Money Purchase · DOL Form 5500 · 2023
Michael P Logue Dmd PA Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Michael P Logue Dmd PA Employees Profit Sharing Plan · Sponsored by Michael P Logue Dmd PA · Florida · Healthcare & Social Assistance
$2M in assets, 2 participants
Michael P Logue Dmd PA's Michael P Logue Dmd PA Employees Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,642 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Michael P Logue Dmd PA Employees Profit Sharing Plan grew sharply 23.6% in 2023 ($2M → $2M) for 2 participants.
- #5,642
- in Healthcare & Social Assistance (17,684 peers)
- +23.6%
- assets growth YoY
Michael P Logue Dmd PA Employees Profit Sharing Plan among the smaller filed plans by assets
Michael P Logue Dmd PA Employees Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,348,967 32nd percentile higher than 32% 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
Michael P Logue Dmd PA Employees Profit Sharing 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. Michael P Logue Dmd PA Employees Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Michael P Logue Dmd PA Employees Profit Sharing Plan reported net income rose from -$607K in the plan year 2022 filing to $449K in the plan year 2023 filing.
- Michael P Logue Dmd PA Employees Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- Michael P Logue Dmd PA Employees Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 650769607 · Michael P Logue Dmd PA PY 2023 · Money Purchase
Michael P Logue Dmd PA Employees Profit Sharing Plan · $2M · 2 · 32nd
- EOY $2M
- EOY 2
- EOY 32nd
- EOY Money Purchase
- EOY near Wolcott Chiropractic Profit Sharing Plan 444 Wolcott Road Wolcott, Ct 06716
- EOY ind #5642
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 Florida →
Michael P Logue Dmd PA Employees Profit Sharing Plan in the asset neighbourhood
Michael P Logue Dmd PA years around the 2023 move
Sponsor-wide plan assets over time
All Michael P Logue Dmd PA plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $449K |
| Employer EIN | 650769607 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Elliott Money Purchase Pension Plan $389M · 448
- Southern States Savings & Retirement Plan Trust $178M · 13,258
- NECA-IBEW 177 Pension Fund $129M · 1,443
- Lifelink Foundation, Inc. Retirement Plan $95M · 476
- I.B.E.W. Local Union No. 728 Annuity Fund $88M · 1,712
Michael P Logue Dmd PA Employees Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is Wolcott Chiropractic Profit Sharing Plan 444 Wolcott Road Wolcott, Ct 06716 in CT ($2M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Blake Money Purchase Pension Plan (MA) 2 · 0 off
- Diagnostic Radiology Consultants PC Money Purchase Pension Plan (OK) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.