plan name: Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan · Sponsored by Oral & Maxillofacial Surgery Associates, Ltd. · Wisconsin · Healthcare & Social Assistance

$19M in assets, 40 participants

Oral & Maxillofacial Surgery Associates, Ltd.'s Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan reported $19M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,528 in Healthcare & Social Assistance (17,684 peers)

Oral & Maxillofacial Surgery Associates, Ltd. multi-year trail

Oral & Maxillofacial Surgery Associates, Ltd.'s plans moved +33.4% in assets from 2022 to 2024; this filing shows Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan at $19M / 40 participants.

#13,528
in Healthcare & Social Assistance (17,684 peers)
+14.3%
assets growth YoY

Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan's outsized position by total assets

Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan vs every filed plan by assets

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

$19,302,963 Top 28% higher than 72% 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

Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan among smaller 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, Ltd. 401(k) Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan reported participants rose from 38 in the plan year 2022 filing to 40 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391169958 · Oral & Maxillofacial Surgery Associates, Ltd. PY 2023 · 401(k)

Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan · $19M · 40 · 72nd

  • TYPE $19M
  • TYPE 40
  • TYPE 72nd
  • TYPE 401(k)
  • TYPE near Kitson & Partners Management Services, Inc. 401(k) Plan
  • TYPE ind #13528

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 Wisconsin →

Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan in the asset neighbourhood

Dcs Pep 401(k) Profit Sharing PlanDcs Pep 401(k) Profit Sharin…$19MTwin City Motors, Inc. Asset Accumulation 401(k) Retirement PlanTwin City Motors, Inc. Asset…$19MOral & Maxillofacial Surgery Associates, Ltd. 401(k) PlanOral & Maxillofacial Surgery…$19MKitson & Partners Management Services, Inc. 401(k) PlanKitson & Partners Management…$19MMulticultural Radio Broadcasting 401(k) Savings PlanMulticultural Radio Broadcas…$19M
End-of-year total assets ($M) among Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oral & Maxillofacial Surgery Associates, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Oral & Maxillofacial Surgery Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.43922999608507% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.9M $22.5M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 38 $17M
2023 1 40 $19M
2024 1 47 $23M

Oral & Maxillofacial Surgery Associates, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN391169958
Plan Effective Date1972-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan, Total assets ($B): 0.019302963 · Participants: 40Oral & Maxillofacial Surgery Associates, Ltd. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan side-by-side with 3 peers →

Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kitson & Partners Management Services, Inc. 401(k) Plan in FL ($19M); by covered participants it is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan assets move in 2023? ▼
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan grew at a solid clip - up 14.3% during 2023, from $17M to $19M. Reported net income was $2M.
How have Oral & Maxillofacial Surgery Associates, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oral & Maxillofacial Surgery Associates, Ltd.'s sponsor-wide assets grew 33.4%, from $17M to $23M.
Which 401(k) plans are similar in size to Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kitson & Partners Management Services, Inc. 401(k) Plan in FL ($19M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants, $3M 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 391169958.

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.