Profit Sharing · DOL Form 5500 · 2023

Beacon Oral Specialists Management LLC Profit Sharing Plan

Data updated 2026-08-11

$42M
Total assets
953
Participants
84th
Percentile by assets
$43,807
Avg per participant
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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.

  • 84th percentile by assets (of 127,072 plans)
  • #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.

$42M
total plan assets (2023 EOY)
953
covered participants
84th
percentile by assets (of 127,072 plans)
$43,807
avg assets per participant

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 →

State
Texas
Industry
Healthcare & Social Assistance

Beacon Oral Specialists 401(k) Plan vs the 2023 asset distribution

By assets, Beacon Oral Specialists 401(k) Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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)

$30M$40M$50M$60M 202220232024 $32.7M $54M ▲ +65.1%
Total plan assets by year, all Beacon Oral Specialists Management LLC plans on file
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

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 Speciali…Southwest Airlines C…Baylor College of Me…H-E-B Partner Stock …The Defined Contribu…American Heart Assoc…
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 →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Beacon Oral Specialists 401(k) Plan by total assets, not by location.

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).

Next read for Beacon Oral Specialists 401(k) Plan

Scale reading

Ways to act on Beacon Oral Specialists 401(k) Plan's numbers.

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.