401(k) · DOL Form 5500 · 2023

Oral Health Associates Sc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
17
Participants Small participant base
39th
Percentile by assets National rank
$222,771
Avg per participant Above avg balance/head
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Official DOL plan name: Oral Health Associates Sc 401(k) Profit Sharing Plan · Sponsored by Oral Health Associates Sc · Wisconsin · Healthcare & Social Assistance

$4M in assets, 17 participants

Oral Health Associates Sc's Oral Health Associates Sc 401(k) Profit Sharing Plan reported $4M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,364 in Healthcare & Social Assistance (17,684 peers)

Oral Health Associates Sc multi-year trail

Oral Health Associates Sc's plans moved -42.1% in assets from 2022 to 2023; this filing shows Oral Health Associates Sc 401(k) Profit Sharing Plan at $4M / 17 participants.

#7,364
in Healthcare & Social Assistance (17,684 peers)
-42.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oral Health Associates Sc 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oral Health Associates Sc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,787,103 39th percentile higher than 39% 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 Health Associates Sc 401(k) Profit Sharing 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 Health Associates Sc 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oral Health Associates Sc 401(k) Profit Sharing Plan reported net income fell from $361K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Oral Health Associates Sc 401(k) Profit Sharing Plan end-of-year assets fell from $7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Oral Health Associates Sc 401(k) Profit Sharing Plan reported participants fell from 21 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391391943 · Oral Health Associates Sc PY 2023 · 401(k)

Oral Health Associates Sc 401(k) Profit Sharing Plan · $4M · 17 · 39th

  • PHOTO $4M
  • PHOTO 17
  • PHOTO 39th
  • PHOTO 401(k)
  • PHOTO near Ouachita Regional Counseling and Mental Health Center, Inc. Retirement Plan
  • PHOTO ind #7364

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 Health Associates Sc 401(k) Profit Sharing Plan in the asset neighbourhood

Oral Health Associates Sc 401(k) Profit Sharing PlanOral Health Associates Sc 40…$4MOuachita Regional Counseling and Mental Health Center, Inc. Retirement PlanOuachita Regional Counseling…$4MSioux Nation 401(k) Plan$4MFocused Ultrasound Foundation 401(k) PlanFocused Ultrasound Foundatio…$4MBfm & Associates 401(k) Plan$4M
End-of-year total assets ($M) among Oral Health Associates Sc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oral Health Associates Sc multi-year asset trail

Sponsor-wide plan assets over time

All Oral Health Associates Sc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 42.05146614066069% vs 2022
2023 filing year
$3M$4M$5M$6M$7M 20222023 $6.54M $3.79M ▼ -42.0%
Year Plans Participants Total Assets
2022 1 21 $7M
2023 1 17 $4M

Oral Health Associates Sc filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$4M
Net Income-$3M
Employer EIN391391943
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Oral Health Associates Sc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Oral Health Associates Sc 401(k) Profit Sharing Plan, Total assets ($B): 0.003787103 · Participants: 17Oral Health Associates Sc 401(k) Profit Sharing 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 Health Associates Sc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Oral Health Associates Sc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oral Health Associates Sc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Ouachita Regional Counseling and Mental Health Center, Inc. Retirement Plan in AR ($4M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Health Associates Sc 401(k) Profit Sharing Plan assets move in 2023? ▼
Oral Health Associates Sc 401(k) Profit Sharing Plan contracted severely - down 42.1% during 2023, from $7M to $4M. Reported net income was -$3M.
How have Oral Health Associates Sc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Oral Health Associates Sc's sponsor-wide assets declined 42.1%, from $7M to $4M.
Which 401(k) plans are similar in size to Oral Health Associates Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ouachita Regional Counseling and Mental Health Center, Inc. Retirement Plan in AR ($4M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Oral Health Associates Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 391391943.

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.