Money Purchase · DOL Form 5500 · 2022
Charles S. James, D.D.S., Ltd. Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 1
- Participants
- 36th
- Percentile by assets
- $2.3M
- Avg per participant
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.
- 36th percentile by assets (of 139,126 plans)
- #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.
- $2M
- total plan assets (2022 EOY)
- 1
- covered participants
- 36th
- percentile by assets (of 139,126 plans)
- $2.3M
- avg assets per participant
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.
Charles S. James, D.D.S., Ltd. across 3 plan years on file
Across the 3 plan years Charles S. James, D.D.S., Ltd. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 21.3%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).
Charles S. James, D.D.S., Ltd. multi-year asset trail
| 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.
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust assets move in 2022? ▼
How have Charles S. James, D.D.S., Ltd. plan assets changed over time? ▼
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Multi-year trail
Ways to act on Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust's numbers.
- By total assets, Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Illinois. Compare plans
- Charles S. James, D.D.S., Ltd.'s sponsor-wide assets have grown 21.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans