Defined Benefit (Pension) · DOL Form 5500 · 2023

Boulder Oral & Maxillofacial Surgery Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
32nd
Percentile by assets National rank
$156,191
Avg per participant Above avg balance/head
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Official DOL plan name: Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust · Sponsored by Boulder Oral & Maxillofacial Surgery · California · Healthcare & Social Assistance

$2M in assets, 15 participants

Boulder Oral & Maxillofacial Surgery's Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,634 in Healthcare & Social Assistance (17,684 peers)

Boulder Oral & Maxillofacial Surgery multi-year trail

Boulder Oral & Maxillofacial Surgery's plans moved +36.5% in assets from 2022 to 2024; this filing shows Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust at $2M / 15 participants.

#5,634
in Healthcare & Social Assistance (17,684 peers)
+23.8%
assets growth YoY

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust among the smaller filed plans by assets

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust vs every filed plan by assets

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

$2,342,865 32nd percentile higher than 32% 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

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust reported net income rose from -$311K in the plan year 2022 filing to $450K in the plan year 2023 filing.
  • Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954872515 · Boulder Oral & Maxillofacial Surgery PY 2023 · Defined Benefit (Pension)

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust · $2M · 15 · 32nd

  • IND $2M
  • EOY 15
  • 5500 32nd
  • ASSETS Defined Benefit (Pension)
  • PCT near Casper Orthopaedic Associates, P.C. Cash Balance Plan
  • EIN ind #5634

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 California →

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust in the asset neighbourhood

Shiacawn Books, Inc. Retirement Plan and TrustShiacawn Books, Inc. Retirem…$2MBoulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & TrustBoulder Oral & Maxillofacial…$2MCasper Orthopaedic Associates, P.C. Cash Balance PlanCasper Orthopaedic Associate…$2MMonarch Cement of Iowa Inc Retire Pl for Hrly Emp of the Des Moines Ia Terminal OprMonarch Cement of Iowa Inc R…$2MThe Dings Company Pension PlanThe Dings Company Pension Pl…$2M
End-of-year total assets ($M) among Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Boulder Oral & Maxillofacial Surgery multi-year asset trail

Sponsor-wide plan assets over time

All Boulder Oral & Maxillofacial Surgery plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.49656744204806% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.92M $5.35M ▲ +36.5%
Year Plans Participants Total Assets
2022 2 31 $4M
2023 2 32 $5M
2024 2 42 $5M

Boulder Oral & Maxillofacial Surgery filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$450K
Employer EIN954872515
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust, Total assets ($B): 0.002342865 · Participants: 15Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & TrustKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust side-by-side with 3 peers →

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Casper Orthopaedic Associates, P.C. Cash Balance Plan in WY ($2M); by covered participants it is Retirement Plan for Employees of Woman's Life Insurance Society in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust assets move in 2023? ▼
Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust grew sharply - up 23.8% during 2023, from $2M to $2M. Reported net income was $450K.
How have Boulder Oral & Maxillofacial Surgery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boulder Oral & Maxillofacial Surgery's sponsor-wide assets grew 36.5%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Casper Orthopaedic Associates, P.C. Cash Balance Plan in WY ($2M, 108 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Woman's Life Insurance Society in MI (15 participants, $17M 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 954872515.

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.