Defined Benefit (Pension) · DOL Form 5500 · 2022

Zvi Broitman Dental PC Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$572,822
Avg per participant High balance/head
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Official DOL plan name: Zvi Broitman Dental PC Retirement Plan · Sponsored by Zvi Broitman Dental PC · New York · Healthcare & Social Assistance

$1M in assets, 2 participants

Zvi Broitman Dental PC's Zvi Broitman Dental PC Retirement Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,840 in Healthcare & Social Assistance (20,060 peers)

Zvi Broitman Dental PC multi-year trail

Zvi Broitman Dental PC's plans moved +33.2% in assets from 2022 to 2024; this filing shows Zvi Broitman Dental PC Retirement Plan at $1M / 2 participants.

#4,840
in Healthcare & Social Assistance (20,060 peers)
-2.9%
assets change YoY

The plan reported a net loss of $35K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zvi Broitman Dental PC Retirement Plan among the smaller filed plans by assets

Zvi Broitman Dental PC Retirement Plan vs every filed plan by assets

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

$1,145,643 26th percentile higher than 26% 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

Zvi Broitman Dental PC Retirement 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. Zvi Broitman Dental PC Retirement Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 020607330 · Zvi Broitman Dental PC PY 2022 · Defined Benefit (Pension)

Zvi Broitman Dental PC Retirement Plan · $1M · 2 · 26th

  • VS-ST $1M
  • VS-ST 2
  • VS-ST 26th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Bogie Investment Group, Inc. Cash Balance Plan
  • VS-ST ind #4840

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 New York →

Zvi Broitman Dental PC Retirement Plan in the asset neighbourhood

Zvi Broitman Dental PC Retirement PlanZvi Broitman Dental PC Retir…$1MBogie Investment Group, Inc. Cash Balance PlanBogie Investment Group, Inc.…$1MWhite Oak Pictures Inc Defined Benefit Pension PlanWhite Oak Pictures Inc Defin…$1MRj Realty Management Company LLC Pension PlanRj Realty Management Company…$1MForex Cargo (Cal), Inc. Defined Benefit Pension PlanForex Cargo (Cal), Inc. Defi…$1M
End-of-year total assets ($M) among Zvi Broitman Dental PC Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Zvi Broitman Dental PC multi-year asset trail

Sponsor-wide plan assets over time

All Zvi Broitman Dental PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.23129456558457% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.15M $1.53M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $2M

Zvi Broitman Dental PC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$35K
Employer EIN020607330
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Zvi Broitman Dental PC Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Zvi Broitman Dental PC Retirement Plan, Total assets ($B): 0.001145643 · Participants: 2Zvi Broitman Dental PC Retirement PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Zvi Broitman Dental PC Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Zvi Broitman Dental PC Retirement Plan side-by-side with 3 peers →

Zvi Broitman Dental PC Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Bogie Investment Group, Inc. Cash Balance Plan in CA ($1M); by covered participants it is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Zvi Broitman Dental PC Retirement Plan assets move in 2022? ▼
Zvi Broitman Dental PC Retirement Plan edged down modestly - down 2.9% during 2022, from $1M to $1M. Reported net income was -$35K.
How have Zvi Broitman Dental PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zvi Broitman Dental PC's sponsor-wide assets grew 33.2%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Zvi Broitman Dental PC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bogie Investment Group, Inc. Cash Balance Plan in CA ($1M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zvi Broitman Dental PC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (2 participants, $3M 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 020607330.

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.