Defined Benefit (Pension) · DOL Form 5500 · 2022

Oak Grove Family Dentistry Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
17
Participants Small participant base
45th
Percentile by assets National rank
$227,190
Avg per participant Above avg balance/head
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Official DOL plan name: Oak Grove Family Dentistry Cash Balance Plan · Sponsored by Oak Grove Family Dentistry · Mississippi · Healthcare & Social Assistance

$4M in assets, 17 participants

Oak Grove Family Dentistry's Oak Grove Family Dentistry Cash Balance Plan reported $4M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #10,067 in Healthcare & Social Assistance (20,060 peers)

Oak Grove Family Dentistry multi-year trail

Oak Grove Family Dentistry's plans moved +35.7% in assets from 2022 to 2024; this filing shows Oak Grove Family Dentistry Cash Balance Plan at $4M / 17 participants.

#10,067
in Healthcare & Social Assistance (20,060 peers)
+20.0%
assets growth YoY

Oak Grove Family Dentistry Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oak Grove Family Dentistry Cash Balance Plan vs every filed plan by assets

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

$3,862,237 45th percentile higher than 45% 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

Oak Grove Family Dentistry Cash Balance Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Grove Family Dentistry Cash Balance Plan is a small filing (17 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 640793028 · Oak Grove Family Dentistry PY 2022 · Defined Benefit (Pension)

Oak Grove Family Dentistry Cash Balance Plan · $4M · 17 · 45th

  • SCH $4M
  • EBSA 17
  • PART 45th
  • TYPE Defined Benefit (Pension)
  • NET near Meridian Industries Hourly Union Retirement Plan
  • BOOK ind #10067

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 Mississippi →

Oak Grove Family Dentistry Cash Balance Plan in the asset neighbourhood

Oak Grove Family Dentistry Cash Balance PlanOak Grove Family Dentistry C…$4MMeridian Industries Hourly Union Retirement PlanMeridian Industries Hourly U…$4MOrange County Urology Associates, Inc., a Medical Group Cash Balance Pension PlanOrange County Urology Associ…$4MPreston Memorial Hospital Corporation Retirement PlanPreston Memorial Hospital Co…$4MMichigan Spine and Brain Surgeons, PLLC Cash Balance PlanMichigan Spine and Brain Sur…$4M
End-of-year total assets ($M) among Oak Grove Family Dentistry Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Oak Grove Family Dentistry multi-year asset trail

Sponsor-wide plan assets over time

All Oak Grove Family Dentistry plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.659644915627915% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.86M $5.24M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 17 $4M
2023 1 17 $5M
2024 1 19 $5M

Oak Grove Family Dentistry filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$644K
Employer EIN640793028
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Mississippi

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

Oak Grove Family Dentistry Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Oak Grove Family Dentistry Cash Balance Plan, Total assets ($M): 3.862237 · Participants: 17Oak Grove Family Dentistry Cash Balance PlanHancock Whitney Corporation Pension Plan, Total assets ($M): 700.534746 · Participants: 1855Hancock Whitney Corporation Pension PlanSfb Casualty Ins Co Retirement Plan, Total assets ($M): 429.098015 · Participants: 1485Sfb Casualty Ins Co Retirement PlanNorth Mississippi Health Services Retirement Plan & Trust Agreement, Total assets ($M): 425.139749 · Participants: 2033North Mississippi Health Services Retirement Plan & Trust AgreementCadence Retirement Plan and Trust Agreement, Total assets ($M): 341.628698 · Participants: 3874Cadence Retirement Plan and Trust AgreementSfb Life Insurance Co Retirement Plan and Trust, Total assets ($M): 247.444325 · Participants: 593Sfb Life Insurance Co Retirement Plan and Trust
Oak Grove Family Dentistry Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Oak Grove Family Dentistry Cash Balance Plan side-by-side with 3 peers →

Oak Grove Family Dentistry Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Meridian Industries Hourly Union Retirement Plan in WI ($4M); by covered participants it is Retirement Plan for Employees of Woman's Life Insurance Society in MI (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Oak Grove Family Dentistry Cash Balance Plan assets move in 2022? ▼
Oak Grove Family Dentistry Cash Balance Plan grew sharply - up 20.0% during 2022, from $3M to $4M. Reported net income was $644K.
How have Oak Grove Family Dentistry plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Grove Family Dentistry's sponsor-wide assets grew 35.7%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Oak Grove Family Dentistry Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Meridian Industries Hourly Union Retirement Plan in WI ($4M, 77 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oak Grove Family Dentistry Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Woman's Life Insurance Society in MI (17 participants, $17M 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 640793028.

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.