Defined Benefit (Pension) · DOL Form 5500 · 2023

Precision Orthodontics, PC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
29th
Percentile by assets National rank
$158,055
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Precision Orthodontics Cash Balance Plan · Sponsored by Precision Orthodontics, PC · New Jersey · Healthcare & Social Assistance

$2M in assets, 11 participants

Precision Orthodontics, PC's Precision Orthodontics Cash Balance Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,731 in Healthcare & Social Assistance (17,684 peers)

Precision Orthodontics, PC multi-year trail

Precision Orthodontics, PC's plans moved +139.4% in assets from 2022 to 2024; this filing shows Precision Orthodontics Cash Balance Plan at $2M / 11 participants.

#4,731
in Healthcare & Social Assistance (17,684 peers)
+78.8%
assets growth YoY

Precision Orthodontics Cash Balance Plan among the smaller filed plans by assets

Precision Orthodontics Cash Balance Plan vs every filed plan by assets

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

$1,738,605 29th percentile higher than 29% 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

Precision Orthodontics Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Precision Orthodontics Cash Balance Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Precision Orthodontics Cash Balance Plan reported net income rose from -$187K in the plan year 2022 filing to $766K in the plan year 2023 filing.
  • Precision Orthodontics Cash Balance Plan end-of-year assets rose from $973K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Precision Orthodontics Cash Balance Plan reported participants rose from 9 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 822828798 · Precision Orthodontics, PC PY 2023 · Defined Benefit (Pension)

Precision Orthodontics Cash Balance Plan · $2M · 11 · 29th

  • IND $2M
  • IND 11
  • IND 29th
  • IND Defined Benefit (Pension)
  • IND near First Federal Savings Bank Defined Benefit Plan
  • IND ind #4731

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 Jersey →

Precision Orthodontics Cash Balance Plan in the asset neighbourhood

Sb Advisors, LLC Defined Benefit PlanSb Advisors, LLC Defined Ben…$2MPrecision Orthodontics Cash Balance PlanPrecision Orthodontics Cash …$2MFirst Federal Savings Bank Defined Benefit PlanFirst Federal Savings Bank D…$2MCobble Hill Anesthesia, PLLC Cash Balance PlanCobble Hill Anesthesia, PLLC…$2MDana Niguel Internal Medicine Defined Benefit Pension PlanDana Niguel Internal Medicin…$2M
End-of-year total assets ($M) among Precision Orthodontics Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Precision Orthodontics, PC multi-year asset trail

Sponsor-wide plan assets over time

All Precision Orthodontics, PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 139.44685874519755% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.32M $3.16M ▲ +139.4%
Year Plans Participants Total Assets
2022 2 24 $1M
2023 2 25 $2M
2024 2 24 $3M

Precision Orthodontics, PC filing trail (2023)

Total Assets (Beginning of Year)$973K
Net Assets (End of Year)$2M
Net Income$766K
Employer EIN822828798
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Precision Orthodontics Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Precision Orthodontics Cash Balance Plan, Total assets ($B): 0.001738605 · Participants: 11Precision Orthodontics Cash Balance PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Precision Orthodontics Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Precision Orthodontics Cash Balance Plan side-by-side with 3 peers →

Precision Orthodontics Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is First Federal Savings Bank Defined Benefit Plan in IN ($2M); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Precision Orthodontics Cash Balance Plan assets move in 2023? ▼
Precision Orthodontics Cash Balance Plan surged - up 78.8% during 2023, from $973K to $2M. Reported net income was $766K.
How have Precision Orthodontics, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Precision Orthodontics, PC's sponsor-wide assets grew 139.4%, from $1M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Precision Orthodontics Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is First Federal Savings Bank Defined Benefit Plan in IN ($2M, 47 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Precision Orthodontics Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Boca General and Family Medicine Defined Benefit Plan in FL (11 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 822828798.

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.