401(k)
2023 plan-year 401(k) DOL Form 5500

Endodontic Practice Partners 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Endodontic Practice Partners LLC · Tennessee · Healthcare & Social Assistance

What the 2023 filing shows

Endodontic Practice Partners 401(k) Plan holds $6M for 403 participants — about $14,419 per participant.

$6M
total plan assets (2023 EOY)
403
covered participants
$14,419
avg assets per participant
$4M
reported net income
Total Assets (2023)
$6M
Participants
403
State
Industry
Healthcare & Social Assistance

What the Filing Says About Endodontic Practice Partners 401(k) Plan

Endodontic Practice Partners 401(k) Plan is a 401(k) retirement plan sponsored by Endodontic Practice Partners LLC, headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 403 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 854629791, and the plan has been effective since 2023-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to $6M at year-end. Net assets (after liabilities) closed the year at $6M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$4M
Plan Type401(k)
Employer EIN854629791
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Endodontic Practice Partners LLC)

Year Plans Participants Total Assets
2023 1 403 $6M
2024 1 488 $16M

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Frequently Asked Questions

How much money is in the Endodontic Practice Partners 401(k) Plan?
As of the 2023 Form 5500 filing, Endodontic Practice Partners 401(k) Plan holds $6M in total assets with 403 participants. It is sponsored by Endodontic Practice Partners LLC.
What type of plan is Endodontic Practice Partners 401(k) Plan?
Endodontic Practice Partners 401(k) Plan is a 401(k) plan. It has been effective since 2023-01-01. The plan is filed with the U.S. Department of Labor under EIN 854629791.
Who sponsors the Endodontic Practice Partners 401(k) Plan?
Endodontic Practice Partners 401(k) Plan is sponsored by Endodontic Practice Partners LLC, located in Tennessee. The sponsor's EIN is 854629791 and the plan operates in the Healthcare & Social Assistance industry.
How did Endodontic Practice Partners 401(k) Plan perform in 2023?
Endodontic Practice Partners 401(k) Plan held $6M in total assets at the end of 2023. Net income was $4M.
Where can I find official filings for Endodontic Practice Partners 401(k) Plan?
Official Form 5500 filings for Endodontic Practice Partners 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 854629791 or plan name at efast.dol.gov.
How does Endodontic Practice Partners 401(k) Plan compare to other plans?
You can compare Endodontic Practice Partners 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 854629791.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.