Money Purchase · DOL Form 5500 · 2023
Carbon Oral Surgery Associates PC Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $265,193
- Avg per participant High balance/head
Official DOL plan name: John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan · Sponsored by Carbon Oral Surgery Associates PC · Pennsylvania · Healthcare & Social Assistance
$3M in assets, 10 participants
Carbon Oral Surgery Associates PC's John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan reported $3M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #6,039 in Healthcare & Social Assistance (17,684 peers)
Carbon Oral Surgery Associates PC multi-year trail
Carbon Oral Surgery Associates PC's plans moved +24.9% in assets from 2022 to 2024; this filing shows John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan at $3M / 10 participants.
- #6,039
- in Healthcare & Social Assistance (17,684 peers)
- +19.7%
- assets growth YoY
John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,651,929 34th percentile higher than 34% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension 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. John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan reported net income rose from -$139K in the plan year 2022 filing to $426K in the plan year 2023 filing.
- John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 222301622 · Carbon Oral Surgery Associates PC PY 2023 · Money Purchase
John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan · $3M · 10 · 34th
- IND $3M
- IND 10
- IND 34th
- IND Money Purchase
- IND near Community Transportation Association of America, Inc. Pension Plan
- IND ind #6039
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 Pennsylvania →
John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan in the asset neighbourhood
Carbon Oral Surgery Associates PC multi-year asset trail
Sponsor-wide plan assets over time
All Carbon Oral Surgery Associates PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 24.937073942637333% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14 | $3M |
| 2023 | 2 | 15 | $3M |
| 2024 | 2 | 14 | $4M |
Carbon Oral Surgery Associates PC filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $426K |
| Employer EIN | 222301622 |
| Plan Effective Date | 1980-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $877M · 3,684
- Duane Morris Retirement Plan $321M · 478
- IBEW Local Union 375 Electricians' Retirement Plan $170M · 658
- Milton Hershey School Money Purchase Pension Plan $162M · 1,331
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $145M · 632
John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Community Transportation Association of America, Inc. Pension Plan in DC ($3M); by covered participants it is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
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.