Money Purchase · DOL Form 5500 · 2023

Gregory J Dalton Dmd LLP Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$404,420
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gregory J. Dalton Dmd LLP Money Purchase Plan · Sponsored by Gregory J Dalton Dmd LLP · Illinois · Healthcare & Social Assistance

$2M in assets, 4 participants

Gregory J Dalton Dmd LLP's Gregory J. Dalton Dmd LLP Money Purchase Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,536 in Healthcare & Social Assistance (17,684 peers)

Gregory J Dalton Dmd LLP multi-year trail

Gregory J Dalton Dmd LLP's plans moved +34.9% in assets from 2022 to 2024; this filing shows Gregory J. Dalton Dmd LLP Money Purchase Plan at $2M / 4 participants.

#4,536
in Healthcare & Social Assistance (17,684 peers)
+16.0%
assets growth YoY

Gregory J. Dalton Dmd LLP Money Purchase Plan among the smaller filed plans by assets

Gregory J. Dalton Dmd LLP Money Purchase Plan vs every filed plan by assets

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

$1,617,681 28th percentile higher than 28% 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

Gregory J. Dalton Dmd LLP Money Purchase 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. Gregory J. Dalton Dmd LLP Money Purchase Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gregory J. Dalton Dmd LLP Money Purchase Plan reported net income rose from -$162K in the plan year 2022 filing to $223K in the plan year 2023 filing.
  • Gregory J. Dalton Dmd LLP Money Purchase Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 320004835 · Gregory J Dalton Dmd LLP PY 2023 · Money Purchase

Gregory J. Dalton Dmd LLP Money Purchase Plan · $2M · 4 · 28th

  • EOY $2M
  • EOY 4
  • EOY 28th
  • EOY Money Purchase
  • EOY near G. H Graf Realty Corp - Money Purchase Plan
  • EOY ind #4536

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 Illinois →

Gregory J. Dalton Dmd LLP Money Purchase Plan in the asset neighbourhood

A.W. Carlson Inc Money Purchase PlanA.W. Carlson Inc Money Purch…$2MCcab Turf Service LLC Retirement PlanCcab Turf Service LLC Retire…$2MGregory J. Dalton Dmd LLP Money Purchase PlanGregory J. Dalton Dmd LLP Mo…$2MG. H Graf Realty Corp - Money Purchase PlanG. H Graf Realty Corp - Mone…$2MEugene Gibilaro Md Profit Sharing PlanEugene Gibilaro Md Profit Sh…$2M
End-of-year total assets ($M) among Gregory J. Dalton Dmd LLP Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Gregory J Dalton Dmd LLP multi-year asset trail

Sponsor-wide plan assets over time

All Gregory J Dalton Dmd LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.86979308603868% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.39M $1.88M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $2M
2024 1 4 $2M

Gregory J Dalton Dmd LLP filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$223K
Employer EIN320004835
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Gregory J. Dalton Dmd LLP Money Purchase Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Gregory J. Dalton Dmd LLP Money Purchase Plan, Total assets ($M): 1.617681 · Participants: 4Gregory J. Dalton Dmd LLP Money Purchase PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings Fund
Gregory J. Dalton Dmd LLP Money Purchase Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Gregory J. Dalton Dmd LLP Money Purchase Plan side-by-side with 3 peers →

Gregory J. Dalton Dmd LLP Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is G. H Graf Realty Corp - Money Purchase Plan in NY ($2M); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Gregory J. Dalton Dmd LLP Money Purchase Plan assets move in 2023? ▼
Gregory J. Dalton Dmd LLP Money Purchase Plan grew sharply - up 16.0% during 2023, from $1M to $2M. Reported net income was $223K.
How have Gregory J Dalton Dmd LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gregory J Dalton Dmd LLP's sponsor-wide assets grew 34.9%, from $1M to $2M.
Which Money Purchase plans are similar in size to Gregory J. Dalton Dmd LLP Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is G. H Graf Realty Corp - Money Purchase Plan in NY ($2M, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Gregory J. Dalton Dmd LLP Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K 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 320004835.

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.