Defined Benefit (Pension) · DOL Form 5500 · 2022
Northwest Oral & Maxillofacial Surgery, Ltd. Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $196,601
- Avg per participant Above avg balance/head
Official DOL plan name: Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust · Sponsored by Northwest Oral & Maxillofacial Surgery, Ltd. · Illinois · Healthcare & Social Assistance
$5M in assets, 23 participants
Northwest Oral & Maxillofacial Surgery, Ltd.'s Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust reported $5M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #10,804 in Healthcare & Social Assistance (20,060 peers)
Northwest Oral & Maxillofacial Surgery, Ltd. multi-year trail
Northwest Oral & Maxillofacial Surgery, Ltd.'s plans moved +44.6% in assets from 2022 to 2024; this filing shows Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust at $5M / 23 participants.
- #10,804
- in Healthcare & Social Assistance (20,060 peers)
- -11.9%
- assets change YoY
The plan reported a net loss of $609K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,521,827 48th percentile higher than 48% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust is a small filing (23 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 362700956 · Northwest Oral & Maxillofacial Surgery, Ltd. PY 2022 · Defined Benefit (Pension)
Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust · $5M · 23 · 48th
- EBSA $5M
- EBSA 23
- EBSA 48th
- EBSA Defined Benefit (Pension)
- EBSA near Grede Meadville Retirement Plan
- EBSA ind #10804
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 Illinois →
Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust in the asset neighbourhood
Northwest Oral & Maxillofacial Surgery, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Northwest Oral & Maxillofacial Surgery, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 44.59937141054397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 46 | $13M |
| 2023 | 2 | 46 | $16M |
| 2024 | 2 | 46 | $18M |
Northwest Oral & Maxillofacial Surgery, Ltd. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$609K |
| Employer EIN | 362700956 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Grede Meadville Retirement Plan in MI ($5M); by covered participants it is Api Foils North America Pension Plan in NY (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 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.