Money Purchase · DOL Form 5500 · 2023

Atef Tawadros, D.D.S. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$361,170
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan · Sponsored by Atef Tawadros, D.D.S. · Indiana · Healthcare & Social Assistance

$1M in assets, 4 participants

Atef Tawadros, D.D.S.'s Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,204 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan grew sharply 21.1% in 2023 ($1M → $1M) for 4 participants.

#4,204
in Healthcare & Social Assistance (17,684 peers)
+21.1%
assets growth YoY

Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan among the smaller filed plans by assets

Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan vs every filed plan by assets

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

$1,444,681 27th percentile higher than 27% 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

Atef Tawadros, D.D.S., Hr-10 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. Atef Tawadros, D.D.S., Hr-10 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

  • Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan reported net income rose from -$137K in the plan year 2022 filing to $252K in the plan year 2023 filing.
  • Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan end-of-year assets rose from $1M 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 351606825 · Atef Tawadros, D.D.S. PY 2023 · Money Purchase

Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan · $1M · 4 · 27th

  • IND $1M
  • IND 4
  • IND 27th
  • IND Money Purchase
  • IND near James Cw Moy-Money Purchase Plan
  • IND ind #4204

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 Indiana →

Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan in the asset neighbourhood

Geoffrey G. Hallock Money Purchase Pension PlanGeoffrey G. Hallock Money Pu…$1MAtef Tawadros, D.D.S., Hr-10 Profit Sharing PlanAtef Tawadros, D.D.S., Hr-10…$1MJames Cw Moy-Money Purchase PlanJames Cw Moy-Money Purchase …$1MChicago Strategy Associates, Inc.-Money Purchase PlanChicago Strategy Associates,…$1MConrado William Asenjo Mayoral Md Retirement PlanConrado William Asenjo Mayor…$1M
End-of-year total assets ($M) among Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Atef Tawadros, D.D.S. years around the 2023 move

Sponsor-wide plan assets over time

All Atef Tawadros, D.D.S. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.19M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 5 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$252K
Employer EIN351606825
Plan Effective Date1988-11-26
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Indiana

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

Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan, Total assets ($M): 1.444681 · Participants: 4Atef Tawadros, D.D.S., Hr-10 Profit Sharing PlanI.B.E.W Local 697 Defined Contribution Plan, Total assets ($M): 389.744986 · Participants: 981I.B.E.W Local 697 Defined Contribution PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 201.953419 · Participants: 593Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 172.696922 · Participants: 2898Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 120.85166 · Participants: 540IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 115.226502 · Participants: 1051International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants

Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is James Cw Moy-Money Purchase Plan in NY ($1M); 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 Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan assets move in 2023?
Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan grew sharply - up 21.1% during 2023, from $1M to $1M. Reported net income was $252K.
Which Money Purchase plans are similar in size to Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan?
Among Money Purchase plans in other states, the closest by assets is James Cw Moy-Money Purchase Plan in NY ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Atef Tawadros, D.D.S., Hr-10 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).