Money Purchase · DOL Form 5500 · 2024

Gregory J Dalton Dmd LLP Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$470,155
Avg per participant High balance/head
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Official DOL plan name: Gregory J. Dalton Dmd LLP Money Purchase Plan · Sponsored by Gregory J Dalton Dmd LLP · Illinois · Healthcare & Social Assistance

$2M in assets, 4 participants

Gregory J Dalton Dmd LLP's Gregory J. Dalton Dmd LLP Money Purchase Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,505 in Healthcare & Social Assistance (16,916 peers)

Gregory J Dalton Dmd LLP multi-year trail

Gregory J Dalton Dmd LLP's plans moved +34.9% in assets from 2022 to 2024; this filing shows Gregory J. Dalton Dmd LLP Money Purchase Plan at $2M / 4 participants.

#4,505
in Healthcare & Social Assistance (16,916 peers)
+16.3%
assets growth YoY

Gregory J. Dalton Dmd LLP Money Purchase Plan among the smaller filed plans by assets

Gregory J. Dalton Dmd LLP Money Purchase Plan vs every filed plan by assets

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

$1,880,619 29th percentile higher than 29% 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

Gregory J. Dalton Dmd LLP Money Purchase 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. Gregory J. Dalton Dmd LLP Money Purchase Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gregory J. Dalton Dmd LLP Money Purchase Plan reported net income rose from $223K in the plan year 2023 filing to $263K in the plan year 2024 filing.
  • Gregory J. Dalton Dmd LLP Money Purchase Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 320004835 · Gregory J Dalton Dmd LLP PY 2024 · Money Purchase

Gregory J. Dalton Dmd LLP Money Purchase Plan · $2M · 4 · 29th

  • 5500 $2M
  • 5500 4
  • 5500 29th
  • 5500 Money Purchase
  • 5500 near A.W. Carlson Inc Money Purchase Plan
  • 5500 ind #4505

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 Illinois →

Gregory J. Dalton Dmd LLP Money Purchase Plan in the asset neighbourhood

Midland Pathology Associates P.C. Employee Pension Plan and TrustMidland Pathology Associates…$2MGregory J. Dalton Dmd LLP Money Purchase PlanGregory J. Dalton Dmd LLP Mo…$2MA.W. Carlson Inc Money Purchase PlanA.W. Carlson Inc Money Purch…$2MRetirement Plan of Cassandra M. Milbury Separate TrustRetirement Plan of Cassandra…$2MRetirement Plan of Seward Prosser Mellon Separate TrustRetirement Plan of Seward Pr…$2M
End-of-year total assets ($M) among Gregory J. Dalton Dmd LLP Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Gregory J Dalton Dmd LLP multi-year asset trail

Sponsor-wide plan assets over time

All Gregory J Dalton Dmd LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.86979308603868% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.39M $1.88M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $2M
2024 1 4 $2M

Gregory J Dalton Dmd LLP filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$263K
Employer EIN320004835
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Gregory J. Dalton Dmd LLP Money Purchase Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -20002004006008001000 Total assets ($M) Participants Gregory J. Dalton Dmd LLP Money Purchase Plan, Total assets ($M): 1.880619 · Participants: 4Gregory J. Dalton Dmd LLP Money Purchase PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 795.953748 · Participants: 1782Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 724.821974 · Participants: 2204NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 489.386942 · Participants: 944NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 215.659803 · Participants: 1188International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 209.670961 · Participants: 936Sheet Metal Workers Local 219 Retirement Savings Fund
Gregory J. Dalton Dmd LLP Money Purchase Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Gregory J. Dalton Dmd LLP Money Purchase Plan side-by-side with 3 peers →

Gregory J. Dalton Dmd LLP Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is A.W. Carlson Inc Money Purchase Plan in CT ($2M); by covered participants it is Sealift Shipyards Inc Money Purchase Plan in FL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Gregory J. Dalton Dmd LLP Money Purchase Plan assets move in 2024? ▼
Gregory J. Dalton Dmd LLP Money Purchase Plan grew sharply - up 16.3% during 2024, from $2M to $2M. Reported net income was $263K.
How have Gregory J Dalton Dmd LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gregory J Dalton Dmd LLP's sponsor-wide assets grew 34.9%, from $1M to $2M.
Which Money Purchase plans are similar in size to Gregory J. Dalton Dmd LLP Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is A.W. Carlson Inc Money Purchase Plan in CT ($2M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Gregory J. Dalton Dmd LLP Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Sealift Shipyards Inc Money Purchase Plan in FL (4 participants, $1M 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 320004835.

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.