401(k) · DOL Form 5500 · 2024
Wellesley Oral & Maxillofacial Surgery Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $580,822
- Avg per participant High balance/head
Official DOL plan name: Wellesley Oral & Maxillofacial Surgery Associates, Inc. · Sponsored by Wellesley Oral & Maxillofacial Surgery Associates, Inc. · Massachusetts · Healthcare & Social Assistance
$3M in assets, 5 participants
Wellesley Oral & Maxillofacial Surgery Associates, Inc.'s Wellesley Oral & Maxillofacial Surgery Associates, Inc. reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #5,711 in Healthcare & Social Assistance (16,916 peers)
Wellesley Oral & Maxillofacial Surgery Associates, Inc. multi-year trail
Wellesley Oral & Maxillofacial Surgery Associates, Inc.'s plans moved +44.8% in assets from 2022 to 2024; this filing shows Wellesley Oral & Maxillofacial Surgery Associates, Inc. at $3M / 5 participants.
- #5,711
- in Healthcare & Social Assistance (16,916 peers)
- +22.7%
- assets growth YoY
Wellesley Oral & Maxillofacial Surgery Associates, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Wellesley Oral & Maxillofacial Surgery Associates, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,904,110 34th percentile higher than 34% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Wellesley Oral & Maxillofacial Surgery Associates, Inc. among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellesley Oral & Maxillofacial Surgery Associates, Inc. is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wellesley Oral & Maxillofacial Surgery Associates, Inc. reported net income rose from $361K in the plan year 2023 filing to $538K in the plan year 2024 filing.
- Wellesley Oral & Maxillofacial Surgery Associates, Inc. end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042449861 · Wellesley Oral & Maxillofacial Surgery Associates, Inc. PY 2024 · 401(k)
Wellesley Oral & Maxillofacial Surgery Associates, Inc. · $3M · 5 · 34th
- BOOK $3M
- VS-ST 5
- BOY 34th
- SCH 401(k)
- EBSA near Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust
- PART ind #5711
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 →
Wellesley Oral & Maxillofacial Surgery Associates, Inc. in the asset neighbourhood
Wellesley Oral & Maxillofacial Surgery Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Wellesley Oral & Maxillofacial Surgery Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 44.843536003527184% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $3M |
Wellesley Oral & Maxillofacial Surgery Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $538K |
| Employer EIN | 042449861 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Wellesley Oral & Maxillofacial Surgery Associates, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust in OR ($3M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.