Other · DOL Form 5500 · 2022

John M. Olis Retirement Plan

Data updated 2026-08-25

$292K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$146,156
Avg per participant Above avg balance/head
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Official DOL plan name: John M. Olis, Dds, Money Purchase Keogh Plan · Sponsored by John M. Olis · Ohio · Healthcare & Social Assistance

$292K in assets, 2 participants

John M. Olis's John M. Olis, Dds, Money Purchase Keogh Plan reported $292K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,937 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

John M. Olis, Dds, Money Purchase Keogh Plan holds $292K for 2 participants - about $146,156 per participant, among the smaller plans by assets on file.

#1,937
in Healthcare & Social Assistance (20,060 peers)
-1.2%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

John M. Olis, Dds, Money Purchase Keogh Plan among the smaller filed plans by assets

John M. Olis, Dds, Money Purchase Keogh Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$292,311 13th percentile higher than 13% 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

John M. Olis, Dds, Money Purchase Keogh 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. John M. Olis, Dds, Money Purchase Keogh Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 311062584 · John M. Olis PY 2022 · Other

John M. Olis, Dds, Money Purchase Keogh Plan · $292K · 2 · 13th

  • SCH $292K
  • SCH 2
  • SCH 13th
  • SCH Other
  • SCH near Girls on the Run New Jersey East Inc
  • SCH ind #1937

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 Ohio →

John M. Olis, Dds, Money Purchase Keogh Plan in the asset neighbourhood

John M. Olis, Dds, Money Purchase Keogh PlanJohn M. Olis, Dds, Money Pur…$292KGirls on the Run New Jersey East IncGirls on the Run New Jersey …$292KDayspring Homes, Inc. 403(b) PlanDayspring Homes, Inc. 403(b)…$292KAp/M 401(k) Plan$290KBlazesports America, Inc Deferred Compensation PlaBlazesports America, Inc Def…$290K
End-of-year total assets ($M) among John M. Olis, Dds, Money Purchase Keogh Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$296K
Net Assets (End of Year)$292K
Net Income-$3K
Employer EIN311062584
Plan Effective Date1985-11-06
Filing StatusFILING RECEIVED

Sponsor Plan History (John M. Olis)

Sponsor-wide plan assets over time

All John M. Olis plans reported in each filing year

Latest sponsor-wide plan assets
$497K 0.3473286956033759% vs 2022
2024 filing year
$0.49M$0.49M$0.5M$0.5M$0.51M 202220232024 $0.5M $0.5M ▲ +0.0%
Year Plans Participants Total Assets
2022 2 4 $499K
2023 2 4 $493K
2024 2 4 $497K

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

John M. Olis, Dds, Money Purchase Keogh Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants John M. Olis, Dds, Money Purchase Keogh Plan, Total assets ($B): 0.000292311 · Participants: 2John M. Olis, Dds, Money Purchase Keogh PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
John M. Olis, Dds, Money Purchase Keogh Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare John M. Olis, Dds, Money Purchase Keogh Plan side-by-side with 3 peers →

John M. Olis, Dds, Money Purchase Keogh Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Girls on the Run New Jersey East Inc in NJ ($292K); by covered participants it is Clausman & Associates Profit Sharing Plan in IN (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($292K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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 John M. Olis, Dds, Money Purchase Keogh Plan assets move in 2022? ▼
John M. Olis, Dds, Money Purchase Keogh Plan edged down modestly - down 1.2% during 2022, from $296K to $292K. Reported net income was -$3K.
How have John M. Olis plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John M. Olis's sponsor-wide assets declined 0.3%, from $499K to $497K.
Where does John M. Olis, Dds, Money Purchase Keogh Plan rank by assets among Form 5500 filers? ▼
John M. Olis, Dds, Money Purchase Keogh Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to John M. Olis, Dds, Money Purchase Keogh Plan? ▼
Among Other plans in other states, the closest by assets is Girls on the Run New Jersey East Inc in NJ ($292K, 3 participants).
Which Other plans cover a similar participant headcount to John M. Olis, Dds, Money Purchase Keogh Plan? ▼
Among Other plans in other states, the closest by covered participants is Clausman & Associates Profit Sharing Plan in IN (2 participants, $2M 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 311062584.

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.