Profit Sharing · DOL Form 5500 · 2023

Bergen Oral Surgery Group PA Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
39
Participants Small participant base
46th
Percentile by assets National rank
$142,272
Avg per participant Near avg balance/head
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Official DOL plan name: Bergen Oral Surgery Group, P.a. Profit Sharing Plan · Sponsored by Bergen Oral Surgery Group PA · New Jersey · Healthcare & Social Assistance

$6M in assets, 39 participants

Bergen Oral Surgery Group PA's Bergen Oral Surgery Group, P.a. Profit Sharing Plan reported $6M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,993 in Healthcare & Social Assistance (17,684 peers)

Bergen Oral Surgery Group PA multi-year trail

Bergen Oral Surgery Group PA's plans moved +108.0% in assets from 2022 to 2024; this filing shows Bergen Oral Surgery Group, P.a. Profit Sharing Plan at $6M / 39 participants.

#8,993
in Healthcare & Social Assistance (17,684 peers)
+51.2%
assets growth YoY

Bergen Oral Surgery Group, P.a. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bergen Oral Surgery Group, P.a. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,548,589 46th percentile higher than 46% of 127,068 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 2023

Bergen Oral Surgery Group, P.a. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergen Oral Surgery Group, P.a. Profit Sharing Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bergen Oral Surgery Group, P.a. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bergen Oral Surgery Group, P.a. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bergen Oral Surgery Group, P.a. Profit Sharing Plan reported participants rose from 36 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 221893007 · Bergen Oral Surgery Group PA PY 2023 · Profit Sharing

Bergen Oral Surgery Group, P.a. Profit Sharing Plan · $6M · 39 · 46th

  • SCH $6M
  • EBSA 39
  • PART 46th
  • TYPE Profit Sharing
  • NET near Sanderson Custom Homes LLC Profit Sharing Plan
  • BOOK ind #8993

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 New Jersey →

Bergen Oral Surgery Group, P.a. Profit Sharing Plan in the asset neighbourhood

Bergen Oral Surgery Group, P.a. Profit Sharing PlanBergen Oral Surgery Group, P…$6MSanderson Custom Homes LLC Profit Sharing PlanSanderson Custom Homes LLC P…$6MCitation Box and Paper Co. Profit Sharing Plan and Retirement TrustCitation Box and Paper Co. P…$6MEmkay, Inc Profit Sharing PlanEmkay, Inc Profit Sharing Pl…$6MMiddle Tennessee Christian School Retirement PlanMiddle Tennessee Christian S…$6M
End-of-year total assets ($M) among Bergen Oral Surgery Group, P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bergen Oral Surgery Group PA multi-year asset trail

Sponsor-wide plan assets over time

All Bergen Oral Surgery Group PA plans reported in each filing year

Latest sponsor-wide plan assets
$8M 107.98278207980576% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.67M $7.63M ▲ +107.9%
Year Plans Participants Total Assets
2022 1 36 $4M
2023 1 39 $6M
2024 1 42 $8M

Bergen Oral Surgery Group PA filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN221893007
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

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

Bergen Oral Surgery Group, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Bergen Oral Surgery Group, P.a. Profit Sharing Plan, Total assets ($B): 0.005548589 · Participants: 39Bergen Oral Surgery Group, P.a. Profit Sharing PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Bergen Oral Surgery Group, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Bergen Oral Surgery Group, P.a. Profit Sharing Plan side-by-side with 3 peers →

Bergen Oral Surgery Group, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Sanderson Custom Homes LLC Profit Sharing Plan in TX ($6M); by covered participants it is Ajd Ventures Inc. Retirement Plan in MA (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bergen Oral Surgery Group, P.a. Profit Sharing Plan assets move in 2023? ▼
Bergen Oral Surgery Group, P.a. Profit Sharing Plan surged - up 51.2% during 2023, from $4M to $6M. Reported net income was $2M.
How have Bergen Oral Surgery Group PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergen Oral Surgery Group PA's sponsor-wide assets grew 108.0%, from $4M to $8M.
Which Profit Sharing plans are similar in size to Bergen Oral Surgery Group, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sanderson Custom Homes LLC Profit Sharing Plan in TX ($6M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Bergen Oral Surgery Group, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ajd Ventures Inc. Retirement Plan in MA (39 participants, $470K in assets).

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 221893007.

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.