Profit Sharing · DOL Form 5500 · 2024

Beacon Oral Specialists Management LLC Profit Sharing Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
920
Participants Near avg headcount
85th
Percentile by assets National rank
$58,663
Avg per participant Low balance/head
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Official DOL plan name: Beacon Oral Specialists 401(k) Plan · Sponsored by Beacon Oral Specialists Management LLC · Texas · Healthcare & Social Assistance

$54M in assets, 920 participants

Beacon Oral Specialists Management LLC's Beacon Oral Specialists 401(k) Plan reported $54M in total assets and 920 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,751 in Healthcare & Social Assistance (16,916 peers)

Where Beacon Oral Specialists 401(k) Plan sits by assets

Beacon Oral Specialists 401(k) Plan sits in the top quartile of all filed plans by assets, $54M for 920 participants (~$58,663/participant), up 29.3% in 2024.

#14,751
in Healthcare & Social Assistance (16,916 peers)
+29.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Beacon Oral Specialists 401(k) Plan's outsized position by total assets

Beacon Oral Specialists 401(k) Plan vs every filed plan by assets

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

$53,970,415 Top 15% higher than 85% 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

Beacon Oral Specialists 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beacon Oral Specialists 401(k) Plan sits mid-pack in the medium band (920 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beacon Oral Specialists 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Beacon Oral Specialists 401(k) Plan end-of-year assets rose from $42M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Beacon Oral Specialists 401(k) Plan reported participants fell from 953 in the plan year 2023 filing to 920 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 851997699 · Beacon Oral Specialists Management LLC PY 2024 · Profit Sharing

Beacon Oral Specialists 401(k) Plan · $54M · 920 · 85th

  • PCT $54M
  • EIN 920
  • RANK 85th
  • PHOTO Profit Sharing
  • IND near Otis College of Art and Design 403(b) Retirement Plan
  • EOY ind #14751

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 →

Beacon Oral Specialists 401(k) Plan in the asset neighbourhood

Iron Workers District Council of Western New York and Vicinity Annuity FundIron Workers District Counci…$54MBeacon Oral Specialists 401(k) PlanBeacon Oral Specialists 401(…$54MOtis College of Art and Design 403(b) Retirement PlanOtis College of Art and Desi…$54MHeifer International 403(b) PlanHeifer International 403(b) …$54MRegional District Council Retirement PlanRegional District Council Re…$54M
End-of-year total assets ($M) among Beacon Oral Specialists 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$54M
Net Income$12M
Employer EIN851997699
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beacon Oral Specialists Management LLC)

Sponsor-wide plan assets over time

All Beacon Oral Specialists Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 65.1614354165762% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.7M $54M ▲ +65.1%
Year Plans Participants Total Assets
2022 1 863 $33M
2023 1 953 $42M
2024 1 920 $54M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Beacon Oral Specialists 401(k) Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Beacon Oral Specialists 401(k) Plan, Total assets ($B): 0.053970415 · Participants: 920Beacon Oral Specialists 401(k) PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Beacon Oral Specialists 401(k) Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Beacon Oral Specialists 401(k) Plan side-by-side with 3 peers →

Beacon Oral Specialists 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Otis College of Art and Design 403(b) Retirement Plan in CA ($54M); by covered participants it is Teamsters Local Union 500 - Severance Trust Fund in NJ (918 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (920 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 Beacon Oral Specialists 401(k) Plan assets move in 2024? ▼
Beacon Oral Specialists 401(k) Plan grew sharply - up 29.3% during 2024, from $42M to $54M. Reported net income was $12M.
How have Beacon Oral Specialists Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Oral Specialists Management LLC's sponsor-wide assets grew 65.2%, from $33M to $54M.
Where does Beacon Oral Specialists 401(k) Plan rank by assets among Form 5500 filers? ▼
Beacon Oral Specialists 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Beacon Oral Specialists 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Otis College of Art and Design 403(b) Retirement Plan in CA ($54M, 1,144 participants).
Which Profit Sharing plans cover a similar participant headcount to Beacon Oral Specialists 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Teamsters Local Union 500 - Severance Trust Fund in NJ (918 participants, $69M 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 851997699.

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.