Defined Benefit (Pension) · DOL Form 5500 · 2024

Oak Grove Family Dentistry Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
19
Participants Small participant base
43rd
Percentile by assets National rank
$275,763
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oak Grove Family Dentistry Cash Balance Plan · Sponsored by Oak Grove Family Dentistry · Mississippi · Healthcare & Social Assistance

$5M in assets, 19 participants

Oak Grove Family Dentistry's Oak Grove Family Dentistry Cash Balance Plan reported $5M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,800 in Healthcare & Social Assistance (16,916 peers)

Oak Grove Family Dentistry multi-year trail

Oak Grove Family Dentistry's plans moved +35.7% in assets from 2022 to 2024; this filing shows Oak Grove Family Dentistry Cash Balance Plan at $5M / 19 participants.

#7,800
in Healthcare & Social Assistance (16,916 peers)
+11.5%
assets growth YoY

Oak Grove Family Dentistry Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oak Grove Family Dentistry Cash Balance Plan vs every filed plan by assets

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

$5,239,497 43rd percentile higher than 43% 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

Oak Grove Family Dentistry Cash Balance Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Grove Family Dentistry Cash Balance Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oak Grove Family Dentistry Cash Balance Plan reported net income fell from $838K in the plan year 2023 filing to $539K in the plan year 2024 filing.
  • Oak Grove Family Dentistry Cash Balance Plan reported participants rose from 17 in the plan year 2023 filing to 19 in the plan year 2024 filing.
  • Oak Grove Family Dentistry Cash Balance Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 640793028 · Oak Grove Family Dentistry PY 2024 · Defined Benefit (Pension)

Oak Grove Family Dentistry Cash Balance Plan · $5M · 19 · 43rd

  • SCH $5M
  • EBSA 19
  • PART 43rd
  • TYPE Defined Benefit (Pension)
  • NET near Meharry Medical College Retirement Income Plan
  • BOOK ind #7800

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 Mississippi →

Oak Grove Family Dentistry Cash Balance Plan in the asset neighbourhood

Oak Grove Family Dentistry Cash Balance PlanOak Grove Family Dentistry C…$5MMeharry Medical College Retirement Income PlanMeharry Medical College Reti…$5MNjhoa LLC Defined Benefit PlanNjhoa LLC Defined Benefit Pl…$5MRetirement Plan for Salaried Employees of International Mill Service, Inc.Retirement Plan for Salaried…$5MBnbn Dealerships Management, Inc. Defined Benefit Pension PlanBnbn Dealerships Management,…$5M
End-of-year total assets ($M) among Oak Grove Family Dentistry Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Oak Grove Family Dentistry multi-year asset trail

Sponsor-wide plan assets over time

All Oak Grove Family Dentistry plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.659644915627915% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.86M $5.24M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 17 $4M
2023 1 17 $5M
2024 1 19 $5M

Oak Grove Family Dentistry filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$539K
Employer EIN640793028
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Mississippi

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

Oak Grove Family Dentistry Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600800 Total assets ($M) Participants Oak Grove Family Dentistry Cash Balance Plan, Total assets ($M): 5.239497 · Participants: 19Oak Grove Family Dentistry Cash Balance PlanHancock Whitney Corporation Pension Plan, Total assets ($M): 734.511636 · Participants: 1627Hancock Whitney Corporation Pension PlanSfb Casualty Ins Co Retirement Plan, Total assets ($M): 445.642648 · Participants: 1529Sfb Casualty Ins Co Retirement PlanCadence Retirement Plan and Trust Agreement, Total assets ($M): 341.427361 · Participants: 5242Cadence Retirement Plan and Trust AgreementSouthern Farm Bureau Life Insurance Company Retirement Plan, Total assets ($M): 222.334772 · Participants: 628Southern Farm Bureau Life Insurance Company Retirement PlanPension Plan for Employees of Central Service Association, Total assets ($M): 186.863041 · Participants: 473Pension Plan for Employees of Central Service Association
Oak Grove Family Dentistry Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Oak Grove Family Dentistry Cash Balance Plan side-by-side with 3 peers →

Oak Grove Family Dentistry Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Meharry Medical College Retirement Income Plan in TN ($5M); by covered participants it is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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.

Frequently Asked Questions

How did Oak Grove Family Dentistry Cash Balance Plan assets move in 2024? ▼
Oak Grove Family Dentistry Cash Balance Plan grew at a solid clip - up 11.5% during 2024, from $5M to $5M. Reported net income was $539K.
How have Oak Grove Family Dentistry plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Grove Family Dentistry's sponsor-wide assets grew 35.7%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Oak Grove Family Dentistry Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Meharry Medical College Retirement Income Plan in TN ($5M, 201 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oak Grove Family Dentistry Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (19 participants, $47M in assets).

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 640793028.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.