Money Purchase · DOL Form 5500 · 2022

Gregory J Dalton Dmd LLP Money Purchase Plan

Data updated 2026-08-11

$1M
Total assets
4
Participants
29th
Percentile by assets
$348,599
Avg per participant
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Official DOL plan name: Gregory J. Dalton Dmd LLP Money Purchase Plan · Sponsored by Gregory J Dalton Dmd LLP · Illinois · Healthcare & Social Assistance

$1M in assets, 4 participants

Gregory J Dalton Dmd LLP's Gregory J. Dalton Dmd LLP Money Purchase Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • 29th percentile by assets (of 139,126 plans)
  • #5,506 in Healthcare & Social Assistance (20,060 peers)

Gregory J Dalton Dmd LLP multi-year trail

Gregory J Dalton Dmd LLP's plans moved +34.9% in assets from 2022 to 2024; this filing shows Gregory J. Dalton Dmd LLP Money Purchase Plan at $1M / 4 participants.

$1M
total plan assets (2022 EOY)
4
covered participants
29th
percentile by assets (of 139,126 plans)
$348,599
avg assets per participant

The plan reported a net loss of $162K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gregory J Dalton Dmd LLP across 3 plan years on file

Across the 3 plan years Gregory J Dalton Dmd LLP has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $2M, a gain of 34.9%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($2M); trough: 2022 ($1M).

Gregory J Dalton Dmd LLP multi-year asset trail

$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.39M $1.88M ▲ +35.3%
Total plan assets by year, all Gregory J Dalton Dmd LLP plans on file
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $2M
2024 1 4 $2M

Gregory J Dalton Dmd LLP filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$162K
Employer EIN320004835
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

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

Gregory J. Dalton Dmd LLP Money Purchase Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants

Gregory J. Dalton Dmd LLP Money Purchase Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Gregory J. Dalton Dm…Retirement Plan for …NECA-IBEW Local 176 …NECA-IBEW Local 364 …Smart Local 265 Supp…International Associ…
Gregory J. Dalton Dmd LLP Money Purchase Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Gregory J. Dalton Dmd LLP Money Purchase Plan by total assets, not by location.

Frequently Asked Questions

How did Gregory J. Dalton Dmd LLP Money Purchase Plan assets move in 2022?
Gregory J. Dalton Dmd LLP Money Purchase Plan pulled back noticeably - down 10.4% during 2022, from $2M to $1M. Reported net income was -$162K.
How have Gregory J Dalton Dmd LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Gregory J Dalton Dmd LLP's sponsor-wide assets grew 34.9%, from $1M to $2M.
Which Money Purchase plans are similar in size to Gregory J. Dalton Dmd LLP Money Purchase Plan?
Among Money Purchase plans in other states, the closest by assets is Standardized Combination Prototype Plan in OR ($1M, 11 participants).

Next read for Gregory J. Dalton Dmd LLP Money Purchase…

Multi-year trail

Ways to act on Gregory J. Dalton Dmd LLP Money Purchase Plan's numbers.