Profit Sharing · DOL Form 5500 · 2023

Southern Dental Associates PA Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
22
Participants Small participant base
52nd
Percentile by assets National rank
$335,208
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern Dental Assoc 401(k) Psp · Sponsored by Southern Dental Associates PA · Florida · Healthcare & Social Assistance

$7M in assets, 22 participants

Southern Dental Associates PA's Southern Dental Assoc 401(k) Psp reported $7M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,147 in Healthcare & Social Assistance (17,684 peers)

Southern Dental Associates PA multi-year trail

Southern Dental Associates PA's plans moved +29.6% in assets from 2022 to 2024; this filing shows Southern Dental Assoc 401(k) Psp at $7M / 22 participants.

#10,147
in Healthcare & Social Assistance (17,684 peers)
+13.4%
assets growth YoY

Southern Dental Assoc 401(k) Psp's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southern Dental Assoc 401(k) Psp vs every filed plan by assets

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

$7,374,568 Top 48% higher than 52% 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 Dental Assoc 401(k) Psp among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Dental Assoc 401(k) Psp is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Dental Assoc 401(k) Psp reported net income rose from -$1M in the plan year 2022 filing to $870K in the plan year 2023 filing.
  • Southern Dental Assoc 401(k) Psp end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 592915275 · Southern Dental Associates PA PY 2023 · Profit Sharing

Southern Dental Assoc 401(k) Psp · $7M · 22 · 52nd

  • PHOTO $7M
  • IND 22
  • EOY 52nd
  • 5500 Profit Sharing
  • ASSETS near Edesia Inc. Retirement Savings Plan
  • PCT ind #10147

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 Florida →

Southern Dental Assoc 401(k) Psp in the asset neighbourhood

The Charles Stube Company Inc. Profit Sharing PlanThe Charles Stube Company In…$7MPand Corporation Profit Sharing PlanPand Corporation Profit Shar…$7MSouthern Dental Assoc 401(k) PspSouthern Dental Assoc 401(k)…$7MEdesia Inc. Retirement Savings PlanEdesia Inc. Retirement Savin…$7MExterior Design, Inc. Profit Sharing PlanExterior Design, Inc. Profit…$7M
End-of-year total assets ($M) among Southern Dental Assoc 401(k) Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Southern Dental Associates PA multi-year asset trail

Sponsor-wide plan assets over time

All Southern Dental Associates PA plans reported in each filing year

Latest sponsor-wide plan assets
$8M 29.57979870591167% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.5M $8.43M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 22 $7M
2023 1 22 $7M
2024 1 22 $8M

Southern Dental Associates PA filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$870K
Employer EIN592915275
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Southern Dental Assoc 401(k) Psp vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Southern Dental Assoc 401(k) Psp, Total assets ($B): 0.007374568 · Participants: 22Southern Dental Assoc 401(k) PspRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Southern Dental Assoc 401(k) Psp vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Southern Dental Assoc 401(k) Psp side-by-side with 3 peers →

Southern Dental Assoc 401(k) Psp's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Edesia Inc. Retirement Savings Plan in RI ($7M); by covered participants it is More 2 Life Inc. Retirement Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Dental Assoc 401(k) Psp assets move in 2023? ▼
Southern Dental Assoc 401(k) Psp grew at a solid clip - up 13.4% during 2023, from $7M to $7M. Reported net income was $870K.
How have Southern Dental Associates PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Dental Associates PA's sponsor-wide assets grew 29.6%, from $7M to $8M.
Which Profit Sharing plans are similar in size to Southern Dental Assoc 401(k) Psp? ▼
Among Profit Sharing plans in other states, the closest by assets is Edesia Inc. Retirement Savings Plan in RI ($7M, 126 participants).
Which Profit Sharing plans cover a similar participant headcount to Southern Dental Assoc 401(k) Psp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is More 2 Life Inc. Retirement Plan in NY (22 participants, N/A 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 592915275.

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.