Defined Benefit (Pension) · DOL Form 5500 · 2024

Boulder Oral & Maxillofacial Surgery Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
20
Participants Small participant base
34th
Percentile by assets National rank
$144,399
Avg per participant Above avg balance/head
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Official DOL plan name: Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust · Sponsored by Boulder Oral & Maxillofacial Surgery · California · Healthcare & Social Assistance

$3M in assets, 20 participants

Boulder Oral & Maxillofacial Surgery's Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust reported $3M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,693 in Healthcare & Social Assistance (16,916 peers)

Boulder Oral & Maxillofacial Surgery multi-year trail

Boulder Oral & Maxillofacial Surgery's plans moved +36.5% in assets from 2022 to 2024; this filing shows Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust at $3M / 20 participants.

#5,693
in Healthcare & Social Assistance (16,916 peers)
+23.3%
assets growth YoY

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust vs every filed plan by assets

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

$2,887,984 34th percentile higher than 34% 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

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension 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. Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust reported participants rose from 15 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust reported net income rose from $450K in the plan year 2023 filing to $545K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954872515 · Boulder Oral & Maxillofacial Surgery PY 2024 · Defined Benefit (Pension)

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust · $3M · 20 · 34th

  • BOOK $3M
  • BOOK 20
  • BOOK 34th
  • BOOK Defined Benefit (Pension)
  • BOOK near All Ways Safe, LLC Cash Balance Pension Plan
  • BOOK ind #5693

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 California →

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust in the asset neighbourhood

Richard R. M. Francis, M.D., P.a. Defined Benefit Pension PlanRichard R. M. Francis, M.D.,…$3MBoulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & TrustBoulder Oral & Maxillofacial…$3MAll Ways Safe, LLC Cash Balance Pension PlanAll Ways Safe, LLC Cash Bala…$3MSpace Age Fuel, Inc. Cash Balance PlanSpace Age Fuel, Inc. Cash Ba…$3MCasper Orthopaedic Associates, P.C. Cash Balance PlanCasper Orthopaedic Associate…$3M
End-of-year total assets ($M) among Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Boulder Oral & Maxillofacial Surgery multi-year asset trail

Sponsor-wide plan assets over time

All Boulder Oral & Maxillofacial Surgery plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.49656744204806% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.92M $5.35M ▲ +36.5%
Year Plans Participants Total Assets
2022 2 31 $4M
2023 2 32 $5M
2024 2 42 $5M

Boulder Oral & Maxillofacial Surgery filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$545K
Employer EIN954872515
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust, Total assets ($B): 0.002887984 · Participants: 20Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & TrustKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust side-by-side with 3 peers →

Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is All Ways Safe, LLC Cash Balance Pension Plan in PA ($3M); by covered participants it is The Scott Fetzer Pension Plan for Hourly Employees of Adalet (IBEW) in OH (20 participants). Same-state nearby plans are listed separately above.

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 Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust assets move in 2024? ▼
Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust grew sharply - up 23.3% during 2024, from $2M to $3M. Reported net income was $545K.
How have Boulder Oral & Maxillofacial Surgery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boulder Oral & Maxillofacial Surgery's sponsor-wide assets grew 36.5%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is All Ways Safe, LLC Cash Balance Pension Plan in PA ($3M, 150 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Scott Fetzer Pension Plan for Hourly Employees of Adalet (IBEW) in OH (20 participants, $3M 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 954872515.

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.