Defined Benefit (Pension) · DOL Form 5500 · 2022

Urvashi Sura, M.D., Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
36th
Percentile by assets National rank
$569,378
Avg per participant High balance/head
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Official DOL plan name: Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust · Sponsored by Urvashi Sura, M.D., Inc. · California · Healthcare & Social Assistance

$2M in assets, 4 participants

Urvashi Sura, M.D., Inc.'s Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,567 in Healthcare & Social Assistance (20,060 peers)

Urvashi Sura, M.D., Inc. multi-year trail

Urvashi Sura, M.D., Inc.'s plans moved -41.7% in assets from 2022 to 2023; this filing shows Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust at $2M / 4 participants.

#7,567
in Healthcare & Social Assistance (20,060 peers)
-8.4%
assets change YoY

The plan reported a net loss of $208K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust vs every filed plan by assets

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

$2,277,511 36th percentile higher than 36% 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

Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 020675744 · Urvashi Sura, M.D., Inc. PY 2022 · Defined Benefit (Pension)

Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust · $2M · 4 · 36th

  • IND $2M
  • IND 4
  • IND 36th
  • IND Defined Benefit (Pension)
  • IND near Cayuga Lake National Bank Pension Plan as a Member of the New York State Bankers Retirement System
  • IND ind #7567

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 →

Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust in the asset neighbourhood

Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and TrustUrvashi Sura, M.D., Inc. Def…$2MCayuga Lake National Bank Pension Plan as a Member of the New York State Bankers Retirement SystemCayuga Lake National Bank Pe…$2MAmeriti Manufacturing Company UAW Restated Amended Pension PlanAmeriti Manufacturing Compan…$2MGlobal Wire and Cable, Inc., Defined Benefit Pension PlanGlobal Wire and Cable, Inc.,…$2MPension Agreement Between Spartanburg Steel Products, Inc. and Int. Molders and Allied Workers Union AFL-CIO-ClcPension Agreement Between Sp…$2M
End-of-year total assets ($M) among Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Urvashi Sura, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Urvashi Sura, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 41.658928509850554% vs 2022
2023 filing year
$2M$3M$4M$5M 20222023 $4.03M $2.35M ▼ -41.7%
Year Plans Participants Total Assets
2022 2 10 $4M
2023 2 10 $2M

Urvashi Sura, M.D., Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$208K
Employer EIN020675744
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust, Total assets ($B): 0.002277511 · Participants: 4Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and TrustKaiser 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
Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust side-by-side with 3 peers →

Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Cayuga Lake National Bank Pension Plan as a Member of the New York State Bankers Retirement System in NY ($2M); by covered participants it is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants). Same-state nearby plans are listed separately above.

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 Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust assets move in 2022? ▼
Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust pulled back noticeably - down 8.4% during 2022, from $2M to $2M. Reported net income was -$208K.
How have Urvashi Sura, M.D., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Urvashi Sura, M.D., Inc.'s sponsor-wide assets declined 41.7%, from $4M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cayuga Lake National Bank Pension Plan as a Member of the New York State Bankers Retirement System in NY ($2M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Urvashi Sura, M.D., Inc. Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants, $7M 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 020675744.

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.