Defined Benefit (Pension) · DOL Form 5500 · 2022

Addiego Orthodontics LLC Pension Plan

Data updated 2026-08-25

$349K
Total assets Small plan by assets
10
Participants Small participant base
15th
Percentile by assets National rank
$34,850
Avg per participant Low balance/head
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Official DOL plan name: Addiego Orthodontics LLC Cash Balance Plan · Sponsored by Addiego Orthodontics LLC · New Jersey · Healthcare & Social Assistance

$349K in assets, 10 participants

Addiego Orthodontics LLC's Addiego Orthodontics LLC Cash Balance Plan reported $349K in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,212 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Addiego Orthodontics LLC Cash Balance Plan grew sharply 17.1% in 2022 ($298K → $349K) for 10 participants.

#2,212
in Healthcare & Social Assistance (20,060 peers)
+17.1%
assets growth YoY

Addiego Orthodontics LLC Cash Balance Plan among the smaller filed plans by assets

Addiego Orthodontics LLC Cash Balance Plan vs every filed plan by assets

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

$348,503 15th percentile higher than 15% 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

Addiego Orthodontics LLC Cash Balance 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. Addiego Orthodontics LLC Cash Balance Plan is a micro filing (10 participants), the leftmost band.

DOL schedule card

Filing strip 205174466 · Addiego Orthodontics LLC PY 2022 · Defined Benefit (Pension)

Addiego Orthodontics LLC Cash Balance Plan · $349K · 10 · 15th

  • BOY $349K
  • SCH 10
  • EBSA 15th
  • PART Defined Benefit (Pension)
  • TYPE near Colgate-Palmolive Company Expatriate Pension Plan
  • NET ind #2212

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 New Jersey →

Addiego Orthodontics LLC Cash Balance Plan in the asset neighbourhood

The Altman Brothers LLC Defined Benefit Pension PlanThe Altman Brothers LLC Defi…$356KAddiego Orthodontics LLC Cash Balance PlanAddiego Orthodontics LLC Cas…$349KColgate-Palmolive Company Expatriate Pension PlanColgate-Palmolive Company Ex…$348KStella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement PlanStella Orton Home Care Agenc…$345KBarbara E Ostrander, Cpa, PC Cash Balance PlanBarbara E Ostrander, Cpa, PC…$342K
End-of-year total assets ($M) among Addiego Orthodontics LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Addiego Orthodontics LLC years around the 2022 move

Sponsor-wide plan assets over time

All Addiego Orthodontics LLC plans reported in each filing year

Latest sponsor-wide plan assets
$778K 5.467727171609976% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.82M $0.78M ▼ -4.9%
Year Plans Participants Total Assets
2022 2 20 $823K
2023 2 18 $1M
2024 1 11 $778K

2022 asset-move particulars

Total Assets (Beginning of Year)$298K
Net Assets (End of Year)$349K
Net Income$51K
Employer EIN205174466
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Addiego Orthodontics LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Addiego Orthodontics LLC Cash Balance Plan, Total assets ($B): 0.000348503 · Participants: 10Addiego Orthodontics LLC Cash Balance PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Addiego Orthodontics LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Addiego Orthodontics LLC Cash Balance Plan side-by-side with 3 peers →

Addiego Orthodontics LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Colgate-Palmolive Company Expatriate Pension Plan in NY ($348K); by covered participants it is Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan in CA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Addiego Orthodontics LLC Cash Balance Plan assets move in 2022? ▼
Addiego Orthodontics LLC Cash Balance Plan grew sharply - up 17.1% during 2022, from $298K to $349K. Reported net income was $51K.
How have Addiego Orthodontics LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Addiego Orthodontics LLC's sponsor-wide assets declined 5.5%, from $823K to $778K.
Where does Addiego Orthodontics LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Addiego Orthodontics LLC Cash Balance Plan ranks in the 15th 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 Defined Benefit (Pension) plans are similar in size to Addiego Orthodontics LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Colgate-Palmolive Company Expatriate Pension Plan in NY ($348K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Addiego Orthodontics LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan in CA (10 participants, $600K 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 205174466.

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.