Defined Benefit (Pension) · DOL Form 5500 · 2022

David T. Jones, Dds, PC Pension Plan

Data updated 2026-08-25

$396K
Total assets Small plan by assets
6
Participants Small participant base
16th
Percentile by assets National rank
$66,058
Avg per participant Below avg balance/head
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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.

  • #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.

#2,424
in Healthcare & Social Assistance (20,060 peers)
+94.3%
assets growth YoY

David T. Jones, Dds Cash Balance Plan among the smaller filed plans by assets

David T. Jones, Dds Cash Balance Plan vs every filed plan by assets

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

$396,350 16th percentile higher than 16% 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

David T. Jones, Dds 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. David T. Jones, Dds Cash Balance Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 743166279 · David T. Jones, Dds, PC PY 2022 · Defined Benefit (Pension)

David T. Jones, Dds Cash Balance Plan · $396K · 6 · 16th

  • BOY $396K
  • BOY 6
  • BOY 16th
  • BOY Defined Benefit (Pension)
  • BOY near Trinity Health ERISA Pension Plan
  • BOY ind #2424

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 →

David T. Jones, Dds Cash Balance Plan in the asset neighbourhood

David T. Jones, Dds Cash Balance PlanDavid T. Jones, Dds Cash Bal…$396KTrinity Health ERISA Pension PlanTrinity Health ERISA Pension…$396KSouth Shore Hospital, Inc. Pension PlanSouth Shore Hospital, Inc. P…$401KEmployee Benefits Plan of Tri-County Urban LeagueEmployee Benefits Plan of Tr…$394KParkview Commons, LLC DB Plan$393K
End-of-year total assets ($M) among David T. Jones, Dds Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

David T. Jones, Dds, PC multi-year asset trail

Sponsor-wide plan assets over time

All David T. Jones, Dds, PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 35.73865445096606% vs 2022
2023 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 20222023 $1.64M $2.23M ▲ +36.0%
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 EIN743166279
Plan Effective Date2021-01-01
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.

David T. Jones, Dds 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 ($B) Participants David T. Jones, Dds Cash Balance Plan, Total assets ($B): 0.00039635 · Participants: 6David T. Jones, Dds 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
David T. Jones, Dds Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare David T. Jones, Dds Cash Balance Plan side-by-side with 3 peers →

David T. Jones, Dds 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 Trinity Health ERISA Pension Plan in MI ($396K); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($396K here).

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 David T. Jones, Dds Cash Balance Plan assets move in 2022? ▼
David T. Jones, Dds Cash Balance Plan surged - up 94.3% during 2022, from $204K to $396K. Reported net income was $192K.
How have David T. Jones, Dds, PC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), David T. Jones, Dds, PC's sponsor-wide assets grew 35.7%, from $2M to $2M.
Where does David T. Jones, Dds Cash Balance Plan rank by assets among Form 5500 filers? ▼
David T. Jones, Dds Cash Balance Plan ranks in the 16th 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 David T. Jones, Dds Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Trinity Health ERISA Pension Plan in MI ($396K, 2,600 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to David T. Jones, Dds 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 743166279.

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.