401(k) · DOL Form 5500 · 2024

Southern Orthodontic Partners Management, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
790
Participants Near avg headcount
77th
Percentile by assets National rank
$38,107
Avg per participant Low balance/head
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Official DOL plan name: Southern Orthodontic Partners 401(k) Plan · Sponsored by Southern Orthodontic Partners Management, LLC · Tennessee · Professional & Technical Services

$30M in assets, 790 participants

Southern Orthodontic Partners Management, LLC's Southern Orthodontic Partners 401(k) Plan reported $30M in total assets and 790 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,605 in Professional & Technical Services (20,173 peers)

Where Southern Orthodontic Partners 401(k) Plan sits by assets

Southern Orthodontic Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 790 participants (~$38,107/participant), up 45.6% in 2024.

#15,605
in Professional & Technical Services (20,173 peers)
+45.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southern Orthodontic Partners 401(k) Plan's outsized position by total assets

Southern Orthodontic Partners 401(k) Plan vs every filed plan by assets

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

$30,104,715 Top 23% higher than 77% 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

Southern Orthodontic Partners 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. Southern Orthodontic Partners 401(k) Plan sits mid-pack in the medium band (790 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Orthodontic Partners 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Southern Orthodontic Partners 401(k) Plan reported participants rose from 637 in the plan year 2023 filing to 790 in the plan year 2024 filing.
  • Southern Orthodontic Partners 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 841833465 · Southern Orthodontic Partners Management, LLC PY 2024 · 401(k)

Southern Orthodontic Partners 401(k) Plan · $30M · 790 · 77th

  • PCT $30M
  • EIN 790
  • RANK 77th
  • PHOTO 401(k)
  • IND near T. a. Loving Company 401(k) Retirement Plan
  • EOY ind #15605

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Southern Orthodontic Partners 401(k) Plan in the asset neighbourhood

T. a. Loving Company 401(k) Retirement PlanT. a. Loving Company 401(k) …$30MSmooth-on, Inc 401(k) Plan$30MSouthern Orthodontic Partners 401(k) PlanSouthern Orthodontic Partner…$30MRiviera Finance, LLC 401(k) PlanRiviera Finance, LLC 401(k) …$30MFreedman Seating Company 401(k) PlanFreedman Seating Company 401…$30M
End-of-year total assets ($M) among Southern Orthodontic Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$30M
Net Income$9M
Employer EIN841833465
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Orthodontic Partners Management, LLC)

Sponsor-wide plan assets over time

All Southern Orthodontic Partners Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 151.65459972621593% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $12M $30.1M ▲ +151.7%
Year Plans Participants Total Assets
2022 1 523 $12M
2023 1 637 $21M
2024 1 790 $30M

Nearby 401(k) Plans in Tennessee

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

Southern Orthodontic Partners 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Southern Orthodontic Partners 401(k) Plan, Total assets ($B): 0.030104715 · Participants: 790Southern Orthodontic Partners 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Southern Orthodontic Partners 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southern Orthodontic Partners 401(k) Plan side-by-side with 3 peers →

Southern Orthodontic Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is T. a. Loving Company 401(k) Retirement Plan in NC ($30M); by covered participants it is Rbd California Restaurants Limited 401(k) & Ps Plan in CA (790 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (790 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 Southern Orthodontic Partners 401(k) Plan assets move in 2024? ▼
Southern Orthodontic Partners 401(k) Plan surged - up 45.6% during 2024, from $21M to $30M. Reported net income was $9M.
How have Southern Orthodontic Partners Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Orthodontic Partners Management, LLC's sponsor-wide assets grew 151.7%, from $12M to $30M.
Where does Southern Orthodontic Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Southern Orthodontic Partners 401(k) Plan ranks in the 77th 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 401(k) plans are similar in size to Southern Orthodontic Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is T. a. Loving Company 401(k) Retirement Plan in NC ($30M, 378 participants).
Which 401(k) plans cover a similar participant headcount to Southern Orthodontic Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rbd California Restaurants Limited 401(k) & Ps Plan in CA (790 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 841833465.

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.