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  2. BAY STATE ORAL SURGERY ASSOCIATES, INC.
Sponsor portfolio

BAY STATE ORAL SURGERY ASSOCIATES, INC.

EIN 04-2446170-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
13
9 LINDEN STREET - WORCESTER, MA 01609508-755-0008
Plans on this EIN
2 filings
#002401k-$2.4M - 9 part#003TraditionalDB-$1.8M - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PLAN & TRUST (#002)58%
  • DEFINED BENEFIT PLAN (#003)42%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)9
  • DEFINED BENEFIT PLAN (#003)4
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BAY STATE ORAL SURGERY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BAY STATE ORAL SURGERY ASSOCIATES, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BAY STATE ORAL SURGERY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$2.4M92025
003BAY STATE ORAL SURGERY ASSOCIATES, INC. DEFINED BENEFIT PLANTraditionalDB$1.8M42025
Retirement plans
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