Defined Benefit (Pension) · DOL Form 5500 · 2022

Kurt Stormberg, D.D.S., M.S., Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
39th
Percentile by assets National rank
$199,812
Avg per participant Above avg balance/head
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Official DOL plan name: Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan · Sponsored by Kurt Stormberg, D.D.S., M.S., Inc. · California · Healthcare & Social Assistance

$3M in assets, 14 participants

Kurt Stormberg, D.D.S., M.S., Inc.'s Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan reported $3M in total assets and 14 participants in its 2022 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.

  • #8,481 in Healthcare & Social Assistance (20,060 peers)

Kurt Stormberg, D.D.S., M.S., Inc. multi-year trail

Kurt Stormberg, D.D.S., M.S., Inc.'s plans moved -25.4% in assets from 2022 to 2023; this filing shows Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan at $3M / 14 participants.

#8,481
in Healthcare & Social Assistance (20,060 peers)
+13.5%
assets growth YoY

Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$2,797,369 39th percentile higher than 39% 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

Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan is a small filing (14 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 330873983 · Kurt Stormberg, D.D.S., M.S., Inc. PY 2022 · Defined Benefit (Pension)

Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan · $3M · 14 · 39th

  • TYPE $3M
  • NET 14
  • BOOK 39th
  • VS-ST Defined Benefit (Pension)
  • BOY near Lava Lava, LLC Defined Benefit Plan & Trust
  • SCH ind #8481

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 →

Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan in the asset neighbourhood

Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and TrustSovi Joseph, M.D., P.a. Cash…$3MKurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension PlanKurt Stormberg, D.D.S., M.S.…$3MLava Lava, LLC Defined Benefit Plan & TrustLava Lava, LLC Defined Benef…$3MSfmb Management, LLC Cash Balance Pension PlanSfmb Management, LLC Cash Ba…$3MAllgate Financial, LLC Cash Balance Pension Plan & TrustAllgate Financial, LLC Cash …$3M
End-of-year total assets ($M) among Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Kurt Stormberg, D.D.S., M.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kurt Stormberg, D.D.S., M.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.420448093371512% vs 2022
2023 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 20222023 $5.93M $4.42M ▼ -25.5%
Year Plans Participants Total Assets
2022 2 31 $6M
2023 1 2 $4M

Kurt Stormberg, D.D.S., M.S., Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$333K
Employer EIN330873983
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan, Total assets ($B): 0.002797369 · Participants: 14Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit 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
Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Lava Lava, LLC Defined Benefit Plan & Trust in HI ($3M); by covered participants it is Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees in FL (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan grew at a solid clip - up 13.5% during 2022, from $2M to $3M. Reported net income was $333K.
How have Kurt Stormberg, D.D.S., M.S., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Kurt Stormberg, D.D.S., M.S., Inc.'s sponsor-wide assets declined 25.4%, from $6M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lava Lava, LLC Defined Benefit Plan & Trust in HI ($3M, 84 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees in FL (14 participants, $39M 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 330873983.

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.