Money Purchase · DOL Form 5500 · 2022
Michael V. Goldman, Dds, Ms, Chartered Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 1
- Participants
- 31st
- Percentile by assets
- $1.7M
- Avg per participant
Official DOL plan name: Michael V. Goldman, Dds, Ms, Chartered Retirement Plan · Sponsored by Michael V. Goldman, Dds, Ms, Chartered · Arizona · Healthcare & Social Assistance
$2M in assets, 1 participants
Michael V. Goldman, Dds, Ms, Chartered's Michael V. Goldman, Dds, Ms, Chartered Retirement Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- 31st percentile by assets (of 139,126 plans)
- #6,195 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Michael V. Goldman, Dds, Ms, Chartered Retirement Plan declined sharply 22.3% in 2022 ($2M → $2M) for 1 participant.
- $2M
- total plan assets (2022 EOY)
- 1
- covered participants
- 31st
- percentile by assets (of 139,126 plans)
- $1.7M
- avg assets per participant
The plan reported a net loss of $478K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Michael V. Goldman, Dds, Ms, Chartered Retirement Plan sits by total assets
Michael V. Goldman, Dds, Ms, Chartered Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,665,837 31st percentile higher than 31% 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
2022 asset move for Michael V. Goldman, Dds, Ms, Chartered Retirement Plan
Year over year, total assets declined sharply from $2M at the start of 2022 to $2M at year-end (down 22.3%). Net assets closed at $2M; reported net income -$478K.
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$478K |
| Employer EIN | 860408986 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Arizona
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Michael V. Goldman, Dds, Ms, Chartered Retirement Plan vs. nearby Money Purchase plans in Arizona, assets vs. participants
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan $101M · 3,763
- IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan $33M · 1,391
- The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 $14M · 47
- Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan $13M · 538
- Benjamin E. Myers Money Purchase Pension Plan and Trust $8M · 1
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Michael V. Goldman, Dds, Ms, Chartered Retirement Plan by total assets, not by location.
Frequently Asked Questions
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2022 change
Ways to act on Michael V. Goldman, Dds, Ms, Chartered Retirement Plan's numbers.
- By total assets, Michael V. Goldman, Dds, Ms, Chartered Retirement Plan 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 Arizona. Compare plans