Defined Benefit (Pension) · DOL Form 5500 · 2023

Addiego Orthodontics LLC Pension Plan

Data updated 2026-08-25

$465K
Total assets Small plan by assets
9
Participants Small participant base
17th
Percentile by assets National rank
$51,691
Avg per participant Low balance/head
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Official DOL plan name: Addiego Orthodontics LLC Cash Balance Plan · Sponsored by Addiego Orthodontics LLC · New Jersey · Healthcare & Social Assistance

$465K in assets, 9 participants

Addiego Orthodontics LLC's Addiego Orthodontics LLC Cash Balance Plan reported $465K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,220 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Addiego Orthodontics LLC Cash Balance Plan surged 33.5% in 2023 ($349K → $465K) for 9 participants.

#2,220
in Healthcare & Social Assistance (17,684 peers)
+33.5%
assets growth YoY

Addiego Orthodontics LLC Cash Balance Plan among the smaller filed plans by assets

Addiego Orthodontics LLC Cash Balance Plan vs every filed plan by assets

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

$465,219 17th percentile higher than 17% 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

Addiego Orthodontics LLC Cash Balance 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. Addiego Orthodontics LLC Cash Balance Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Addiego Orthodontics LLC Cash Balance Plan reported net income rose from $51K in the plan year 2022 filing to $117K in the plan year 2023 filing.
  • Addiego Orthodontics LLC Cash Balance Plan end-of-year assets rose from $349K in the plan year 2022 filing to $465K in the plan year 2023 filing.
  • Addiego Orthodontics LLC Cash Balance Plan reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 205174466 · Addiego Orthodontics LLC PY 2023 · Defined Benefit (Pension)

Addiego Orthodontics LLC Cash Balance Plan · $465K · 9 · 17th

  • TYPE $465K
  • TYPE 9
  • TYPE 17th
  • TYPE Defined Benefit (Pension)
  • TYPE near Ffw Cash Balance Plan
  • TYPE ind #2220

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 →

Addiego Orthodontics LLC Cash Balance Plan in the asset neighbourhood

Addiego Orthodontics LLC Cash Balance PlanAddiego Orthodontics LLC Cas…$465KBrilliant Consulting Group Defined Benefit Pension PlanBrilliant Consulting Group D…$469KUfcw Local 174 Commercial Pension FundUfcw Local 174 Commercial Pe…$469KMadera Kids Dental World Cash Balance PlanMadera Kids Dental World Cas…$469KFfw Cash Balance Plan$463K
End-of-year total assets ($M) among Addiego Orthodontics LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Addiego Orthodontics LLC years around the 2023 move

Sponsor-wide plan assets over time

All Addiego Orthodontics LLC plans reported in each filing year

Latest sponsor-wide plan assets
$778K 5.467727171609976% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.82M $0.78M ▼ -4.9%
Year Plans Participants Total Assets
2022 2 20 $823K
2023 2 18 $1M
2024 1 11 $778K

2023 asset-move particulars

Total Assets (Beginning of Year)$349K
Net Assets (End of Year)$465K
Net Income$117K
Employer EIN205174466
Plan Effective Date2018-01-01
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.

Addiego Orthodontics 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 ($B) Participants Addiego Orthodontics LLC Cash Balance Plan, Total assets ($B): 0.000465219 · Participants: 9Addiego Orthodontics 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
Addiego Orthodontics LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Addiego Orthodontics LLC Cash Balance Plan side-by-side with 3 peers →

Addiego Orthodontics 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 Ffw Cash Balance Plan in NY ($463K); by covered participants it is Symphony Management Cash Balance Plan in FL (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($465K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Addiego Orthodontics LLC Cash Balance Plan assets move in 2023? ▼
Addiego Orthodontics LLC Cash Balance Plan surged - up 33.5% during 2023, from $349K to $465K. Reported net income was $117K.
How have Addiego Orthodontics LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Addiego Orthodontics LLC's sponsor-wide assets declined 5.5%, from $823K to $778K.
Where does Addiego Orthodontics LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Addiego Orthodontics LLC Cash Balance Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Addiego Orthodontics LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ffw Cash Balance Plan in NY ($463K, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Addiego Orthodontics LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Symphony Management Cash Balance Plan in FL (9 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 205174466.

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.