401(k) · DOL Form 5500 · 2023

Carbon Oral Surgery Associates PC 401(k) Plan

Data updated 2026-08-25

$821K
Total assets Small plan by assets
5
Participants Small participant base
22nd
Percentile by assets National rank
$164,128
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carbon Oral Associates PC 401(k) Retirement Plan · Sponsored by Carbon Oral Surgery Associates PC · Pennsylvania · Healthcare & Social Assistance

$821K in assets, 5 participants

Carbon Oral Surgery Associates PC's Carbon Oral Associates PC 401(k) Retirement Plan reported $821K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,095 in Healthcare & Social Assistance (17,684 peers)

Carbon Oral Surgery Associates PC multi-year trail

Carbon Oral Surgery Associates PC's plans moved +24.9% in assets from 2022 to 2024; this filing shows Carbon Oral Associates PC 401(k) Retirement Plan at $821K / 5 participants.

#3,095
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY

Carbon Oral Associates PC 401(k) Retirement Plan among the smaller filed plans by assets

Carbon Oral Associates PC 401(k) Retirement Plan vs every filed plan by assets

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

$820,638 22nd percentile higher than 22% 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

Carbon Oral Associates PC 401(k) Retirement 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. Carbon Oral Associates PC 401(k) Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carbon Oral Associates PC 401(k) Retirement Plan reported net income rose from -$26K in the plan year 2022 filing to $133K in the plan year 2023 filing.
  • Carbon Oral Associates PC 401(k) Retirement Plan end-of-year assets rose from $688K in the plan year 2022 filing to $821K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222301622 · Carbon Oral Surgery Associates PC PY 2023 · 401(k)

Carbon Oral Associates PC 401(k) Retirement Plan · $821K · 5 · 22nd

  • NET $821K
  • BOOK 5
  • VS-ST 22nd
  • BOY 401(k)
  • SCH near Benhaba Inc. 401(k) Plan
  • EBSA ind #3095

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 Pennsylvania →

Carbon Oral Associates PC 401(k) Retirement Plan in the asset neighbourhood

Carbon Oral Associates PC 401(k) Retirement PlanCarbon Oral Associates PC 40…$821KBenhaba Inc. 401(k) Plan$821KCherry Creek Educators Retirement PlanCherry Creek Educators Retir…$821KNotthewolf Retirement Plan$821KJessup & Associates, Inc. Safe Harbor 401(k) PlanJessup & Associates, Inc. Sa…$820K
End-of-year total assets ($M) among Carbon Oral Associates PC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carbon Oral Surgery Associates PC multi-year asset trail

Sponsor-wide plan assets over time

All Carbon Oral Surgery Associates PC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.937073942637333% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.9M $3.63M ▲ +25.2%
Year Plans Participants Total Assets
2022 2 14 $3M
2023 2 15 $3M
2024 2 14 $4M

Carbon Oral Surgery Associates PC filing trail (2023)

Total Assets (Beginning of Year)$688K
Net Assets (End of Year)$821K
Net Income$133K
Employer EIN222301622
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Carbon Oral Associates PC 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Carbon Oral Associates PC 401(k) Retirement Plan, Total assets ($B): 0.000820638 · Participants: 5Carbon Oral Associates PC 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Carbon Oral Associates PC 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Carbon Oral Associates PC 401(k) Retirement Plan side-by-side with 3 peers →

Carbon Oral Associates PC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Benhaba Inc. 401(k) Plan in WA ($821K); 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 ($821K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Carbon Oral Associates PC 401(k) Retirement Plan assets move in 2023? ▼
Carbon Oral Associates PC 401(k) Retirement Plan grew sharply - up 19.4% during 2023, from $688K to $821K. Reported net income was $133K.
How have Carbon Oral Surgery Associates PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carbon Oral Surgery Associates PC's sponsor-wide assets grew 24.9%, from $3M to $4M.
Where does Carbon Oral Associates PC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Carbon Oral Associates PC 401(k) Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carbon Oral Associates PC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Benhaba Inc. 401(k) Plan in WA ($821K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Carbon Oral Associates PC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 222301622.

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.