Department of Labor filing

SO. CAL. DENTAL PARTNERS, INC.

SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 29, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

19filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$262

Reported employer contributions per active participant.

Higher than about 7% of comparable plans

#People in the filing

123

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$157 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 47% of comparable plans

↗Investment performance

Not available

Plan assets changed 22.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202419out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions7th percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense47th percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, SO. CAL. DENTAL PARTNERS, INC. reported $32,220 in employer contributions across the plan and 123 active participants. That works out to $262 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy67%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 14.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 19.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context19/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $32,220
Participant contributions: $420,331
Other contributions: $2,989
Employer share of reported contributions: 7.1%
Beginning assets: $3,223,107
Ending assets: $3,932,615
Ending net assets: $3,932,615
Ending liabilities: $0
Total income: $1,181,158
Total expenses: $471,650
Administrative expenses: $30,990
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$306

2023

$255

2024

$262

Plan-paid administrative expenses per participant

2022

$132

2023

$129

2024

$157

Active participants

2022

129

2023

125

2024

123

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$262	123	3.9M	20250829141435NAL0011222977001
2023	$255	125	3.2M	20240903133559NAL0041496482001
2022	$306	129	2.5M	20230918121500NAL0017214691001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 223872991-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1996
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2S2T3B3D2R

Current plan terms

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Filing ACK_ID20250829141435NAL0011222977001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗