Defined Benefit (Pension) · DOL Form 5500 · 2022

Robert D. Agnoletti, D.D.S., Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
31st
Percentile by assets National rank
$326,121
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan · Sponsored by Robert D. Agnoletti, D.D.S., Inc. · California · Healthcare & Social Assistance

$2M in assets, 5 participants

Robert D. Agnoletti, D.D.S., Inc.'s Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,115 in Healthcare & Social Assistance (20,060 peers)

Robert D. Agnoletti, D.D.S., Inc. multi-year trail

Robert D. Agnoletti, D.D.S., Inc.'s plans moved -64.9% in assets from 2022 to 2024; this filing shows Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan at $2M / 5 participants.

#6,115
in Healthcare & Social Assistance (20,060 peers)
-29.3%
assets change YoY

The plan reported a net loss of $677K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,630,605 31st percentile higher than 31% 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

Robert D. Agnoletti, D.D.S., Inc. Defined Benefit 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. Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 942443592 · Robert D. Agnoletti, D.D.S., Inc. PY 2022 · Defined Benefit (Pension)

Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan · $2M · 5 · 31st

  • ASSETS $2M
  • PCT 5
  • EIN 31st
  • RANK Defined Benefit (Pension)
  • PHOTO near Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan
  • IND ind #6115

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 →

Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan in the asset neighbourhood

Base Tactical Disaster Recovery, Inc. Defined Benefit Plan and TrustBase Tactical Disaster Recov…$2MRobert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension PlanRobert D. Agnoletti, D.D.S.,…$2MEagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension PlanEagle Ridge Ranch Montana Li…$2MRetirement Plan for Hourly Employees of Applied Industrial Materials CorporationRetirement Plan for Hourly E…$2MBuilding Technology Engineers, Inc. Retirement Income PlanBuilding Technology Engineer…$2M
End-of-year total assets ($M) among Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Robert D. Agnoletti, D.D.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Robert D. Agnoletti, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 64.91196293062198% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.55M $1.95M ▼ -64.9%
Year Plans Participants Total Assets
2022 2 9 $6M
2023 2 10 $6M
2024 1 5 $2M

Robert D. Agnoletti, D.D.S., Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$677K
Employer EIN942443592
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Robert D. Agnoletti, D.D.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 ($B) Participants Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001630605 · Participants: 5Robert D. Agnoletti, D.D.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
Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Robert D. Agnoletti, D.D.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 Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan in MT ($2M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan declined sharply - down 29.3% during 2022, from $2M to $2M. Reported net income was -$677K.
How have Robert D. Agnoletti, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert D. Agnoletti, D.D.S., Inc.'s sponsor-wide assets declined 64.9%, from $6M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan in MT ($2M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 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 942443592.

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.