Defined Benefit (Pension) · DOL Form 5500 · 2022

Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics Pension Plan

Data updated 2026-08-25

$579K
Total assets Small plan by assets
6
Participants Small participant base
20th
Percentile by assets National rank
$96,510
Avg per participant Below avg balance/head
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Official DOL plan name: Pai Orthodontics PLLC Cash Balance Plan · Sponsored by Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics · New York · Healthcare & Social Assistance

$579K in assets, 6 participants

Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics's Pai Orthodontics PLLC Cash Balance Plan reported $579K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,141 in Healthcare & Social Assistance (20,060 peers)

Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics multi-year trail

Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics's plans moved +29.5% in assets from 2022 to 2023; this filing shows Pai Orthodontics PLLC Cash Balance Plan at $579K / 6 participants.

#3,141
in Healthcare & Social Assistance (20,060 peers)
+25.4%
assets growth YoY

Pai Orthodontics PLLC Cash Balance Plan among the smaller filed plans by assets

Pai Orthodontics PLLC Cash Balance Plan vs every filed plan by assets

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

$579,062 20th percentile higher than 20% 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

Pai Orthodontics PLLC 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. Pai Orthodontics PLLC Cash Balance Plan is a micro filing (6 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 454242361 · Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics PY 2022 · Defined Benefit (Pension)

Pai Orthodontics PLLC Cash Balance Plan · $579K · 6 · 20th

  • EIN $579K
  • RANK 6
  • PHOTO 20th
  • IND Defined Benefit (Pension)
  • EOY near Orthopedic Medical Center Cash Balance Plan
  • 5500 ind #3141

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 York →

Pai Orthodontics PLLC Cash Balance Plan in the asset neighbourhood

Hung Thai Dental Corporation Defined Benefit PlanHung Thai Dental Corporation…$590KPai Orthodontics PLLC Cash Balance PlanPai Orthodontics PLLC Cash B…$579KOrthopedic Medical Center Cash Balance PlanOrthopedic Medical Center Ca…$579KMetro Cardiovascular Consultants, Ltd. Cash Balance PlanMetro Cardiovascular Consult…$580KWindow Cleaners Local 16 Pension FundWindow Cleaners Local 16 Pen…$583K
End-of-year total assets ($M) among Pai Orthodontics PLLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics multi-year asset trail

Sponsor-wide plan assets over time

All Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.51727835069918% vs 2022
2023 filing year
$1.2M$1.4M$1.6M$1.8M 20222023 $1.35M $1.74M ▲ +28.9%
Year Plans Participants Total Assets
2022 2 19 $1M
2023 2 26 $2M

Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics filing trail (2022)

Total Assets (Beginning of Year)$462K
Net Assets (End of Year)$579K
Net Income$117K
Employer EIN454242361
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Pai Orthodontics PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pai Orthodontics PLLC Cash Balance Plan, Total assets ($B): 0.000579062 · Participants: 6Pai Orthodontics PLLC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Pai Orthodontics PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pai Orthodontics PLLC Cash Balance Plan side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Orthopedic Medical Center Cash Balance Plan in CA ($579K); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Pai Orthodontics PLLC Cash Balance Plan assets move in 2022? ▼
Pai Orthodontics PLLC Cash Balance Plan grew sharply - up 25.4% during 2022, from $462K to $579K. Reported net income was $117K.
How have Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics's sponsor-wide assets grew 29.5%, from $1M to $2M.
Where does Pai Orthodontics PLLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Pai Orthodontics PLLC Cash Balance Plan ranks in the 20th 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 Pai Orthodontics PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Orthopedic Medical Center Cash Balance Plan in CA ($579K, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pai Orthodontics PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants, N/A 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 454242361.

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.