Money Purchase · DOL Form 5500 · 2022

Michael V. Goldman, Dds, Ms, Chartered Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
31st
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
PlainRetire home → About this data

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.

  • #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.

#6,195
in Healthcare & Social Assistance (20,060 peers)
-22.3%
assets change YoY

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.

Michael V. Goldman, Dds, Ms, Chartered Retirement Plan among the smaller filed plans by 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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Michael V. Goldman, Dds, Ms, Chartered Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael V. Goldman, Dds, Ms, Chartered Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 860408986 · Michael V. Goldman, Dds, Ms, Chartered PY 2022 · Money Purchase

Michael V. Goldman, Dds, Ms, Chartered Retirement Plan · $2M · 1 · 31st

  • NET $2M
  • NET 1
  • NET 31st
  • NET Money Purchase
  • NET near Eduardo Mccormack Retirement Plan
  • NET ind #6195

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Michael V. Goldman, Dds, Ms, Chartered Retirement Plan in the asset neighbourhood

Michael V. Goldman, Dds, Ms, Chartered Retirement PlanMichael V. Goldman, Dds, Ms,…$2MEduardo Mccormack Retirement PlanEduardo Mccormack Retirement…$2MEduardo Mccormack Retirement PlanEduardo Mccormack Retirement…$2MTyack Valuation Consultants Profit Sharing PlanTyack Valuation Consultants …$2MMoises a. Villadelgado Dvm Morgan Stanley as Keogh CustodianMoises a. Villadelgado Dvm M…$2M
End-of-year total assets ($M) among Michael V. Goldman, Dds, Ms, Chartered Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$478K
Employer EIN860408986
Plan Effective Date1996-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -100001000200030004000 -50050100150 Total assets ($M) Participants Michael V. Goldman, Dds, Ms, Chartered Retirement Plan, Total assets ($M): 1.665837 · Participants: 1Michael V. Goldman, Dds, Ms, Chartered Retirement PlanIBEW Local No 640 & Az Chapter NECA Defined Contribution Plan, Total assets ($M): 100.532563 · Participants: 3763IBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan, Total assets ($M): 32.963564 · Participants: 1391IBEW Local 570 & 518 and Southern Az Chap NECA Annuity PlanThe Institute for Supply Management Tiaa-Cref Retirement Plan No. 1, Total assets ($M): 14.149916 · Participants: 47The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan, Total assets ($M): 13.236619 · Participants: 538Operative Plasterers and Cement Masons Local 394 Defined Contribution PlanBenjamin E. Myers Money Purchase Pension Plan and Trust, Total assets ($M): 8.284714 · Participants: 1Benjamin E. Myers Money Purchase Pension Plan and Trust
Michael V. Goldman, Dds, Ms, Chartered Retirement Plan vs. nearby Money Purchase plans in Arizona, assets vs. participants
Compare Michael V. Goldman, Dds, Ms, Chartered Retirement Plan side-by-side with 3 peers →

Michael V. Goldman, Dds, Ms, Chartered Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Arizona, the nearest Money Purchase by assets is Eduardo Mccormack Retirement Plan in PR ($2M); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Michael V. Goldman, Dds, Ms, Chartered Retirement Plan assets move in 2022? ▼
Michael V. Goldman, Dds, Ms, Chartered Retirement Plan declined sharply - down 22.3% during 2022, from $2M to $2M. Reported net income was -$478K.
Which Money Purchase plans are similar in size to Michael V. Goldman, Dds, Ms, Chartered Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Eduardo Mccormack Retirement Plan in PR ($2M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Michael V. Goldman, Dds, Ms, Chartered Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant, $709K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860408986.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.