· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BAY STATE ORAL SURGERY ASSOCIATES, INC. — BAY STATE ORAL SURGERY ASSOCIATES, INC. DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250417135245NAL0001342689001
BAY STATE ORAL SURGERY ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
BAY STATE ORAL SURGERY ASSOCIATES, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BAY STATE ORAL SURGERY ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
BAY STATE ORAL SURGERY ASSOCIATES, INC.
EIN
04-2446170
Address
9 LINDEN STREET · WORCESTER, MA · 01609
Phone
(508) 755-0008
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-17
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
SMART ENDODONTICS
SMART ENDODONTICS 401(K) PLAN
$1.3M · 5 participants
DR. RICHARD J. KITT, DDS, PA
DR. RICHARD J. KITT, DDS RETIREMENT PLAN
$1.3M · 4 participants
FAIRFIELD-MONROE ORTHODONTICS, LLC
FAIRFIELD-MONROE ORTHODONTICS, LLC 401K PROFIT SHARING PLAN AND TRUST
$1.3M · 4 participants
ROBERT ALLEN ADAMS, DDS
ROBERT ALLEN ADAMS DDS 401(K) PLAN
$1.3M · 2 participants
GURPREET NARULA DENTAL CORPORATION
GURPREET NARULA DENTAL CORP 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.3M · 6 participants
BOSTON PROSTHODONTICS DENTAL GROUP INCORPORATED
BOSTON PROSTHODONTICS DENTAL GROUP INCORPORATED 401(K) PLAN
$1.3M · 8 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B