Profit Sharing · DOL Form 5500 · 2023

Beacon Oral Specialists Management LLC Profit Sharing Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
953
Participants Near avg headcount
84th
Percentile by assets National rank
$43,807
Avg per participant Low balance/head
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Official DOL plan name: Beacon Oral Specialists 401(k) Plan · Sponsored by Beacon Oral Specialists Management LLC · Texas · Healthcare & Social Assistance

$42M in assets, 953 participants

Beacon Oral Specialists Management LLC's Beacon Oral Specialists 401(k) Plan reported $42M in total assets and 953 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,208 in Healthcare & Social Assistance (17,684 peers)

Where Beacon Oral Specialists 401(k) Plan sits by assets

Beacon Oral Specialists 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 953 participants (~$43,807/participant), up 27.8% in 2023.

#15,208
in Healthcare & Social Assistance (17,684 peers)
+27.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Beacon Oral Specialists 401(k) Plan's outsized position by total assets

Beacon Oral Specialists 401(k) Plan vs every filed plan by assets

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

$41,748,497 Top 16% higher than 84% 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

Beacon Oral Specialists 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. Beacon Oral Specialists 401(k) Plan sits mid-pack in the medium band (953 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beacon Oral Specialists 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Beacon Oral Specialists 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Beacon Oral Specialists 401(k) Plan reported participants rose from 863 in the plan year 2022 filing to 953 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 851997699 · Beacon Oral Specialists Management LLC PY 2023 · Profit Sharing

Beacon Oral Specialists 401(k) Plan · $42M · 953 · 84th

  • IND $42M
  • IND 953
  • IND 84th
  • IND Profit Sharing
  • IND near Ironworkers Local 808 Annuity Fund
  • IND ind #15208

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 →

Beacon Oral Specialists 401(k) Plan in the asset neighbourhood

Wayne Unc 401(a) Plan$42MDerrickmens Annuity Fund, Local 197Derrickmens Annuity Fund, Lo…$42MBeacon Oral Specialists 401(k) PlanBeacon Oral Specialists 401(…$42MIronworkers Local 808 Annuity FundIronworkers Local 808 Annuit…$42MChild Trends 403(b) Plan$42M
End-of-year total assets ($M) among Beacon Oral Specialists 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$42M
Net Income$9M
Employer EIN851997699
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beacon Oral Specialists Management LLC)

Sponsor-wide plan assets over time

All Beacon Oral Specialists Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 65.1614354165762% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.7M $54M ▲ +65.1%
Year Plans Participants Total Assets
2022 1 863 $33M
2023 1 953 $42M
2024 1 920 $54M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Beacon Oral Specialists 401(k) Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Beacon Oral Specialists 401(k) Plan, Total assets ($B): 0.041748497 · Participants: 953Beacon Oral Specialists 401(k) PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Beacon Oral Specialists 401(k) Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Beacon Oral Specialists 401(k) Plan side-by-side with 3 peers →

Beacon Oral Specialists 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Ironworkers Local 808 Annuity Fund in TN ($42M); by covered participants it is Boston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates in PR (952 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (953 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 Beacon Oral Specialists 401(k) Plan assets move in 2023? ▼
Beacon Oral Specialists 401(k) Plan grew sharply - up 27.8% during 2023, from $33M to $42M. Reported net income was $9M.
How have Beacon Oral Specialists Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Oral Specialists Management LLC's sponsor-wide assets grew 65.2%, from $33M to $54M.
Where does Beacon Oral Specialists 401(k) Plan rank by assets among Form 5500 filers? ▼
Beacon Oral Specialists 401(k) Plan ranks in the 84th 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 Profit Sharing plans are similar in size to Beacon Oral Specialists 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ironworkers Local 808 Annuity Fund in TN ($42M, 637 participants).
Which Profit Sharing plans cover a similar participant headcount to Beacon Oral Specialists 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Boston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates in PR (952 participants, $93M 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 851997699.

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.