Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$744K
Total assets
10
Participants
21st
Percentile by assets
$74,419
Avg per participant
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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.

  • 21st percentile by assets (of 127,072 plans)
  • #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.

$744K
total plan assets (2023 EOY)
10
covered participants
21st
percentile by assets (of 127,072 plans)
$74,419
avg assets per participant

Where Pai Orthodontics PLLC Cash Balance Plan sits by total 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 $2,010,000,000 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

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 →

State
New York
Industry
Healthcare & Social Assistance

Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics across 2 plan years on file

Across the 2 plan years Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics has on file (2022-2023), sponsor-wide plan assets have moved from $1M to $2M, a gain of 29.5%, while reported participants moved from 19 to 26 (+36.8%).

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

$1.2M$1.4M$1.6M$1.8M 20222023 $1.35M $1.74M ▲ +28.9%
Total plan assets by year, all Pai Orthodontics PLLC D/B/a/ Putnam Orthodontics plans on file
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 ($B) Participants Pai Orthodontics PLL…, Total assets ($B): 0.000744193 · Participants: 10Pai Orthodontics PLL…IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pai Orthodontics PLLC Cash Balance Plan by total assets, not by location.

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).

Next read for Pai Orthodontics PLLC Cash Balance Plan

Multi-year trail

Ways to act on Pai Orthodontics PLLC Cash Balance Plan's numbers.

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.