Money Purchase · DOL Form 5500 · 2024
Winston W Chen Dds PA Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 4
- Participants
- 39th
- Percentile by assets
- $1.1M
- Avg per participant
Official DOL plan name: Winston W Chen Dds PA Profit Sharing Plan · Sponsored by Winston W Chen Dds PA · New Jersey · Healthcare & Social Assistance
$4M in assets, 4 participants
Winston W Chen Dds PA's Winston W Chen Dds PA Profit Sharing Plan reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- 39th percentile by assets (of 123,622 plans)
- #6,957 in Healthcare & Social Assistance (16,916 peers)
Winston W Chen Dds PA multi-year trail
Winston W Chen Dds PA's plans moved +63.9% in assets from 2022 to 2024; this filing shows Winston W Chen Dds PA Profit Sharing Plan at $4M / 4 participants.
- $4M
- total plan assets (2024 EOY)
- 4
- covered participants
- 39th
- percentile by assets (of 123,622 plans)
- $1.1M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Winston W Chen Dds PA Profit Sharing Plan reported net income fell from $955K in the plan year 2023 filing to $666K in the plan year 2024 filing.
- Winston W Chen Dds PA Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Winston W Chen Dds PA across 3 plan years on file
Across the 3 plan years Winston W Chen Dds PA has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $7M, a gain of 63.9%, while reported participants moved from 8 to 8 (+0.0%). Peak year by sponsor assets: 2024 ($7M); trough: 2022 ($4M).
Winston W Chen Dds PA multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8 | $4M |
| 2023 | 2 | 8 | $6M |
| 2024 | 2 | 8 | $7M |
Winston W Chen Dds PA filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $666K |
| Employer EIN | 223697098 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Winston W Chen Dds PA Profit Sharing Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Winston W Chen Dds PA Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Winston W Chen Dds PA Profit Sharing Plan assets move in 2024? ▼
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Multi-year trail
Ways to act on Winston W Chen Dds PA Profit Sharing Plan's numbers.
- By total assets, Winston W Chen Dds PA 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 New Jersey. Compare plans
- Winston W Chen Dds PA's sponsor-wide assets have grown 63.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans