401(k) · DOL Form 5500 · 2024

Smile Doctors LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
3,508
Participants Above avg headcount
85th
Percentile by assets National rank
$14,685
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smile Doctors Retirement Plan · Sponsored by Smile Doctors LLC · Texas · Healthcare & Social Assistance

$52M in assets, 3,508 participants

Smile Doctors LLC's Smile Doctors Retirement Plan reported $52M in total assets and 3,508 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.

  • #14,673 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Smile Doctors Retirement Plan covers 3,508 participants in Texas, 5.1x the typical Texas plan (state average ~688 per filing). Assets: $52M.

#14,673
in Healthcare & Social Assistance (16,916 peers)
+47.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Smile Doctors Retirement Plan's outsized position by total assets

Smile Doctors Retirement Plan vs every filed plan by assets

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

$51,514,148 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

Smile Doctors Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smile Doctors Retirement Plan lands in the large band (3,508 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smile Doctors Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Smile Doctors Retirement Plan reported participants rose from 3,093 in the plan year 2023 filing to 3,508 in the plan year 2024 filing.
  • Smile Doctors Retirement Plan reported net income fell from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 473435755 · Smile Doctors LLC PY 2024 · 401(k)

Smile Doctors Retirement Plan · $52M · 3,508 · 85th

  • PCT $52M
  • EIN 3,508
  • RANK 85th
  • PHOTO 401(k)
  • IND near Labaton Keller Sucharow LLP 401(k) Savings & Profit Sharing Plan
  • EOY ind #14673

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 →

Smile Doctors Retirement Plan in the asset neighbourhood

Sara Lee Frozen Bakery 401(k) PlanSara Lee Frozen Bakery 401(k…$52MSmile Doctors Retirement Plan$52MLabaton Keller Sucharow LLP 401(k) Savings & Profit Sharing PlanLabaton Keller Sucharow LLP …$52MGoodway Group, Inc., 401(k) Svgs and Investment PlanGoodway Group, Inc., 401(k) …$51MAstrodyne Corporation 401(k) PlanAstrodyne Corporation 401(k)…$51M
End-of-year total assets ($M) among Smile Doctors Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$52M
Net Income$17M
Employer EIN473435755
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smile Doctors LLC)

Sponsor-wide plan assets over time

All Smile Doctors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 190.2183121178163% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $17.8M $51.5M ▲ +190.2%
Year Plans Participants Total Assets
2022 1 2,392 $18M
2023 1 3,093 $35M
2024 1 3,508 $52M

Nearby 401(k) Plans in Texas

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

Smile Doctors Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Smile Doctors Retirement Plan, Total assets ($B): 0.051514148 · Participants: 3508Smile Doctors Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Smile Doctors Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Smile Doctors Retirement Plan side-by-side with 3 peers →

Smile Doctors Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Labaton Keller Sucharow LLP 401(k) Savings & Profit Sharing Plan in NY ($52M); by covered participants it is Newmark 401(k) Plan in NY (3,508 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,508 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 Smile Doctors Retirement Plan assets move in 2024? ▼
Smile Doctors Retirement Plan surged - up 47.7% during 2024, from $35M to $52M. Reported net income was $17M.
How have Smile Doctors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smile Doctors LLC's sponsor-wide assets grew 190.2%, from $18M to $52M.
Where does Smile Doctors Retirement Plan rank by assets among Form 5500 filers? ▼
Smile Doctors Retirement 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 401(k) plans are similar in size to Smile Doctors Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Labaton Keller Sucharow LLP 401(k) Savings & Profit Sharing Plan in NY ($52M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Smile Doctors Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newmark 401(k) Plan in NY (3,508 participants, $285M 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 473435755.

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.