Money Purchase · DOL Form 5500 · 2022
Charles S. James, D.D.S., Ltd. Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $2.3M
- Avg per participant High balance/head
Official DOL plan name: Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust · Sponsored by Charles S. James, D.D.S., Ltd. · Illinois · Professional & Technical Services
$2M in assets, 1 participants
Charles S. James, D.D.S., Ltd.'s Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #7,104 in Professional & Technical Services (21,562 peers)
Charles S. James, D.D.S., Ltd. multi-year trail
Charles S. James, D.D.S., Ltd.'s plans moved +21.3% in assets from 2022 to 2024; this filing shows Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust at $2M / 1 participant.
- #7,104
- in Professional & Technical Services (21,562 peers)
- -21.2%
- assets change YoY
The plan reported a net loss of $651K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,329,766 36th percentile higher than 36% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 362693561 · Charles S. James, D.D.S., Ltd. PY 2022 · Money Purchase
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust · $2M · 1 · 36th
- TYPE $2M
- NET 1
- BOOK 36th
- VS-ST Money Purchase
- BOY near Parsons Smith & Stone - Money Purchase Plan
- SCH ind #7104
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 Illinois →
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust in the asset neighbourhood
Charles S. James, D.D.S., Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Charles S. James, D.D.S., Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 21.29999321820303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | 1 | $3M |
Charles S. James, D.D.S., Ltd. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$651K |
| Employer EIN | 362693561 |
| Plan Effective Date | 1970-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $669M · 1,625
- NECA-IBEW Local 176 Pension Trust Fund $616M · 2,741
- NECA-IBEW Local 364 Defined Contribution Plan $418M · 320
- Smart Local 265 Supplemental Retirement Savings Plan $302M · 2,526
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $173M · 1,223
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Parsons Smith & Stone - Money Purchase Plan in ID ($2M); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mc Connie Insurance Corp. Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Green Wave LLC Retirement Plan (PR) 1 · 0 off
- Jar Retirement Plan (PR) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.