401(k) · DOL Form 5500 · 2023

Simply Dental Management, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
277
Participants Below avg headcount
48th
Percentile by assets National rank
$21,292
Avg per participant Low balance/head
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Official DOL plan name: Simply Orthodontics 401(k) Retirement Plan · Sponsored by Simply Dental Management, Inc. · Massachusetts · Healthcare & Social Assistance

$6M in assets, 277 participants

Simply Dental Management, Inc.'s Simply Orthodontics 401(k) Retirement Plan reported $6M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,238 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Simply Orthodontics 401(k) Retirement Plan covers 277 participants in Massachusetts, about 42% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#9,238
in Healthcare & Social Assistance (17,684 peers)
+51.5%
assets growth YoY

Simply Orthodontics 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Simply Orthodontics 401(k) Retirement Plan vs every filed plan by assets

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

$5,897,954 48th percentile higher than 48% 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

Simply Orthodontics 401(k) Retirement 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. Simply Orthodontics 401(k) Retirement Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simply Orthodontics 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Simply Orthodontics 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Simply Orthodontics 401(k) Retirement Plan reported participants rose from 262 in the plan year 2022 filing to 277 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 473738355 · Simply Dental Management, Inc. PY 2023 · 401(k)

Simply Orthodontics 401(k) Retirement Plan · $6M · 277 · 48th

  • NET $6M
  • BOOK 277
  • VS-ST 48th
  • BOY 401(k)
  • SCH near Novoed 401(k) Plan
  • EBSA ind #9238

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 Massachusetts →

Simply Orthodontics 401(k) Retirement Plan in the asset neighbourhood

Simply Orthodontics 401(k) Retirement PlanSimply Orthodontics 401(k) R…$6MNovoed 401(k) Plan$6MCorporate Interiors, Inc. 401(k) PlanCorporate Interiors, Inc. 40…$6MSievers Equipment Company 401(k) Profit Sharing Plan and TrustSievers Equipment Company 40…$6M401(k) Profit Sharing Plan of Community Action Committee of the Lehigh Valley, Inc.401(k) Profit Sharing Plan o…$6M
End-of-year total assets ($M) among Simply Orthodontics 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN473738355
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simply Dental Management, Inc.)

Sponsor-wide plan assets over time

All Simply Dental Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 65.73832416347173% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.89M $6.45M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 262 $4M
2023 1 277 $6M
2024 1 281 $6M

Nearby 401(k) Plans in Massachusetts

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

Simply Orthodontics 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Simply Orthodontics 401(k) Retirement Plan, Total assets ($B): 0.005897954 · Participants: 277Simply Orthodontics 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Simply Orthodontics 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Simply Orthodontics 401(k) Retirement Plan side-by-side with 3 peers →

Simply Orthodontics 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Novoed 401(k) Plan in CA ($6M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Simply Orthodontics 401(k) Retirement Plan assets move in 2023? ▼
Simply Orthodontics 401(k) Retirement Plan surged - up 51.5% during 2023, from $4M to $6M. Reported net income was $2M.
How have Simply Dental Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simply Dental Management, Inc.'s sponsor-wide assets grew 65.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Simply Orthodontics 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novoed 401(k) Plan in CA ($6M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Simply Orthodontics 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (277 participants, $3M 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 473738355.

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.