Defined Benefit (Pension) · DOL Form 5500 · 2024
Ashby Orthodontics, Ltd Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $225,143
- Avg per participant Above avg balance/head
Official DOL plan name: Ashby Orthodontics, Ltd Cash Balance Plan · Sponsored by Ashby Orthodontics, Ltd · Virginia · Healthcare & Social Assistance
$2M in assets, 7 participants
Ashby Orthodontics, Ltd's Ashby Orthodontics, Ltd Cash Balance Plan reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,062 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Ashby Orthodontics, Ltd Cash Balance Plan grew at a solid clip 14.3% in 2024 ($1M → $2M) for 7 participants.
- #4,062
- in Healthcare & Social Assistance (16,916 peers)
- +14.3%
- assets growth YoY
Ashby Orthodontics, Ltd Cash Balance Plan among the smaller filed plans by assets
Ashby Orthodontics, Ltd Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,576,002 27th percentile higher than 27% 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
Ashby Orthodontics, Ltd 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. Ashby Orthodontics, Ltd Cash Balance Plan is a micro filing (7 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 540924264 · Ashby Orthodontics, Ltd PY 2024 · Defined Benefit (Pension)
Ashby Orthodontics, Ltd Cash Balance Plan · $2M · 7 · 27th
- SCH $2M
- SCH 7
- SCH 27th
- SCH Defined Benefit (Pension)
- SCH near Old Curiosity Shop, Inc. Cash Balance Plan
- SCH ind #4062
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 Virginia →
Ashby Orthodontics, Ltd Cash Balance Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $197K |
| Employer EIN | 540924264 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $18.8B · 12,678
- Retirement Security Plan $11.5B · 56,633
- Sheet Metal Workers' National Pension Fund $8.9B · 63,530
- Ng Space&mission Systems Corp Salaried Pension Pla $8.4B · 6,737
- Dominion Energy Pension Plan $8.3B · 11,758
Ashby Orthodontics, Ltd Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Old Curiosity Shop, Inc. Cash Balance Plan in CA ($2M); by covered participants it is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.