Money Purchase · DOL Form 5500 · 2024

Winston W Chen Dds PA Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
32nd
Percentile by assets National rank
$650,632
Avg per participant High balance/head
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Official DOL plan name: Winston W Chen Dds PA Money Purchase Plan · Sponsored by Winston W Chen Dds PA · New Jersey · Healthcare & Social Assistance

$3M in assets, 4 participants

Winston W Chen Dds PA's Winston W Chen Dds PA Money Purchase Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,376 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 Money Purchase Plan at $3M / 4 participants.

#5,376
in Healthcare & Social Assistance (16,916 peers)
+24.7%
assets growth YoY

Winston W Chen Dds PA Money Purchase Plan among the smaller filed plans by assets

Winston W Chen Dds PA Money Purchase Plan vs every filed plan by assets

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

$2,602,529 32nd percentile higher than 32% 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

Winston W Chen Dds PA Money Purchase 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. Winston W Chen Dds PA Money Purchase Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winston W Chen Dds PA Money Purchase Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 223697098 · Winston W Chen Dds PA PY 2024 · Money Purchase

Winston W Chen Dds PA Money Purchase Plan · $3M · 4 · 32nd

  • PCT $3M
  • EIN 4
  • RANK 32nd
  • PHOTO Money Purchase
  • IND near Sign, Pictorial and Display Union Local 591 Supplemental Pension Fund
  • EOY ind #5376

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 New Jersey →

Winston W Chen Dds PA Money Purchase Plan in the asset neighbourhood

Marc B. Freedman Cpa, P.C. Money Purchase Pension PlanMarc B. Freedman Cpa, P.C. M…$3MMeramec Group Inc Retirement PlanMeramec Group Inc Retirement…$3MWinston W Chen Dds PA Money Purchase PlanWinston W Chen Dds PA Money …$3MSign, Pictorial and Display Union Local 591 Supplemental Pension FundSign, Pictorial and Display …$3MOrganization Management Group, Inc. Money Purchase PensionOrganization Management Grou…$3M
End-of-year total assets ($M) among Winston W Chen Dds PA Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Winston W Chen Dds PA multi-year asset trail

Sponsor-wide plan assets over time

All Winston W Chen Dds PA plans reported in each filing year

Latest sponsor-wide plan assets
$7M 63.86576775774502% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.16M $6.82M ▲ +63.9%
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)$2M
Net Assets (End of Year)$3M
Net Income$515K
Employer EIN223697098
Plan Effective Date2000-01-01
Filing StatusFILING 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 Money Purchase Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Winston W Chen Dds PA Money Purchase Plan, Total assets ($B): 0.002602529 · Participants: 4Winston W Chen Dds PA Money Purchase PlanPrinceton University Retirement Plan, Total assets ($B): 2.402818313 · Participants: 8833Princeton University Retirement PlanLocal 68 Engineers Union Annuity Plan, Total assets ($B): 0.97127775 · Participants: 5385Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($B): 0.936178353 · Participants: 4689Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($B): 0.593062355 · Participants: 3097Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($B): 0.394941492 · Participants: 1148Ironworkers Local 11 Annuity Fund
Winston W Chen Dds PA Money Purchase Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Winston W Chen Dds PA Money Purchase Plan side-by-side with 3 peers →

Winston W Chen Dds PA Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Sign, Pictorial and Display Union Local 591 Supplemental Pension Fund in MI ($3M); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Winston W Chen Dds PA Money Purchase Plan assets move in 2024? ▼
Winston W Chen Dds PA Money Purchase Plan grew sharply - up 24.7% during 2024, from $2M to $3M. Reported net income was $515K.
How have Winston W Chen Dds PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winston W Chen Dds PA's sponsor-wide assets grew 63.9%, from $4M to $7M.
Which Money Purchase plans are similar in size to Winston W Chen Dds PA Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Sign, Pictorial and Display Union Local 591 Supplemental Pension Fund in MI ($3M, 49 participants).
Which Money Purchase plans cover a similar participant headcount to Winston W Chen Dds PA Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Linas a Sidrys Md in IL (4 participants, $6M 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 223697098.

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.