401(k) · DOL Form 5500 · 2024

U.S. Oral Surgery Management, LLC 401(k) Plan

Data updated 2026-08-25

$238M
Total assets Near avg plan size
1,971
Participants Near avg headcount
95th
Percentile by assets National rank
$120,711
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: U.S. Oral Surgery Management, LLC Retirement Plan · Sponsored by U.S. Oral Surgery Management, LLC · Texas · Healthcare & Social Assistance

$238M in assets, 1,971 participants

U.S. Oral Surgery Management, LLC's U.S. Oral Surgery Management, LLC Retirement Plan reported $238M in total assets and 1,971 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,137 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

U.S. Oral Surgery Management, LLC Retirement Plan covers 1,971 participants in Texas, 2.9x the typical Texas plan (state average ~688 per filing). Assets: $238M.

#16,137
in Healthcare & Social Assistance (16,916 peers)
+23.5%
assets growth YoY
2.4×
vs typical plan assets (national mean)

U.S. Oral Surgery Management, LLC Retirement Plan's outsized position by total assets

U.S. Oral Surgery Management, LLC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$237,921,616 Top 5% higher than 95% of 123,620 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 2024

U.S. Oral Surgery Management, LLC Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.S. Oral Surgery Management, LLC Retirement Plan lands in the large band (1,971 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U.S. Oral Surgery Management, LLC Retirement Plan reported participants rose from 1,226 in the plan year 2023 filing to 1,971 in the plan year 2024 filing.
  • U.S. Oral Surgery Management, LLC Retirement Plan reported net income fell from $45M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • U.S. Oral Surgery Management, LLC Retirement Plan end-of-year assets rose from $193M in the plan year 2023 filing to $238M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 822416013 · U.S. Oral Surgery Management, LLC PY 2024 · 401(k)

U.S. Oral Surgery Management, LLC Retirement Plan · $238M · 1,971 · 95th

  • EOY $238M
  • EOY 1,971
  • EOY 95th
  • EOY 401(k)
  • EOY near Sew-Eurodrive, Inc. Profit Sharing/401(k) Retirement Plan
  • EOY ind #16137

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 Texas →

U.S. Oral Surgery Management, LLC Retirement Plan in the asset neighbourhood

Jsi Research & Training Institute, Inc. 401(k) PlanJsi Research & Training Inst…$238MSew-Eurodrive, Inc. Profit Sharing/401(k) Retirement PlanSew-Eurodrive, Inc. Profit S…$238MU.S. Oral Surgery Management, LLC Retirement PlanU.S. Oral Surgery Management…$238MRidgeview Medical Center, Inc. Retirement Savings PlanRidgeview Medical Center, In…$238MColumbus Mckinnon Corporation Thrift 401(k) PlanColumbus Mckinnon Corporatio…$238M
End-of-year total assets ($M) among U.S. Oral Surgery Management, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$238M
Net Income$33M
Employer EIN822416013
Plan Effective Date1971-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Oral Surgery Management, LLC)

Sponsor-wide plan assets over time

All U.S. Oral Surgery Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$238M 101.5801806411172% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $118M $238M ▲ +101.6%
Year Plans Participants Total Assets
2022 1 1,204 $118M
2023 1 1,226 $193M
2024 1 1,971 $238M

Nearby 401(k) Plans in Texas

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

U.S. Oral Surgery Management, LLC Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants U.S. Oral Surgery Management, LLC Retirement Plan, Total assets ($B): 0.237921616 · Participants: 1971U.S. Oral Surgery Management, LLC Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
U.S. Oral Surgery Management, LLC Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare U.S. Oral Surgery Management, LLC Retirement Plan side-by-side with 3 peers →

U.S. Oral Surgery Management, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sew-Eurodrive, Inc. Profit Sharing/401(k) Retirement Plan in SC ($238M); by covered participants it is Pkf O'connor Davies 401(k) Savings & Retirement Plan in NY (1,971 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,971 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did U.S. Oral Surgery Management, LLC Retirement Plan assets move in 2024? ▼
U.S. Oral Surgery Management, LLC Retirement Plan grew sharply - up 23.5% during 2024, from $193M to $238M. Reported net income was $33M.
How have U.S. Oral Surgery Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Oral Surgery Management, LLC's sponsor-wide assets grew 101.6%, from $118M to $238M.
Where does U.S. Oral Surgery Management, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
U.S. Oral Surgery Management, LLC Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to U.S. Oral Surgery Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sew-Eurodrive, Inc. Profit Sharing/401(k) Retirement Plan in SC ($238M, 1,050 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Oral Surgery Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pkf O'connor Davies 401(k) Savings & Retirement Plan in NY (1,971 participants, $336M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822416013.

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.