Profit Sharing · DOL Form 5500 · 2024

Oral Surgical Associates Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
32nd
Percentile by assets National rank
$243,172
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oral Surgical Associates Profit Sharing Plan · Sponsored by Oral Surgical Associates · Montana · Healthcare & Social Assistance

$2M in assets, 10 participants

Oral Surgical Associates's Oral Surgical Associates Profit Sharing Plan reported $2M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,172 in Healthcare & Social Assistance (16,916 peers)

Oral Surgical Associates multi-year trail

Oral Surgical Associates's plans moved +28.5% in assets from 2022 to 2024; this filing shows Oral Surgical Associates Profit Sharing Plan at $2M / 10 participants.

#5,172
in Healthcare & Social Assistance (16,916 peers)
+11.6%
assets growth YoY

Oral Surgical Associates Profit Sharing Plan among the smaller filed plans by assets

Oral Surgical Associates Profit Sharing Plan vs every filed plan by assets

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

$2,431,720 32nd percentile higher than 32% 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

Oral Surgical Associates Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oral Surgical Associates Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oral Surgical Associates Profit Sharing Plan reported net income fell from $288K in the plan year 2023 filing to $252K in the plan year 2024 filing.
  • Oral Surgical Associates Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810362040 · Oral Surgical Associates PY 2024 · Profit Sharing

Oral Surgical Associates Profit Sharing Plan · $2M · 10 · 32nd

  • SCH $2M
  • EBSA 10
  • PART 32nd
  • TYPE Profit Sharing
  • NET near Children's Hunger Fund 403(b) Retirement Plan
  • BOOK ind #5172

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 Montana →

Oral Surgical Associates Profit Sharing Plan in the asset neighbourhood

Oral Surgical Associates Profit Sharing PlanOral Surgical Associates Pro…$2MChildren's Hunger Fund 403(b) Retirement PlanChildren's Hunger Fund 403(b…$2MTempe Mechanical Profit Sharing PlanTempe Mechanical Profit Shar…$2MLight Street Medical Center Money Purchase PlanLight Street Medical Center …$2MProperty Solutions, Inc. Profit Sharing PlanProperty Solutions, Inc. Pro…$2M
End-of-year total assets ($M) among Oral Surgical Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Oral Surgical Associates multi-year asset trail

Sponsor-wide plan assets over time

All Oral Surgical Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.548916327327877% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.89M $2.43M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $2M
2024 1 10 $2M

Oral Surgical Associates filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$252K
Employer EIN810362040
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

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

Oral Surgical Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000100200300400 010203040 Total assets ($M) Participants Oral Surgical Associates Profit Sharing Plan, Total assets ($M): 2.43172 · Participants: 10Oral Surgical Associates Profit Sharing PlanRocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan, Total assets ($M): 29.784406 · Participants: 147Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity PlanBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 19.423785 · Participants: 227Barrett Hospital Development Corporation 403(b) PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 18.451598 · Participants: 24Okeefe Drilling Company Profit-Sharing TrustLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 17.843577 · Participants: 194Langlas & Associates, Inc. Profit Sharing PlanCabinet Peaks Medical Center Personal Retirement Plan, Total assets ($M): 14.934049 · Participants: 296Cabinet Peaks Medical Center Personal Retirement Plan
Oral Surgical Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Oral Surgical Associates Profit Sharing Plan side-by-side with 3 peers →

Oral Surgical Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Children's Hunger Fund 403(b) Retirement Plan in CA ($2M); by covered participants it is Ts Cafe Incorporated Retirement Plan in PA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Oral Surgical Associates Profit Sharing Plan assets move in 2024? ▼
Oral Surgical Associates Profit Sharing Plan grew at a solid clip - up 11.6% during 2024, from $2M to $2M. Reported net income was $252K.
How have Oral Surgical Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oral Surgical Associates's sponsor-wide assets grew 28.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Oral Surgical Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Children's Hunger Fund 403(b) Retirement Plan in CA ($2M, 98 participants).
Which Profit Sharing plans cover a similar participant headcount to Oral Surgical Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ts Cafe Incorporated Retirement Plan in PA (10 participants, $2M 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 810362040.

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.