Other · DOL Form 5500 · 2024
John M. Olis Retirement Plan
Data updated 2026-08-25
- $287K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $143,715
- Avg per participant Near avg balance/head
Official DOL plan name: John M. Olis, Dds, Money Purchase Keogh Plan · Sponsored by John M. Olis · Ohio · Healthcare & Social Assistance
$287K in assets, 2 participants
John M. Olis's John M. Olis, Dds, Money Purchase Keogh Plan reported $287K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #1,546 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
John M. Olis, Dds, Money Purchase Keogh Plan holds $287K for 2 participants - about $143,715 per participant, among the smaller plans by assets on file.
- #1,546
- in Healthcare & Social Assistance (16,916 peers)
- +0.0%
- assets growth YoY
John M. Olis, Dds, Money Purchase Keogh Plan among the smaller filed plans by assets
John M. Olis, Dds, Money Purchase Keogh Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$287,430 13th percentile higher than 13% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
John M. Olis, Dds, Money Purchase Keogh 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. John M. Olis, Dds, Money Purchase Keogh Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- John M. Olis, Dds, Money Purchase Keogh Plan reported net income rose from -$5K in the plan year 2023 filing to $134 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 311062584 · John M. Olis PY 2024 · Other
John M. Olis, Dds, Money Purchase Keogh Plan · $287K · 2 · 13th
- NET $287K
- BOOK 2
- VS-ST 13th
- BOY Other
- SCH near Allied Lending Group Private Retirement Plan and Trust
- EBSA ind #1546
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 Ohio →
John M. Olis, Dds, Money Purchase Keogh Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $287K |
|---|---|
| Net Assets (End of Year) | $287K |
| Net Income | $134 |
| Employer EIN | 311062584 |
| Plan Effective Date | 1985-11-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John M. Olis)
Sponsor-wide plan assets over time
All John M. Olis plans reported in each filing year
- Latest sponsor-wide plan assets
- $497K 0.3473286956033759% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $499K |
| 2023 | 2 | 4 | $493K |
| 2024 | 2 | 4 | $497K |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
John M. Olis, Dds, Money Purchase Keogh Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Allied Lending Group Private Retirement Plan and Trust in CA ($288K); by covered participants it is Mueller Fleshing & Supply Inc Profit Sharing Plan in MN (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($287K here).
- Allied Lending Group Private Retirement Plan and Trust (CA) $288K · 3
- Blinn, Farrell Retirement Plan (MA) $281K · 2
- Symbral Retirement Plan (MD) $298K · 4
- Colorado Medical Center PC Profit Plan (CO) $300K · 5
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.