Defined Benefit (Pension) · DOL Form 5500 · 2023

Oak Grove Family Dentistry Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
17
Participants Small participant base
43rd
Percentile by assets National rank
$276,473
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oak Grove Family Dentistry Cash Balance Plan · Sponsored by Oak Grove Family Dentistry · Mississippi · Healthcare & Social Assistance

$5M in assets, 17 participants

Oak Grove Family Dentistry's Oak Grove Family Dentistry Cash Balance Plan reported $5M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,258 in Healthcare & Social Assistance (17,684 peers)

Oak Grove Family Dentistry multi-year trail

Oak Grove Family Dentistry's plans moved +35.7% in assets from 2022 to 2024; this filing shows Oak Grove Family Dentistry Cash Balance Plan at $5M / 17 participants.

#8,258
in Healthcare & Social Assistance (17,684 peers)
+21.7%
assets growth YoY

Oak Grove Family Dentistry Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oak Grove Family Dentistry Cash Balance Plan vs every filed plan by assets

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

$4,700,049 43rd percentile higher than 43% 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

Oak Grove Family Dentistry 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. Oak Grove Family Dentistry Cash Balance Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak Grove Family Dentistry Cash Balance Plan reported net income rose from $644K in the plan year 2022 filing to $838K in the plan year 2023 filing.
  • Oak Grove Family Dentistry Cash Balance Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 640793028 · Oak Grove Family Dentistry PY 2023 · Defined Benefit (Pension)

Oak Grove Family Dentistry Cash Balance Plan · $5M · 17 · 43rd

  • RANK $5M
  • PHOTO 17
  • IND 43rd
  • EOY Defined Benefit (Pension)
  • 5500 near Staff Retirement Plan of Local 475
  • ASSETS ind #8258

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 Mississippi →

Oak Grove Family Dentistry Cash Balance Plan in the asset neighbourhood

Aza Cash Balance Plan$5MOak Grove Family Dentistry Cash Balance PlanOak Grove Family Dentistry C…$5MStaff Retirement Plan of Local 475Staff Retirement Plan of Loc…$5MTrace International Holdings, Inc. Retirement Plan for Salaried EmployeesTrace International Holdings…$5MProgress Rail Locomotive Inc. Pension Plan for Hourly-Rate Legacy EmployeesProgress Rail Locomotive Inc…$5M
End-of-year total assets ($M) among Oak Grove Family Dentistry Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oak Grove Family Dentistry multi-year asset trail

Sponsor-wide plan assets over time

All Oak Grove Family Dentistry plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.659644915627915% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.86M $5.24M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 17 $4M
2023 1 17 $5M
2024 1 19 $5M

Oak Grove Family Dentistry filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$838K
Employer EIN640793028
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Mississippi

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

Oak Grove Family Dentistry Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600800 Total assets ($M) Participants Oak Grove Family Dentistry Cash Balance Plan, Total assets ($M): 4.700049 · Participants: 17Oak Grove Family Dentistry Cash Balance PlanHancock Whitney Corporation Pension Plan, Total assets ($M): 745.772396 · Participants: 1723Hancock Whitney Corporation Pension PlanNorth Mississippi Health Services, Inc. Retirement Plan & Trust Agreement, Total assets ($M): 491.683623 · Participants: 1837North Mississippi Health Services, Inc. Retirement Plan & Trust AgreementSfb Casualty Ins Co Retirement Plan, Total assets ($M): 430.75458 · Participants: 1492Sfb Casualty Ins Co Retirement PlanCadence Retirement Plan and Trust Agreement, Total assets ($M): 337.803252 · Participants: 4758Cadence Retirement Plan and Trust AgreementSouthern Farm Bureau Life Insurance Company Retirement Plan, Total assets ($M): 229.947844 · Participants: 607Southern Farm Bureau Life Insurance Company Retirement Plan
Oak Grove Family Dentistry Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Oak Grove Family Dentistry Cash Balance Plan side-by-side with 3 peers →

Oak Grove Family Dentistry Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Staff Retirement Plan of Local 475 in NY ($5M); by covered participants it is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Oak Grove Family Dentistry Cash Balance Plan assets move in 2023? ▼
Oak Grove Family Dentistry Cash Balance Plan grew sharply - up 21.7% during 2023, from $4M to $5M. Reported net income was $838K.
How have Oak Grove Family Dentistry plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Grove Family Dentistry's sponsor-wide assets grew 35.7%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Oak Grove Family Dentistry Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Staff Retirement Plan of Local 475 in NY ($5M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oak Grove Family Dentistry Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (17 participants, $43M 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 640793028.

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.