Money Purchase · DOL Form 5500 · 2022
Edwin M Davis Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 2
- Participants
- 27th
- Percentile by assets
- $626,921
- Avg per participant
Official DOL plan name: Edwin M Davis Dds Profit Sharing Plan · Sponsored by Edwin M Davis · Pennsylvania · Healthcare & Social Assistance
$1M in assets, 2 participants
Edwin M Davis's Edwin M Davis Dds Profit Sharing Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- 27th percentile by assets (of 139,126 plans)
- #5,128 in Healthcare & Social Assistance (20,060 peers)
Edwin M Davis multi-year trail
Edwin M Davis's plans moved +29.5% in assets from 2022 to 2024; this filing shows Edwin M Davis Dds Profit Sharing Plan at $1M / 2 participants.
- $1M
- total plan assets (2022 EOY)
- 2
- covered participants
- 27th
- percentile by assets (of 139,126 plans)
- $626,921
- avg assets per participant
The plan reported a net loss of $208K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Edwin M Davis across 3 plan years on file
Across the 3 plan years Edwin M Davis has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $2M, a gain of 29.5%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($2M); trough: 2022 ($1M).
Edwin M Davis multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $2M |
Edwin M Davis filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$208K |
| Employer EIN | 521402367 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Edwin M Davis Dds Profit Sharing Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Milton Hershey School Money Purchase Pension Plan $140M · 1,309
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Edwin M Davis Dds Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Edwin M Davis Dds Profit Sharing Plan assets move in 2022? ▼
How have Edwin M Davis plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Edwin M Davis Dds Profit Sharing Plan? ▼
Next read for Edwin M Davis Dds Profit Sharing Plan
Multi-year trail
Ways to act on Edwin M Davis Dds Profit Sharing Plan's numbers.
- By total assets, Edwin M Davis Dds Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Edwin M Davis's sponsor-wide assets have grown 29.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans