Money Purchase · DOL Form 5500 · 2023
Charles S. James, D.D.S., Ltd. Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $2.6M
- Avg per participant High balance/head
Official DOL plan name: Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust · Sponsored by Charles S. James, D.D.S., Ltd. · Illinois · Professional & Technical Services
$3M in assets, 1 participants
Charles S. James, D.D.S., Ltd.'s Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #6,121 in Professional & Technical Services (20,321 peers)
Charles S. James, D.D.S., Ltd. multi-year trail
Charles S. James, D.D.S., Ltd.'s plans moved +21.3% in assets from 2022 to 2024; this filing shows Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust at $3M / 1 participant.
- #6,121
- in Professional & Technical Services (20,321 peers)
- +10.3%
- assets growth YoY
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,570,662 34th percentile higher than 34% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust reported net income rose from -$651K in the plan year 2022 filing to $241K in the plan year 2023 filing.
- Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 362693561 · Charles S. James, D.D.S., Ltd. PY 2023 · Money Purchase
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust · $3M · 1 · 34th
- PART $3M
- PART 1
- PART 34th
- PART Money Purchase
- PART near Meramec Group Inc Retirement Plan
- PART ind #6121
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 Professional & Technical Services retirement plans → · Plans in Illinois →
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust in the asset neighbourhood
Charles S. James, D.D.S., Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Charles S. James, D.D.S., Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 21.29999321820303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | 1 | $3M |
Charles S. James, D.D.S., Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $241K |
| Employer EIN | 362693561 |
| Plan Effective Date | 1970-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $751M · 1,685
- NECA-IBEW Local 176 Pension Trust Fund $678M · 2,263
- NECA-IBEW Local 364 Defined Contribution Plan $468M · 763
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $194M · 1,187
- Sheet Metal Workers Local 219 Retirement Savings Fund $184M · 907
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Meramec Group Inc Retirement Plan in MO ($3M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Lmr Retirement Plan (PR) 1 · 0 off
- Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
- Jose Hernandez Retirement Plan (PR) 1 · 0 off
- Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.