401(k) · DOL Form 5500 · 2024
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 47
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $479,361
- Avg per participant High balance/head
Official DOL plan name: Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan · Sponsored by Oral & Maxillofacial Surgery Associates, Ltd. · Wisconsin · Healthcare & Social Assistance
$23M in assets, 47 participants
Oral & Maxillofacial Surgery Associates, Ltd.'s Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan reported $23M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #12,971 in Healthcare & Social Assistance (16,916 peers)
Oral & Maxillofacial Surgery Associates, Ltd. multi-year trail
Oral & Maxillofacial Surgery Associates, Ltd.'s plans moved +33.4% in assets from 2022 to 2024; this filing shows Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan at $23M / 47 participants.
- #12,971
- in Healthcare & Social Assistance (16,916 peers)
- +16.7%
- assets growth YoY
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan's outsized position by total assets
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,529,973 Top 28% higher than 72% 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
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan is a small filing (47 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan reported participants rose from 40 in the plan year 2023 filing to 47 in the plan year 2024 filing.
- Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 391169958 · Oral & Maxillofacial Surgery Associates, Ltd. PY 2024 · 401(k)
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan · $23M · 47 · 72nd
- RANK $23M
- PHOTO 47
- IND 72nd
- EOY 401(k)
- 5500 near Megamex Foods, LLC 401(k) Plan
- ASSETS ind #12971
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 Wisconsin →
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan in the asset neighbourhood
Oral & Maxillofacial Surgery Associates, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Oral & Maxillofacial Surgery Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 33.43922999608507% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $17M |
| 2023 | 1 | 40 | $19M |
| 2024 | 1 | 47 | $23M |
Oral & Maxillofacial Surgery Associates, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 391169958 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Megamex Foods, LLC 401(k) Plan in CA ($23M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Megamex Foods, LLC 401(k) Plan (CA) $23M · 613
- Thor Specialties Inc 401(k) Plan (CT) $23M · 81
- Fetzers' Inc. 401(k) Profit Sharing Plan (UT) $23M · 216
- Pprm 401(k) Plan (CO) $23M · 455
Similar participant headcount
Nearest other-state filings by covered participants (47 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.