Ashby Orthodontics, Ltd Cash Balance Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Ashby Orthodontics, Ltd · Virginia · Healthcare & Social Assistance
What the 2023 filing shows
Ashby Orthodontics, Ltd Cash Balance Plan holds N/A for 7 participants.
- N/A
- total plan assets (2024 EOY)
- 7
- covered participants
What the Filing Says About Ashby Orthodontics, Ltd Cash Balance Plan
Ashby Orthodontics, Ltd Cash Balance Plan is a Other retirement plan sponsored by Ashby Orthodontics, Ltd, headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 7 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 540924264, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Other |
| Employer EIN | 540924264 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Virginia
Peer Other plans — same state, same plan type — ranked by total assets.
- Sheet Metal Workers' National Pension Fund $8.3B · 61,272
- Huntington Ingalls Industries, Inc. Newport News Operations Pension Plan for Employees Covered by United Steelworkers Local 8888 Cba $1.4B · 6,991
- Teamsters Joint Council No. 83 of Virginia Pension Fund $1.4B · 3,126
- Rolls-Royce Corporation Hourly-Rate Employees Pension Plan $374M · 705
- The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
Related Data
Guides
Frequently Asked Questions
How much money is in the Ashby Orthodontics, Ltd Cash Balance Plan? ▼
What type of plan is Ashby Orthodontics, Ltd Cash Balance Plan? ▼
Who sponsors the Ashby Orthodontics, Ltd Cash Balance Plan? ▼
How did Ashby Orthodontics, Ltd Cash Balance Plan perform in 2024? ▼
Where can I find official filings for Ashby Orthodontics, Ltd Cash Balance Plan? ▼
How does Ashby Orthodontics, Ltd Cash Balance Plan compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 540924264.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.