Defined Benefit (Pension) · DOL Form 5500 · 2023

Dougherty Dental Corporation Pension Plan

Data updated 2026-08-25

$415K
Total assets Small plan by assets
10
Participants Small participant base
16th
Percentile by assets National rank
$41,460
Avg per participant Low balance/head
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Official DOL plan name: Dougherty Dental Corporation Defined Benefit Pension Plan · Sponsored by Dougherty Dental Corporation · California · Healthcare & Social Assistance

$415K in assets, 10 participants

Dougherty Dental Corporation's Dougherty Dental Corporation Defined Benefit Pension Plan reported $415K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,062 in Healthcare & Social Assistance (17,684 peers)

Dougherty Dental Corporation multi-year trail

Dougherty Dental Corporation's plans moved +71.7% in assets from 2022 to 2024; this filing shows Dougherty Dental Corporation Defined Benefit Pension Plan at $415K / 10 participants.

#2,062
in Healthcare & Social Assistance (17,684 peers)
+55.6%
assets growth YoY

Dougherty Dental Corporation Defined Benefit Pension Plan among the smaller filed plans by assets

Dougherty Dental Corporation Defined Benefit Pension Plan vs every filed plan by assets

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

$414,602 16th percentile higher than 16% 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

Dougherty Dental Corporation Defined Benefit Pension 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. Dougherty Dental Corporation Defined Benefit Pension Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dougherty Dental Corporation Defined Benefit Pension Plan end-of-year assets rose from $266K in the plan year 2022 filing to $415K in the plan year 2023 filing.
  • Dougherty Dental Corporation Defined Benefit Pension Plan reported net income rose from $123K in the plan year 2022 filing to $148K in the plan year 2023 filing.
  • Dougherty Dental Corporation Defined Benefit Pension Plan reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952677065 · Dougherty Dental Corporation PY 2023 · Defined Benefit (Pension)

Dougherty Dental Corporation Defined Benefit Pension Plan · $415K · 10 · 16th

  • BOOK $415K
  • BOOK 10
  • BOOK 16th
  • BOOK Defined Benefit (Pension)
  • BOOK near International Union of Tool Die and Mold Makers Pension Plan
  • BOOK ind #2062

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 California →

Dougherty Dental Corporation Defined Benefit Pension Plan in the asset neighbourhood

Lipworth Diamond Corp. Cash Balance PlanLipworth Diamond Corp. Cash …$416KHausman Law Group, PC Defined Benefit Pension PlanHausman Law Group, PC Define…$416KDougherty Dental Corporation Defined Benefit Pension PlanDougherty Dental Corporation…$415KInternational Union of Tool Die and Mold Makers Pension PlanInternational Union of Tool …$414KIdy, LLC Cash Balance Plan$413K
End-of-year total assets ($M) among Dougherty Dental Corporation Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Dougherty Dental Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Dougherty Dental Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 71.6566067222521% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.86M $4.91M ▲ +71.7%
Year Plans Participants Total Assets
2022 2 22 $3M
2023 2 20 $4M
2024 2 21 $5M

Dougherty Dental Corporation filing trail (2023)

Total Assets (Beginning of Year)$266K
Net Assets (End of Year)$415K
Net Income$148K
Employer EIN952677065
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Dougherty Dental Corporation Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Dougherty Dental Corporation Defined Benefit Pension Plan, Total assets ($B): 0.000414602 · Participants: 10Dougherty Dental Corporation Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Dougherty Dental Corporation Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Dougherty Dental Corporation Defined Benefit Pension Plan side-by-side with 3 peers →

Dougherty Dental Corporation Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is International Union of Tool Die and Mold Makers Pension Plan in NJ ($414K); by covered participants it is Lakeside Manufacturing, Inc. Employees' Pension Plan in WI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Dougherty Dental Corporation Defined Benefit Pension Plan assets move in 2023? ▼
Dougherty Dental Corporation Defined Benefit Pension Plan surged - up 55.6% during 2023, from $266K to $415K. Reported net income was $148K.
How have Dougherty Dental Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dougherty Dental Corporation's sponsor-wide assets grew 71.7%, from $3M to $5M.
Where does Dougherty Dental Corporation Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Dougherty Dental Corporation Defined Benefit Pension Plan ranks in the 16th 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 Dougherty Dental Corporation Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Union of Tool Die and Mold Makers Pension Plan in NJ ($414K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dougherty Dental Corporation Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lakeside Manufacturing, Inc. Employees' Pension Plan in WI (10 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 952677065.

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.