Money Purchase · DOL Form 5500 · 2022

Winston W Chen Dds PA Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
38th
Percentile by assets National rank
$650,390
Avg per participant High balance/head
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Official DOL plan name: Winston W Chen Dds PA Profit Sharing Plan · Sponsored by Winston W Chen Dds PA · New Jersey · Healthcare & Social Assistance

$3M in assets, 4 participants

Winston W Chen Dds PA's Winston W Chen Dds PA Profit Sharing Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #8,139 in Healthcare & Social Assistance (20,060 peers)

Winston W Chen Dds PA multi-year trail

Winston W Chen Dds PA's plans moved +63.9% in assets from 2022 to 2024; this filing shows Winston W Chen Dds PA Profit Sharing Plan at $3M / 4 participants.

#8,139
in Healthcare & Social Assistance (20,060 peers)
-32.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Winston W Chen Dds PA Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Winston W Chen Dds PA Profit Sharing Plan vs every filed plan by assets

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

$2,601,560 38th percentile higher than 38% 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

Winston W Chen Dds PA Profit Sharing 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. Winston W Chen Dds PA Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 223697098 · Winston W Chen Dds PA PY 2022 · Money Purchase

Winston W Chen Dds PA Profit Sharing Plan · $3M · 4 · 38th

  • EBSA $3M
  • EBSA 4
  • EBSA 38th
  • EBSA Money Purchase
  • EBSA near Hurria Medical Corp
  • EBSA ind #8139

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 Jersey →

Winston W Chen Dds PA Profit Sharing Plan in the asset neighbourhood

Totaltrust Retirement Fund$3MWinston W Chen Dds PA Profit Sharing PlanWinston W Chen Dds PA Profit…$3MHurria Medical Corp$3MAsheville Transit Employees Money Purchase Pension PlanAsheville Transit Employees …$3MThe Family Connection Partnership Defined Contribution PlanThe Family Connection Partne…$3M
End-of-year total assets ($M) among Winston W Chen Dds PA Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Winston W Chen Dds PA multi-year asset trail

Sponsor-wide plan assets over time

All Winston W Chen Dds PA plans reported in each filing year

Latest sponsor-wide plan assets
$7M 63.86576775774502% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.16M $6.82M ▲ +63.9%
Year Plans Participants Total Assets
2022 2 8 $4M
2023 2 8 $6M
2024 2 8 $7M

Winston W Chen Dds PA filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN223697098
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Winston W Chen Dds PA Profit Sharing Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20002004006008001000 Total assets ($M) Participants Winston W Chen Dds PA Profit Sharing Plan, Total assets ($M): 2.60156 · Participants: 4Winston W Chen Dds PA Profit Sharing PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 871.227492 · Participants: 5455Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 658.631098 · Participants: 4255Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 524.999965 · Participants: 3282Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 383.856684 · Participants: 1139Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 257.331519 · Participants: 1957Plumbers & Pipefitters Local 9 Surety Plan
Winston W Chen Dds PA Profit Sharing Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Winston W Chen Dds PA Profit Sharing Plan side-by-side with 3 peers →

Winston W Chen Dds PA Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Hurria Medical Corp in CA ($3M); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Winston W Chen Dds PA Profit Sharing Plan assets move in 2022? ▼
Winston W Chen Dds PA Profit Sharing Plan contracted severely - down 32.4% during 2022, from $4M to $3M. Reported net income was -$1M.
How have Winston W Chen Dds PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winston W Chen Dds PA's sponsor-wide assets grew 63.9%, from $4M to $7M.
Which Money Purchase plans are similar in size to Winston W Chen Dds PA Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hurria Medical Corp in CA ($3M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Winston W Chen Dds PA Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants, $332K 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 223697098.

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.