Money Purchase · DOL Form 5500 · 2024
Carbon Oral Surgery Associates PC Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $303,933
- Avg per participant High balance/head
Official DOL plan name: John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan · Sponsored by Carbon Oral Surgery Associates PC · Pennsylvania · Healthcare & Social Assistance
$3M in assets, 9 participants
Carbon Oral Surgery Associates PC's John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,527 in Healthcare & Social Assistance (16,916 peers)
Carbon Oral Surgery Associates PC multi-year trail
Carbon Oral Surgery Associates PC's plans moved +24.9% in assets from 2022 to 2024; this filing shows John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan at $3M / 9 participants.
- #5,527
- in Healthcare & Social Assistance (16,916 peers)
- +3.1%
- assets growth YoY
John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan among the smaller filed plans by assets
John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,735,399 33rd percentile higher than 33% 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
John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension 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. John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan reported net income fell from $426K in the plan year 2023 filing to $132K in the plan year 2024 filing.
- John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.
- John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 222301622 · Carbon Oral Surgery Associates PC PY 2024 · Money Purchase
John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan · $3M · 9 · 33rd
- 5500 $3M
- 5500 9
- 5500 33rd
- 5500 Money Purchase
- 5500 near Michael C Menyhart Ltd 401(k) Profit Sharing Plan
- 5500 ind #5527
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 Pennsylvania →
John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan in the asset neighbourhood
Carbon Oral Surgery Associates PC multi-year asset trail
Sponsor-wide plan assets over time
All Carbon Oral Surgery Associates PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 24.937073942637333% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14 | $3M |
| 2023 | 2 | 15 | $3M |
| 2024 | 2 | 14 | $4M |
Carbon Oral Surgery Associates PC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $132K |
| Employer EIN | 222301622 |
| Plan Effective Date | 1980-04-01 |
| 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
John P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Michael C Menyhart Ltd 401(k) Profit Sharing Plan in IL ($3M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.