Money Purchase · DOL Form 5500 · 2024
Edwin M Davis Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 2
- Participants
- 27th
- Percentile by assets
- $811,911
- Avg per participant
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.
- 27th percentile by assets (of 123,622 plans)
- #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.
- $2M
- total plan assets (2024 EOY)
- 2
- covered participants
- 27th
- percentile by assets (of 123,622 plans)
- $811,911
- avg assets per participant
Where Edwin M Davis Dds Profit Sharing Plan sits by total 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Edwin M Davis across 3 plan years on file
Across the 3 plan years Edwin M Davis has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $2M, a gain of 29.5%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($2M); trough: 2022 ($1M).
Edwin M Davis multi-year asset trail
| 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 EIN | 521402367 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
- Duane Morris Retirement Plan $338M · 484
- IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
- Milton Hershey School Money Purchase Pension Plan $181M · 1,500
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Edwin M Davis Dds Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Edwin M Davis Dds Profit Sharing Plan assets move in 2024? ▼
How have Edwin M Davis plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Edwin M Davis Dds Profit Sharing Plan? ▼
Next read for Edwin M Davis Dds Profit Sharing Plan
Multi-year trail
Ways to act on Edwin M Davis Dds Profit Sharing Plan's numbers.
- By total assets, Edwin M Davis Dds Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Edwin M Davis's sponsor-wide assets have grown 29.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans