Defined Benefit (Pension) · DOL Form 5500 · 2023
Permanente Dental Associates, P.C. Pension Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 149
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $371,524
- Avg per participant High balance/head
Official DOL plan name: Permanente Dentists Retirement Plan for Permanente Dental Associates · Sponsored by Permanente Dental Associates, P.C. · Oregon · Healthcare & Social Assistance
$55M in assets, 149 participants
Permanente Dental Associates, P.C.'s Permanente Dentists Retirement Plan for Permanente Dental Associates reported $55M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,672 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oregon
Permanente Dentists Retirement Plan for Permanente Dental Associates covers 149 participants in Oregon, about 34% of the average Oregon filer (state average ~443 per filing). Assets: $55M.
- #15,672
- in Healthcare & Social Assistance (17,684 peers)
- +10.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Permanente Dentists Retirement Plan for Permanente Dental Associates's outsized position by total assets
Permanente Dentists Retirement Plan for Permanente Dental Associates vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,357,021 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Permanente Dentists Retirement Plan for Permanente Dental Associates among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Permanente Dentists Retirement Plan for Permanente Dental Associates sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Permanente Dentists Retirement Plan for Permanente Dental Associates reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Permanente Dentists Retirement Plan for Permanente Dental Associates end-of-year assets rose from $50M in the plan year 2022 filing to $55M in the plan year 2023 filing.
DOL schedule card
Filing strip 931078042 · Permanente Dental Associates, P.C. PY 2023 · Defined Benefit (Pension)
Permanente Dentists Retirement Plan for Permanente Dental Associates · $55M · 149 · 87th
- EBSA $55M
- PART 149
- TYPE 87th
- NET Defined Benefit (Pension)
- BOOK near The Legal Aid Society Retirement Plan
- VS-ST ind #15672
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 Oregon →
Permanente Dentists Retirement Plan for Permanente Dental Associates in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $5M |
| Employer EIN | 931078042 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Permanente Dental Associates, P.C.)
Sponsor-wide plan assets over time
All Permanente Dental Associates, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $215M 22.27487889832466% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 321 | $176M |
| 2023 | 2 | 313 | $201M |
| 2024 | 2 | 316 | $215M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Xpo Pension Plan $1.7B · 4,840
- Northwest Sheet Metal Workers Pension Plan $1.5B · 4,660
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.1B · 3,351
- Precision Castparts Corp. Retirement Plan $1.1B · 2,018
- Oregon Retail Employees Pension Plan $1.0B · 20,043
Permanente Dentists Retirement Plan for Permanente Dental Associates's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is The Legal Aid Society Retirement Plan in NY ($55M); by covered participants it is Treehouse Pension Plan in IL (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Treehouse Pension Plan (IL) 149 · 0 off
- St. Paul Eye Clinic Cash Balance Pension Plan (MN) 149 · 0 off
- Bae Systems Land & Armaments Employees Pension Plan (VA) 149 · 0 off
- Alaska Native Industries Employee Defined Benefit Pension Plan (WA) 149 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.