Defined Benefit (Pension) · DOL Form 5500 · 2022
David T. Jones, Dds, PC Pension Plan
Data updated 2026-08-11
- $396K
- Total assets
- 6
- Participants
- 16th
- Percentile by assets
- $66,058
- Avg per participant
Official DOL plan name: David T. Jones, Dds Cash Balance Plan · Sponsored by David T. Jones, Dds, PC · New York · Healthcare & Social Assistance
$396K in assets, 6 participants
David T. Jones, Dds, PC's David T. Jones, Dds Cash Balance Plan reported $396K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.
- 16th percentile by assets (of 139,126 plans)
- #2,424 in Healthcare & Social Assistance (20,060 peers)
David T. Jones, Dds, PC multi-year trail
David T. Jones, Dds, PC's plans moved +35.7% in assets from 2022 to 2023; this filing shows David T. Jones, Dds Cash Balance Plan at $396K / 6 participants.
- $396K
- total plan assets (2022 EOY)
- 6
- covered participants
- 16th
- percentile by assets (of 139,126 plans)
- $66,058
- avg assets per participant
David T. Jones, Dds, PC across 2 plan years on file
Across the 2 plan years David T. Jones, Dds, PC has on file (2022-2023), sponsor-wide plan assets have moved from $2M to $2M, a gain of 35.7%, while reported participants moved from 12 to 14 (+16.7%).
David T. Jones, Dds, PC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12 | $2M |
| 2023 | 2 | 14 | $2M |
David T. Jones, Dds, PC filing trail (2022)
| Total Assets (Beginning of Year) | $204K |
|---|---|
| Net Assets (End of Year) | $396K |
| Net Income | $192K |
| Employer EIN | 743166279 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
David T. Jones, Dds Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to David T. Jones, Dds Cash Balance Plan by total assets, not by location.
- Trinity Health ERISA Pension Plan (MI) $396K · 2,600
- Employee Benefits Plan of Tri-County Urban League (IL) $394K · 1
- Parkview Commons, LLC DB Plan (GA) $393K · 1
- South Shore Hospital, Inc. Pension Plan (MA) $401K · 604
Frequently Asked Questions
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Next read for David T. Jones, Dds Cash Balance Plan
Multi-year trail
Ways to act on David T. Jones, Dds Cash Balance Plan's numbers.
- By total assets, David T. Jones, Dds Cash Balance Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- David T. Jones, Dds, PC's sponsor-wide assets have grown 35.7% since 2022 across 2 plan years on file. More Healthcare & Social Assistance plans