Defined Benefit (Pension) · DOL Form 5500 · 2023

Jtm Perio Implants, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
35th
Percentile by assets National rank
$316,083
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jtm Perio Implants, Inc. Cash Balance Plan · Sponsored by Jtm Perio Implants, Inc. · California · Healthcare & Social Assistance

$3M in assets, 9 participants

Jtm Perio Implants, Inc.'s Jtm Perio Implants, Inc. Cash Balance Plan reported $3M in total assets and 9 participants in its 2023 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.

  • #6,298 in Healthcare & Social Assistance (17,684 peers)

Jtm Perio Implants, Inc. multi-year trail

Jtm Perio Implants, Inc.'s plans moved +73.6% in assets from 2022 to 2024; this filing shows Jtm Perio Implants, Inc. Cash Balance Plan at $3M / 9 participants.

#6,298
in Healthcare & Social Assistance (17,684 peers)
+46.5%
assets growth YoY

Jtm Perio Implants, Inc. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jtm Perio Implants, Inc. Cash Balance Plan vs every filed plan by assets

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

$2,844,745 35th percentile higher than 35% 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

Jtm Perio Implants, Inc. 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. Jtm Perio Implants, Inc. Cash Balance Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jtm Perio Implants, Inc. Cash Balance Plan reported net income rose from $410K in the plan year 2022 filing to $902K in the plan year 2023 filing.
  • Jtm Perio Implants, Inc. Cash Balance Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823847331 · Jtm Perio Implants, Inc. PY 2023 · Defined Benefit (Pension)

Jtm Perio Implants, Inc. Cash Balance Plan · $3M · 9 · 35th

  • BOY $3M
  • BOY 9
  • BOY 35th
  • BOY Defined Benefit (Pension)
  • BOY near Boise Pathology Group, P.a. Cash Balance Pension Plan
  • BOY ind #6298

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 →

Jtm Perio Implants, Inc. Cash Balance Plan in the asset neighbourhood

Pyrotechnics Management, Inc. Defined Benefit Pension PlanPyrotechnics Management, Inc…$3MIBEW Local 1799 Pension Fund$3MBoise Pathology Group, P.a. Cash Balance Pension PlanBoise Pathology Group, P.a. …$3MAnesthesia Practice Consultants, P.C. Defined Benefit Pension PlanAnesthesia Practice Consulta…$3MJtm Perio Implants, Inc. Cash Balance PlanJtm Perio Implants, Inc. Cas…$3M
End-of-year total assets ($M) among Jtm Perio Implants, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Jtm Perio Implants, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jtm Perio Implants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 73.59868305657001% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.93M $5.09M ▲ +73.7%
Year Plans Participants Total Assets
2022 2 18 $3M
2023 2 18 $4M
2024 2 18 $5M

Jtm Perio Implants, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$902K
Employer EIN823847331
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Jtm Perio Implants, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Jtm Perio Implants, Inc. Cash Balance Plan, Total assets ($B): 0.002844745 · Participants: 9Jtm Perio Implants, Inc. Cash Balance 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
Jtm Perio Implants, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Jtm Perio Implants, Inc. Cash Balance Plan side-by-side with 3 peers →

Jtm Perio Implants, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Boise Pathology Group, P.a. Cash Balance Pension Plan in ID ($3M); by covered participants it is Symphony Management Cash Balance Plan in FL (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Jtm Perio Implants, Inc. Cash Balance Plan assets move in 2023? ▼
Jtm Perio Implants, Inc. Cash Balance Plan surged - up 46.5% during 2023, from $2M to $3M. Reported net income was $902K.
How have Jtm Perio Implants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jtm Perio Implants, Inc.'s sponsor-wide assets grew 73.6%, from $3M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Jtm Perio Implants, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Boise Pathology Group, P.a. Cash Balance Pension Plan in ID ($3M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jtm Perio Implants, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Symphony Management Cash Balance Plan in FL (9 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 823847331.

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.