Defined Benefit (Pension) · DOL Form 5500 · 2023

Shore Endodontic Group LLC 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
$154,292
Avg per participant Above avg balance/head
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Official DOL plan name: Shore Endodontic Group LLC Cash Balance Plan · Sponsored by Shore Endodontic Group LLC · New Jersey · Healthcare & Social Assistance

$2M in assets, 11 participants

Shore Endodontic Group LLC's Shore Endodontic Group LLC 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.

  • #4,664 in Healthcare & Social Assistance (17,684 peers)

Shore Endodontic Group LLC multi-year trail

Shore Endodontic Group LLC's plans moved -40.4% in assets from 2022 to 2023; this filing shows Shore Endodontic Group LLC Cash Balance Plan at $2M / 11 participants.

#4,664
in Healthcare & Social Assistance (17,684 peers)
+35.9%
assets growth YoY

Shore Endodontic Group LLC Cash Balance Plan among the smaller filed plans by assets

Shore Endodontic Group LLC Cash Balance Plan vs every filed plan by assets

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

$1,697,217 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

Shore Endodontic Group LLC 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. Shore Endodontic Group LLC 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

  • Shore Endodontic Group LLC Cash Balance Plan reported net income rose from $44K in the plan year 2022 filing to $448K in the plan year 2023 filing.
  • Shore Endodontic Group LLC Cash Balance Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Shore Endodontic Group LLC Cash Balance Plan reported participants fell from 15 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 611548253 · Shore Endodontic Group LLC PY 2023 · Defined Benefit (Pension)

Shore Endodontic Group LLC Cash Balance Plan · $2M · 11 · 29th

  • TYPE $2M
  • NET 11
  • BOOK 29th
  • VS-ST Defined Benefit (Pension)
  • BOY near The Scott Fetzer Pension Plan for Hourly Employees of Wayne
  • SCH ind #4664

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 →

Shore Endodontic Group LLC Cash Balance Plan in the asset neighbourhood

Shore Endodontic Group LLC Cash Balance PlanShore Endodontic Group LLC C…$2MThe Scott Fetzer Pension Plan for Hourly Employees of WayneThe Scott Fetzer Pension Pla…$2MNbs Consulting Group LLC Defined Benefit PlanNbs Consulting Group LLC Def…$2M4 Putt Productions Inc Defined Benefit Pension Plan4 Putt Productions Inc Defin…$2MRj Realty Management Company LLC Pension PlanRj Realty Management Company…$2M
End-of-year total assets ($M) among Shore Endodontic Group LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Shore Endodontic Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Shore Endodontic Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 40.37195134804696% vs 2022
2023 filing year
$1.5M$2M$2.5M$3M 20222023 $2.85M $1.7M ▼ -40.4%
Year Plans Participants Total Assets
2022 2 30 $3M
2023 1 11 $2M

Shore Endodontic Group LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$448K
Employer EIN611548253
Plan Effective Date2017-01-01
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.

Shore Endodontic Group LLC 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 ($B) Participants Shore Endodontic Group LLC Cash Balance Plan, Total assets ($B): 0.001697217 · Participants: 11Shore Endodontic Group LLC 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
Shore Endodontic Group LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Shore Endodontic Group LLC Cash Balance Plan side-by-side with 3 peers →

Shore Endodontic Group LLC 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 The Scott Fetzer Pension Plan for Hourly Employees of Wayne in OH ($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 Shore Endodontic Group LLC Cash Balance Plan assets move in 2023? ▼
Shore Endodontic Group LLC Cash Balance Plan surged - up 35.9% during 2023, from $1M to $2M. Reported net income was $448K.
How have Shore Endodontic Group LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Shore Endodontic Group LLC's sponsor-wide assets declined 40.4%, from $3M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Shore Endodontic Group LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Scott Fetzer Pension Plan for Hourly Employees of Wayne in OH ($2M, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shore Endodontic Group LLC 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 611548253.

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.