Defined Benefit (Pension) · DOL Form 5500 · 2024
Northwest Oral & Maxillofacial Surgery, Ltd. Pension Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $259,377
- Avg per participant Above avg balance/head
Official DOL plan name: Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust · Sponsored by Northwest Oral & Maxillofacial Surgery, Ltd. · Illinois · Healthcare & Social Assistance
$6M in assets, 24 participants
Northwest Oral & Maxillofacial Surgery, Ltd.'s Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust reported $6M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,464 in Healthcare & Social Assistance (16,916 peers)
Northwest Oral & Maxillofacial Surgery, Ltd. multi-year trail
Northwest Oral & Maxillofacial Surgery, Ltd.'s plans moved +44.6% in assets from 2022 to 2024; this filing shows Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust at $6M / 24 participants.
- #8,464
- in Healthcare & Social Assistance (16,916 peers)
- +14.8%
- assets growth YoY
Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,225,050 46th percentile higher than 46% 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
Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust reported net income fell from $899K in the plan year 2023 filing to $804K in the plan year 2024 filing.
- Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust reported participants rose from 23 in the plan year 2023 filing to 24 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 362700956 · Northwest Oral & Maxillofacial Surgery, Ltd. PY 2024 · Defined Benefit (Pension)
Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust · $6M · 24 · 46th
- ASSETS $6M
- PCT 24
- EIN 46th
- RANK Defined Benefit (Pension)
- PHOTO near Walbro LLC UAW Local No. 9699 Pension Plan
- IND ind #8464
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 →
Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust in the asset neighbourhood
Northwest Oral & Maxillofacial Surgery, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Northwest Oral & Maxillofacial Surgery, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 44.59937141054397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 46 | $13M |
| 2023 | 2 | 46 | $16M |
| 2024 | 2 | 46 | $18M |
Northwest Oral & Maxillofacial Surgery, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $804K |
| Employer EIN | 362700956 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Walbro LLC UAW Local No. 9699 Pension Plan in AZ ($6M); by covered participants it is Employees' Retirement Plan of Centrus Energy Corp. in MD (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 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.