Money Purchase · DOL Form 5500 · 2022
Carbon Oral Surgery Associates PC Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 9
- Participants
- 35th
- Percentile by assets
- $246,255
- Avg per participant
Official DOL plan name: John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan · Sponsored by Carbon Oral Surgery Associates PC · Pennsylvania · Healthcare & Social Assistance
$2M in assets, 9 participants
Carbon Oral Surgery Associates PC's John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan reported $2M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- 35th percentile by assets (of 139,126 plans)
- #7,463 in Healthcare & Social Assistance (20,060 peers)
Carbon Oral Surgery Associates PC multi-year trail
Carbon Oral Surgery Associates PC's plans moved +24.9% in assets from 2022 to 2024; this filing shows John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan at $2M / 9 participants.
- $2M
- total plan assets (2022 EOY)
- 9
- covered participants
- 35th
- percentile by assets (of 139,126 plans)
- $246,255
- avg assets per participant
The plan reported a net loss of $139K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carbon Oral Surgery Associates PC across 3 plan years on file
Across the 3 plan years Carbon Oral Surgery Associates PC has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 24.9%, while reported participants moved from 14 to 14 (+0.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).
Carbon Oral Surgery Associates PC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14 | $3M |
| 2023 | 2 | 15 | $3M |
| 2024 | 2 | 14 | $4M |
Carbon Oral Surgery Associates PC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$139K |
| Employer EIN | 222301622 |
| Plan Effective Date | 1980-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension 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 John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan assets move in 2022? ▼
How have Carbon Oral Surgery Associates PC plan assets changed over time? ▼
Which Money Purchase plans are similar in size to John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan? ▼
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Multi-year trail
Ways to act on John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan's numbers.
- By total assets, John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension 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
- Carbon Oral Surgery Associates PC's sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans