Defined Benefit (Pension) · DOL Form 5500 · 2023

David T. Jones, Dds, PC Pension Plan

Data updated 2026-08-25

$658K
Total assets Small plan by assets
7
Participants Small participant base
20th
Percentile by assets National rank
$94,054
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: David T. Jones, Dds Cash Balance Plan · Sponsored by David T. Jones, Dds, PC · New York · Healthcare & Social Assistance

$658K in assets, 7 participants

David T. Jones, Dds, PC's David T. Jones, Dds Cash Balance Plan reported $658K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,743 in Healthcare & Social Assistance (17,684 peers)

David T. Jones, Dds, PC multi-year trail

David T. Jones, Dds, PC's plans moved +35.7% in assets from 2022 to 2023; this filing shows David T. Jones, Dds Cash Balance Plan at $658K / 7 participants.

#2,743
in Healthcare & Social Assistance (17,684 peers)
+66.1%
assets growth YoY

David T. Jones, Dds Cash Balance Plan among the smaller filed plans by assets

David T. Jones, Dds Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$658,376 20th percentile higher than 20% of 127,068 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 2023

David T. Jones, Dds Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David T. Jones, Dds Cash Balance Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David T. Jones, Dds Cash Balance Plan end-of-year assets rose from $396K in the plan year 2022 filing to $658K in the plan year 2023 filing.
  • David T. Jones, Dds Cash Balance Plan reported net income rose from $192K in the plan year 2022 filing to $262K in the plan year 2023 filing.
  • David T. Jones, Dds Cash Balance Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 743166279 · David T. Jones, Dds, PC PY 2023 · Defined Benefit (Pension)

David T. Jones, Dds Cash Balance Plan · $658K · 7 · 20th

  • RANK $658K
  • RANK 7
  • RANK 20th
  • RANK Defined Benefit (Pension)
  • RANK near Ctdu Partition Pension Fund
  • RANK ind #2743

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 York →

David T. Jones, Dds Cash Balance Plan in the asset neighbourhood

Stuart a. Linder, M.D., Inc. Cash Balance Pension PlanStuart a. Linder, M.D., Inc.…$666KDavid T. Jones, Dds Cash Balance PlanDavid T. Jones, Dds Cash Bal…$658KCtdu Partition Pension Fund$657KOrthopedic Medical Center Cash Balance PlanOrthopedic Medical Center Ca…$664K4j Energy, LLC Defined Benefit Pension Plan4j Energy, LLC Defined Benef…$665K
End-of-year total assets ($M) among David T. Jones, Dds Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

David T. Jones, Dds, PC multi-year asset trail

Sponsor-wide plan assets over time

All David T. Jones, Dds, PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 35.73865445096606% vs 2022
2023 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 20222023 $1.64M $2.23M ▲ +36.0%
Year Plans Participants Total Assets
2022 2 12 $2M
2023 2 14 $2M

David T. Jones, Dds, PC filing trail (2023)

Total Assets (Beginning of Year)$396K
Net Assets (End of Year)$658K
Net Income$262K
Employer EIN743166279
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

David T. Jones, Dds Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants David T. Jones, Dds Cash Balance Plan, Total assets ($B): 0.000658376 · Participants: 7David T. Jones, Dds Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
David T. Jones, Dds Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare David T. Jones, Dds Cash Balance Plan side-by-side with 3 peers →

David T. Jones, Dds Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Ctdu Partition Pension Fund in IL ($657K); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did David T. Jones, Dds Cash Balance Plan assets move in 2023? ▼
David T. Jones, Dds Cash Balance Plan surged - up 66.1% during 2023, from $396K to $658K. Reported net income was $262K.
How have David T. Jones, Dds, PC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), David T. Jones, Dds, PC's sponsor-wide assets grew 35.7%, from $2M to $2M.
Where does David T. Jones, Dds Cash Balance Plan rank by assets among Form 5500 filers? ▼
David T. Jones, Dds Cash Balance Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to David T. Jones, Dds Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ctdu Partition Pension Fund in IL ($657K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to David T. Jones, Dds Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 743166279.

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.