Defined Benefit (Pension) · DOL Form 5500 · 2024

Jtm Perio Implants, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
36th
Percentile by assets National rank
$381,907
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jtm Perio Implants, Inc. Cash Balance Plan · Sponsored by Jtm Perio Implants, Inc. · California · Healthcare & Social Assistance

$3M in assets, 9 participants

Jtm Perio Implants, Inc.'s Jtm Perio Implants, Inc. Cash Balance Plan reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,237 in Healthcare & Social Assistance (16,916 peers)

Jtm Perio Implants, Inc. multi-year trail

Jtm Perio Implants, Inc.'s plans moved +73.6% in assets from 2022 to 2024; this filing shows Jtm Perio Implants, Inc. Cash Balance Plan at $3M / 9 participants.

#6,237
in Healthcare & Social Assistance (16,916 peers)
+20.8%
assets growth YoY

Jtm Perio Implants, Inc. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jtm Perio Implants, Inc. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,437,167 36th percentile higher than 36% of 123,620 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 2024

Jtm Perio Implants, Inc. Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jtm Perio Implants, Inc. Cash Balance Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jtm Perio Implants, Inc. Cash Balance Plan reported net income fell from $902K in the plan year 2023 filing to $592K in the plan year 2024 filing.
  • Jtm Perio Implants, Inc. Cash Balance Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 823847331 · Jtm Perio Implants, Inc. PY 2024 · Defined Benefit (Pension)

Jtm Perio Implants, Inc. Cash Balance Plan · $3M · 9 · 36th

  • EOY $3M
  • 5500 9
  • ASSETS 36th
  • PCT Defined Benefit (Pension)
  • EIN near Norton Community Hospital Retirement Plan
  • RANK ind #6237

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 →

Jtm Perio Implants, Inc. Cash Balance Plan in the asset neighbourhood

Jtm Perio Implants, Inc. Cash Balance PlanJtm Perio Implants, Inc. Cas…$3MNorton Community Hospital Retirement PlanNorton Community Hospital Re…$3MCharles Shipp & Associates Defined Benefit PlanCharles Shipp & Associates D…$3MMorris Bean & Company Ret Plan for Hourly Bargaining Unit EmployeesMorris Bean & Company Ret Pl…$3MAssociates in Dermatology PLLC Cash Balance PlanAssociates in Dermatology PL…$3M
End-of-year total assets ($M) among Jtm Perio Implants, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Jtm Perio Implants, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jtm Perio Implants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 73.59868305657001% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.93M $5.09M ▲ +73.7%
Year Plans Participants Total Assets
2022 2 18 $3M
2023 2 18 $4M
2024 2 18 $5M

Jtm Perio Implants, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$592K
Employer EIN823847331
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Jtm Perio Implants, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Jtm Perio Implants, Inc. Cash Balance Plan, Total assets ($B): 0.003437167 · Participants: 9Jtm Perio Implants, Inc. Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Jtm Perio Implants, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Jtm Perio Implants, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Norton Community Hospital Retirement Plan in VA ($3M); by covered participants it is Hillenbrand, Inc. Pension Plan in IN (9 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jtm Perio Implants, Inc. Cash Balance Plan assets move in 2024?
Jtm Perio Implants, Inc. Cash Balance Plan grew sharply - up 20.8% during 2024, from $3M to $3M. Reported net income was $592K.
How have Jtm Perio Implants, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jtm Perio Implants, Inc.'s sponsor-wide assets grew 73.6%, from $3M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Jtm Perio Implants, Inc. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Norton Community Hospital Retirement Plan in VA ($3M, 62 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jtm Perio Implants, Inc. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hillenbrand, Inc. Pension Plan in IN (9 participants, $30M in assets).