Defined Benefit (Pension) · DOL Form 5500 · 2022

Samir E. Hage, D.O., Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
34th
Percentile by assets National rank
$226,098
Avg per participant Above avg balance/head
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Official DOL plan name: Samir E. Hage, D.O., Inc. Cash Balance Pension Plan · Sponsored by Samir E. Hage, D.O., Inc. · California · Healthcare & Social Assistance

$2M in assets, 9 participants

Samir E. Hage, D.O., Inc.'s Samir E. Hage, D.O., Inc. Cash Balance Pension Plan reported $2M in total assets and 9 participants in its 2022 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.

  • #7,065 in Healthcare & Social Assistance (20,060 peers)

Samir E. Hage, D.O., Inc. multi-year trail

Samir E. Hage, D.O., Inc.'s plans moved +60.6% in assets from 2022 to 2024; this filing shows Samir E. Hage, D.O., Inc. Cash Balance Pension Plan at $2M / 9 participants.

#7,065
in Healthcare & Social Assistance (20,060 peers)
+13.3%
assets growth YoY

Samir E. Hage, D.O., Inc. Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Samir E. Hage, D.O., Inc. Cash Balance Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,034,881 34th percentile higher than 34% of 139,123 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 2022

Samir E. Hage, D.O., Inc. Cash Balance Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samir E. Hage, D.O., Inc. Cash Balance Pension Plan is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 201250475 · Samir E. Hage, D.O., Inc. PY 2022 · Defined Benefit (Pension)

Samir E. Hage, D.O., Inc. Cash Balance Pension Plan · $2M · 9 · 34th

  • NET $2M
  • BOOK 9
  • VS-ST 34th
  • BOY Defined Benefit (Pension)
  • SCH near Garrett-Lynch Insurance Agency, Inc. Pension Plan
  • EBSA ind #7065

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 →

Samir E. Hage, D.O., Inc. Cash Balance Pension Plan in the asset neighbourhood

Venture Law, Inc., Defined Benefit Pension PlanVenture Law, Inc., Defined B…$2MGarrett-Lynch Insurance Agency, Inc. Pension PlanGarrett-Lynch Insurance Agen…$2MSamir E. Hage, D.O., Inc. Cash Balance Pension PlanSamir E. Hage, D.O., Inc. Ca…$2MWundies Enterprises, Inc. Pension PlanWundies Enterprises, Inc. Pe…$2MThe Great Lakes Brewing Company Cash Balance Plan and TrustThe Great Lakes Brewing Comp…$2M
End-of-year total assets ($M) among Samir E. Hage, D.O., Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Samir E. Hage, D.O., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Samir E. Hage, D.O., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 60.621038773274705% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.03M $3.27M ▲ +61.1%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 6 $3M
2024 1 8 $3M

Samir E. Hage, D.O., Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$238K
Employer EIN201250475
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Samir E. Hage, D.O., Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Samir E. Hage, D.O., Inc. Cash Balance Pension Plan, Total assets ($B): 0.002034881 · Participants: 9Samir E. Hage, D.O., Inc. Cash Balance Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Samir E. Hage, D.O., Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Samir E. Hage, D.O., Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Samir E. Hage, D.O., Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Garrett-Lynch Insurance Agency, Inc. Pension Plan in MA ($2M); by covered participants it is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Samir E. Hage, D.O., Inc. Cash Balance Pension Plan assets move in 2022? ▼
Samir E. Hage, D.O., Inc. Cash Balance Pension Plan grew at a solid clip - up 13.3% during 2022, from $2M to $2M. Reported net income was $238K.
How have Samir E. Hage, D.O., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samir E. Hage, D.O., Inc.'s sponsor-wide assets grew 60.6%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Samir E. Hage, D.O., Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Garrett-Lynch Insurance Agency, Inc. Pension Plan in MA ($2M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Samir E. Hage, D.O., Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201250475.

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.