Money Purchase · DOL Form 5500 · 2024

Edwin M Davis Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$811,911
Avg per participant High balance/head
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Official DOL plan name: Edwin M Davis Dds Profit Sharing Plan · Sponsored by Edwin M Davis · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 2 participants

Edwin M Davis's Edwin M Davis Dds Profit Sharing Plan reported $2M in total assets and 2 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.

  • #4,137 in Healthcare & Social Assistance (16,916 peers)

Edwin M Davis multi-year trail

Edwin M Davis's plans moved +29.5% in assets from 2022 to 2024; this filing shows Edwin M Davis Dds Profit Sharing Plan at $2M / 2 participants.

#4,137
in Healthcare & Social Assistance (16,916 peers)
+13.3%
assets growth YoY

Edwin M Davis Dds Profit Sharing Plan among the smaller filed plans by assets

Edwin M Davis Dds Profit Sharing Plan vs every filed plan by assets

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

$1,623,821 27th percentile higher than 27% 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

Edwin M Davis Dds Profit Sharing 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. Edwin M Davis Dds Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edwin M Davis Dds Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Edwin M Davis Dds Profit Sharing Plan reported net income rose from $179K in the plan year 2023 filing to $191K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521402367 · Edwin M Davis PY 2024 · Money Purchase

Edwin M Davis Dds Profit Sharing Plan · $2M · 2 · 27th

  • ASSETS $2M
  • ASSETS 2
  • ASSETS 27th
  • ASSETS Money Purchase
  • ASSETS near Tajudeen Ogbara Mdsc Money Purchase Plan & Trust
  • ASSETS ind #4137

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 Pennsylvania →

Edwin M Davis Dds Profit Sharing Plan in the asset neighbourhood

Tajudeen Ogbara Mdsc Money Purchase Plan & TrustTajudeen Ogbara Mdsc Money P…$2MG. H Graf Realty Corp - Money Purchase PlanG. H Graf Realty Corp - Mone…$2MAlan Saven Health Care Keogh PlanAlan Saven Health Care Keogh…$2MEdwin M Davis Dds Profit Sharing PlanEdwin M Davis Dds Profit Sha…$2MChris Mead, Inc. Money Purchase PlanChris Mead, Inc. Money Purch…$2M
End-of-year total assets ($M) among Edwin M Davis Dds Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Edwin M Davis multi-year asset trail

Sponsor-wide plan assets over time

All Edwin M Davis plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.50772865139998% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.25M $1.62M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $2M

Edwin M Davis filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$191K
Employer EIN521402367
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Edwin M Davis Dds Profit Sharing Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Edwin M Davis Dds Profit Sharing Plan, Total assets ($M): 1.623821 · Participants: 2Edwin M Davis Dds Profit Sharing PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 805.686551 · Participants: 3427Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 338.044788 · Participants: 484Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 193.343343 · Participants: 657IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 181.070322 · Participants: 1500Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 153.792471 · Participants: 602Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Edwin M Davis Dds Profit Sharing Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Edwin M Davis Dds Profit Sharing Plan side-by-side with 3 peers →

Edwin M Davis Dds Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Tajudeen Ogbara Mdsc Money Purchase Plan & Trust in IL ($2M); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Edwin M Davis Dds Profit Sharing Plan assets move in 2024? ▼
Edwin M Davis Dds Profit Sharing Plan grew at a solid clip - up 13.3% during 2024, from $1M to $2M. Reported net income was $191K.
How have Edwin M Davis plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edwin M Davis's sponsor-wide assets grew 29.5%, from $1M to $2M.
Which Money Purchase plans are similar in size to Edwin M Davis Dds Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Tajudeen Ogbara Mdsc Money Purchase Plan & Trust in IL ($2M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Edwin M Davis Dds Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, N/A 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 521402367.

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.