401(k) · DOL Form 5500 · 2023

Southern Orthodontic Partners Management, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
637
Participants Below avg headcount
73rd
Percentile by assets National rank
$32,453
Avg per participant Low balance/head
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Official DOL plan name: Southern Orthodontic Partners 401(k) Plan · Sponsored by Southern Orthodontic Partners Management, LLC · Tennessee · Professional & Technical Services

$21M in assets, 637 participants

Southern Orthodontic Partners Management, LLC's Southern Orthodontic Partners 401(k) Plan reported $21M in total assets and 637 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,868 in Professional & Technical Services (20,321 peers)

Southern Orthodontic Partners Management, LLC multi-year trail

Southern Orthodontic Partners Management, LLC's plans moved +151.7% in assets from 2022 to 2024; this filing shows Southern Orthodontic Partners 401(k) Plan at $21M / 637 participants.

#14,868
in Professional & Technical Services (20,321 peers)
+72.8%
assets growth YoY

Southern Orthodontic Partners 401(k) Plan's outsized position by total assets

Southern Orthodontic Partners 401(k) Plan vs every filed plan by assets

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

$20,672,710 Top 27% higher than 73% 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

Southern Orthodontic Partners 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Orthodontic Partners 401(k) Plan sits mid-pack in the medium band (637 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Orthodontic Partners 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Southern Orthodontic Partners 401(k) Plan reported net income rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Southern Orthodontic Partners 401(k) Plan reported participants rose from 523 in the plan year 2022 filing to 637 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 841833465 · Southern Orthodontic Partners Management, LLC PY 2023 · 401(k)

Southern Orthodontic Partners 401(k) Plan · $21M · 637 · 73rd

  • EIN $21M
  • RANK 637
  • PHOTO 73rd
  • IND 401(k)
  • EOY near Simplehuman 401(k) Plan
  • 5500 ind #14868

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Southern Orthodontic Partners 401(k) Plan in the asset neighbourhood

Southern Orthodontic Partners 401(k) PlanSouthern Orthodontic Partner…$21MSimplehuman 401(k) Plan$21MEntech Engineering, Inc. 401(k) PlanEntech Engineering, Inc. 401…$21MHospitalists Services of Alabama, LLC Retirement Savings PlanHospitalists Services of Ala…$21MProck Marine Company Employee Stock Ownership 401(k) PlanProck Marine Company Employe…$21M
End-of-year total assets ($M) among Southern Orthodontic Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southern Orthodontic Partners Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southern Orthodontic Partners Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 151.65459972621593% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $12M $30.1M ▲ +151.7%
Year Plans Participants Total Assets
2022 1 523 $12M
2023 1 637 $21M
2024 1 790 $30M

Southern Orthodontic Partners Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$21M
Net Income$9M
Employer EIN841833465
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Southern Orthodontic Partners 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Southern Orthodontic Partners 401(k) Plan, Total assets ($B): 0.02067271 · Participants: 637Southern Orthodontic Partners 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Southern Orthodontic Partners 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southern Orthodontic Partners 401(k) Plan side-by-side with 3 peers →

Southern Orthodontic Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Simplehuman 401(k) Plan in CA ($21M); by covered participants it is Clune Construction Company 401(k) Retirement Plan in IL (637 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (637 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 Southern Orthodontic Partners 401(k) Plan assets move in 2023? ▼
Southern Orthodontic Partners 401(k) Plan surged - up 72.8% during 2023, from $12M to $21M. Reported net income was $9M.
How have Southern Orthodontic Partners Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Orthodontic Partners Management, LLC's sponsor-wide assets grew 151.7%, from $12M to $30M.
Which 401(k) plans are similar in size to Southern Orthodontic Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simplehuman 401(k) Plan in CA ($21M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Southern Orthodontic Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clune Construction Company 401(k) Retirement Plan in IL (637 participants, $59M 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 841833465.

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.