Defined Benefit (Pension) · DOL Form 5500 · 2023

Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics Pension Plan

Data updated 2026-08-25

$744K
Total assets Small plan by assets
10
Participants Small participant base
21st
Percentile by assets National rank
$74,419
Avg per participant Below avg balance/head
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Official DOL plan name: Pai Orthodontics PLLC Cash Balance Plan · Sponsored by Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics · New York · Healthcare & Social Assistance

$744K in assets, 10 participants

Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics's Pai Orthodontics PLLC Cash Balance Plan reported $744K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,942 in Healthcare & Social Assistance (17,684 peers)

Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics multi-year trail

Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics's plans moved +29.5% in assets from 2022 to 2023; this filing shows Pai Orthodontics PLLC Cash Balance Plan at $744K / 10 participants.

#2,942
in Healthcare & Social Assistance (17,684 peers)
+28.5%
assets growth YoY

Pai Orthodontics PLLC Cash Balance Plan among the smaller filed plans by assets

Pai Orthodontics PLLC Cash Balance Plan vs every filed plan by assets

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

$744,193 21st percentile higher than 21% 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

Pai Orthodontics PLLC 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. Pai Orthodontics PLLC Cash Balance Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pai Orthodontics PLLC Cash Balance Plan reported participants rose from 6 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Pai Orthodontics PLLC Cash Balance Plan reported net income rose from $117K in the plan year 2022 filing to $165K in the plan year 2023 filing.
  • Pai Orthodontics PLLC Cash Balance Plan end-of-year assets rose from $579K in the plan year 2022 filing to $744K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 454242361 · Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics PY 2023 · Defined Benefit (Pension)

Pai Orthodontics PLLC Cash Balance Plan · $744K · 10 · 21st

  • ASSETS $744K
  • ASSETS 10
  • ASSETS 21st
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Shearer & Bonney, P.C. Cash Balance Plan
  • ASSETS ind #2942

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 York →

Pai Orthodontics PLLC Cash Balance Plan in the asset neighbourhood

Shearer & Bonney, P.C. Cash Balance PlanShearer & Bonney, P.C. Cash …$747KOddworld Inhabitants Inc Defined Benefit Pension PlanOddworld Inhabitants Inc Def…$747KRebecca Lee Dds a Dental Corp Defined Benefit Pension PlanRebecca Lee Dds a Dental Cor…$747KPai Orthodontics PLLC Cash Balance PlanPai Orthodontics PLLC Cash B…$744KNielsen & Bainbridge Employees' Retirement Income PlanNielsen & Bainbridge Employe…$742K
End-of-year total assets ($M) among Pai Orthodontics PLLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics multi-year asset trail

Sponsor-wide plan assets over time

All Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.51727835069918% vs 2022
2023 filing year
$1.2M$1.4M$1.6M$1.8M 20222023 $1.35M $1.74M ▲ +28.9%
Year Plans Participants Total Assets
2022 2 19 $1M
2023 2 26 $2M

Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics filing trail (2023)

Total Assets (Beginning of Year)$579K
Net Assets (End of Year)$744K
Net Income$165K
Employer EIN454242361
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Pai Orthodontics PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pai Orthodontics PLLC Cash Balance Plan, Total assets ($B): 0.000744193 · Participants: 10Pai Orthodontics PLLC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Pai Orthodontics PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pai Orthodontics PLLC Cash Balance Plan side-by-side with 3 peers →

Pai Orthodontics PLLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Shearer & Bonney, P.C. Cash Balance Plan in ID ($747K); by covered participants it is Turley Dental Corporation Defined Benefit Pension Plan in CA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Pai Orthodontics PLLC Cash Balance Plan assets move in 2023? ▼
Pai Orthodontics PLLC Cash Balance Plan grew sharply - up 28.5% during 2023, from $579K to $744K. Reported net income was $165K.
How have Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics's sponsor-wide assets grew 29.5%, from $1M to $2M.
Where does Pai Orthodontics PLLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Pai Orthodontics PLLC Cash Balance Plan ranks in the 21st 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 Pai Orthodontics PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Shearer & Bonney, P.C. Cash Balance Plan in ID ($747K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pai Orthodontics PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Turley Dental Corporation Defined Benefit Pension Plan in CA (10 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 454242361.

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.