Defined Benefit (Pension) · DOL Form 5500 · 2023

Oneida County Orthodontics P.C. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
24th
Percentile by assets National rank
$146,873
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oneida County Orthodontics P.C. Cash Balance Plan · Sponsored by Oneida County Orthodontics P.C. · New York · Healthcare & Social Assistance

$1M in assets, 7 participants

Oneida County Orthodontics P.C.'s Oneida County Orthodontics P.C. Cash Balance Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,502 in Healthcare & Social Assistance (17,684 peers)

Oneida County Orthodontics P.C. multi-year trail

Oneida County Orthodontics P.C.'s plans moved +44.3% in assets from 2022 to 2023; this filing shows Oneida County Orthodontics P.C. Cash Balance Plan at $1M / 7 participants.

#3,502
in Healthcare & Social Assistance (17,684 peers)
+43.4%
assets growth YoY

Oneida County Orthodontics P.C. Cash Balance Plan among the smaller filed plans by assets

Oneida County Orthodontics P.C. Cash Balance Plan vs every filed plan by assets

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

$1,028,114 24th percentile higher than 24% 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

Oneida County Orthodontics P.C. 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. Oneida County Orthodontics P.C. 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

  • Oneida County Orthodontics P.C. Cash Balance Plan reported net income rose from $212K in the plan year 2022 filing to $311K in the plan year 2023 filing.
  • Oneida County Orthodontics P.C. Cash Balance Plan end-of-year assets rose from $717K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 831776187 · Oneida County Orthodontics P.C. PY 2023 · Defined Benefit (Pension)

Oneida County Orthodontics P.C. Cash Balance Plan · $1M · 7 · 24th

  • BOY $1M
  • BOY 7
  • BOY 24th
  • BOY Defined Benefit (Pension)
  • BOY near Doctors on Liens Inc Defined Benefit Pension Plan
  • BOY ind #3502

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 →

Oneida County Orthodontics P.C. Cash Balance Plan in the asset neighbourhood

Oneida County Orthodontics P.C. Cash Balance PlanOneida County Orthodontics P…$1MDoctors on Liens Inc Defined Benefit Pension PlanDoctors on Liens Inc Defined…$1MProvine School Pictures, L.L.C. Defined Benefit Retirement PlanProvine School Pictures, L.L…$1MHome Care Pharmacy Cash Balance Pension PlanHome Care Pharmacy Cash Bala…$1MRobinson Engineering, Ltd. Cash Balance PlanRobinson Engineering, Ltd. C…$1M
End-of-year total assets ($M) among Oneida County Orthodontics P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oneida County Orthodontics P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Oneida County Orthodontics P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.296766533759765% vs 2022
2023 filing year
$0.8M$1M$1.2M$1.4M$1.6M 20222023 $1.03M $1.49M ▲ +44.7%
Year Plans Participants Total Assets
2022 2 23 $1M
2023 2 25 $1M

Oneida County Orthodontics P.C. filing trail (2023)

Total Assets (Beginning of Year)$717K
Net Assets (End of Year)$1M
Net Income$311K
Employer EIN831776187
Plan Effective Date2020-01-01
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.

Oneida County Orthodontics P.C. 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 ($B) Participants Oneida County Orthodontics P.C. Cash Balance Plan, Total assets ($B): 0.001028114 · Participants: 7Oneida County Orthodontics P.C. 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
Oneida County Orthodontics P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Oneida County Orthodontics P.C. Cash Balance Plan side-by-side with 3 peers →

Oneida County Orthodontics P.C. 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 Doctors on Liens Inc Defined Benefit Pension Plan in CA ($1M); 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 Oneida County Orthodontics P.C. Cash Balance Plan assets move in 2023? ▼
Oneida County Orthodontics P.C. Cash Balance Plan surged - up 43.4% during 2023, from $717K to $1M. Reported net income was $311K.
How have Oneida County Orthodontics P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Oneida County Orthodontics P.C.'s sponsor-wide assets grew 44.3%, from $1M to $1M.
Where does Oneida County Orthodontics P.C. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Oneida County Orthodontics P.C. Cash Balance Plan ranks in the 24th 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 Oneida County Orthodontics P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Doctors on Liens Inc Defined Benefit Pension Plan in CA ($1M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oneida County Orthodontics P.C. 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 831776187.

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.