401(k) · DOL Form 5500 · 2024
Orlando Oral & Facial Surgery, PLLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $70,556
- Avg per participant Below avg balance/head
Official DOL plan name: Orlando Oral & Facial Surgery, PLLC 401(k) Profit Sharing Plan and Trust · Sponsored by Orlando Oral & Facial Surgery, PLLC · Florida · Healthcare & Social Assistance
$3M in assets, 46 participants
Orlando Oral & Facial Surgery, PLLC's Orlando Oral & Facial Surgery, PLLC 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,023 in Healthcare & Social Assistance (16,916 peers)
Orlando Oral & Facial Surgery, PLLC multi-year trail
Orlando Oral & Facial Surgery, PLLC's plans moved +49.9% in assets from 2022 to 2024; this filing shows Orlando Oral & Facial Surgery, PLLC 401(k) Profit Sharing Plan and Trust at $3M / 46 participants.
- #6,023
- in Healthcare & Social Assistance (16,916 peers)
- +23.2%
- assets growth YoY
Orlando Oral & Facial Surgery, PLLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Orlando Oral & Facial Surgery, PLLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,245,568 35th percentile higher than 35% 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
Orlando Oral & Facial Surgery, PLLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orlando Oral & Facial Surgery, PLLC 401(k) Profit Sharing Plan and Trust is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orlando Oral & Facial Surgery, PLLC 401(k) Profit Sharing Plan and Trust reported net income rose from $469K in the plan year 2023 filing to $611K in the plan year 2024 filing.
- Orlando Oral & Facial Surgery, PLLC 401(k) Profit Sharing Plan and Trust reported participants rose from 37 in the plan year 2023 filing to 46 in the plan year 2024 filing.
- Orlando Oral & Facial Surgery, PLLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 460796483 · Orlando Oral & Facial Surgery, PLLC PY 2024 · 401(k)
Orlando Oral & Facial Surgery, PLLC 401(k) Profit Sharing Plan and Trust · $3M · 46 · 35th
- EBSA $3M
- PART 46
- TYPE 35th
- NET 401(k)
- BOOK near The Retirement Savings Plan for Employees of the Country Club of New Canaan
- VS-ST ind #6023
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 →
Orlando Oral & Facial Surgery, PLLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Orlando Oral & Facial Surgery, PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Orlando Oral & Facial Surgery, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 49.8796785331818% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $2M |
| 2023 | 1 | 37 | $3M |
| 2024 | 1 | 46 | $3M |
Orlando Oral & Facial Surgery, PLLC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $611K |
| Employer EIN | 460796483 |
| Plan Effective Date | 2006-06-19 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Orlando Oral & Facial Surgery, PLLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is The Retirement Savings Plan for Employees of the Country Club of New Canaan in CT ($3M); by covered participants it is Westan Insurance Group 401(k) Plan in TN (46 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 (46 participants); asset peers above are excluded.
- Westan Insurance Group 401(k) Plan (TN) 46 · 0 off
- Lucrumare Inc. 401(k) Plan (IL) 46 · 0 off
- Fairfax Christian School Inc 401(k) Profit Sharing Plan & Trust (VA) 46 · 0 off
- Argyle Fire District 401(k) Plan (TX) 46 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.