Money Purchase · DOL Form 5500 · 2023

Winston W Chen Dds PA Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
38th
Percentile by assets National rank
$889,129
Avg per participant High balance/head
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Official DOL plan name: Winston W Chen Dds PA Profit Sharing Plan · Sponsored by Winston W Chen Dds PA · New Jersey · Healthcare & Social Assistance

$4M in assets, 4 participants

Winston W Chen Dds PA's Winston W Chen Dds PA Profit Sharing Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,107 in Healthcare & Social Assistance (17,684 peers)

Winston W Chen Dds PA multi-year trail

Winston W Chen Dds PA's plans moved +63.9% in assets from 2022 to 2024; this filing shows Winston W Chen Dds PA Profit Sharing Plan at $4M / 4 participants.

#7,107
in Healthcare & Social Assistance (17,684 peers)
+36.7%
assets growth YoY

Winston W Chen Dds PA Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Winston W Chen Dds PA Profit Sharing Plan vs every filed plan by assets

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

$3,556,517 38th percentile higher than 38% 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

Winston W Chen Dds PA 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. Winston W Chen Dds PA Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winston W Chen Dds PA Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $955K in the plan year 2023 filing.
  • Winston W Chen Dds PA Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223697098 · Winston W Chen Dds PA PY 2023 · Money Purchase

Winston W Chen Dds PA Profit Sharing Plan · $4M · 4 · 38th

  • SCH $4M
  • EBSA 4
  • PART 38th
  • TYPE Money Purchase
  • NET near Money Purchase Plan
  • BOOK ind #7107

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 →

Winston W Chen Dds PA Profit Sharing Plan in the asset neighbourhood

Hj Kornfeld Profit Sharing Plan and TrustHj Kornfeld Profit Sharing P…$4MStanton Video Services,Inc Employees' Money Purchase PlanStanton Video Services,Inc E…$4MWinston W Chen Dds PA Profit Sharing PlanWinston W Chen Dds PA Profit…$4MMoney Purchase Plan$4MGeorgiou Consulting, Inc. Money Purchase PlanGeorgiou Consulting, Inc. Mo…$3M
End-of-year total assets ($M) among Winston W Chen Dds PA Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Winston W Chen Dds PA multi-year asset trail

Sponsor-wide plan assets over time

All Winston W Chen Dds PA plans reported in each filing year

Latest sponsor-wide plan assets
$7M 63.86576775774502% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.16M $6.82M ▲ +63.9%
Year Plans Participants Total Assets
2022 2 8 $4M
2023 2 8 $6M
2024 2 8 $7M

Winston W Chen Dds PA filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$955K
Employer EIN223697098
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Winston W Chen Dds PA Profit Sharing Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50005001000 Total assets ($M) Participants Winston W Chen Dds PA Profit Sharing Plan, Total assets ($M): 3.556517 · Participants: 4Winston W Chen Dds PA Profit Sharing PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
Winston W Chen Dds PA Profit Sharing Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Winston W Chen Dds PA Profit Sharing Plan side-by-side with 3 peers →

Winston W Chen Dds PA Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Money Purchase Plan in CA ($4M); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Winston W Chen Dds PA Profit Sharing Plan assets move in 2023? ▼
Winston W Chen Dds PA Profit Sharing Plan surged - up 36.7% during 2023, from $3M to $4M. Reported net income was $955K.
How have Winston W Chen Dds PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winston W Chen Dds PA's sponsor-wide assets grew 63.9%, from $4M to $7M.
Which Money Purchase plans are similar in size to Winston W Chen Dds PA Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Money Purchase Plan in CA ($4M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Winston W Chen Dds PA Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K 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 223697098.

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.