Defined Benefit (Pension) · DOL Form 5500 · 2022

Mark V. Sofonio, M.D. Inc. Pension Plan

Data updated 2026-08-25

$983K
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$163,855
Avg per participant Above avg balance/head
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Official DOL plan name: Mark V. Sofonio, M.D. Defined Benefit Pension Plan · Sponsored by Mark V. Sofonio, M.D. Inc. · California · Healthcare & Social Assistance

$983K in assets, 6 participants

Mark V. Sofonio, M.D. Inc.'s Mark V. Sofonio, M.D. Defined Benefit Pension Plan reported $983K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,399 in Healthcare & Social Assistance (20,060 peers)

Mark V. Sofonio, M.D. Inc. multi-year trail

Mark V. Sofonio, M.D. Inc.'s plans moved +13.6% in assets from 2022 to 2024; this filing shows Mark V. Sofonio, M.D. Defined Benefit Pension Plan at $983K / 6 participants.

#4,399
in Healthcare & Social Assistance (20,060 peers)
-7.2%
assets change YoY

The plan reported a net loss of $77K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mark V. Sofonio, M.D. Defined Benefit Pension Plan among the smaller filed plans by assets

Mark V. Sofonio, M.D. Defined Benefit Pension Plan vs every filed plan by assets

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

$983,129 25th percentile higher than 25% 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

Mark V. Sofonio, M.D. 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. Mark V. Sofonio, M.D. Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 264008871 · Mark V. Sofonio, M.D. Inc. PY 2022 · Defined Benefit (Pension)

Mark V. Sofonio, M.D. Defined Benefit Pension Plan · $983K · 6 · 25th

  • BOOK $983K
  • VS-ST 6
  • BOY 25th
  • SCH Defined Benefit (Pension)
  • EBSA near Twin Oil Company Employees' Pension Plan and Trust
  • PART ind #4399

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 →

Mark V. Sofonio, M.D. Defined Benefit Pension Plan in the asset neighbourhood

Carnegie Corporation of New York Supplemental Pension PlanCarnegie Corporation of New …$986KMark V. Sofonio, M.D. Defined Benefit Pension PlanMark V. Sofonio, M.D. Define…$983KTwin Oil Company Employees' Pension Plan and TrustTwin Oil Company Employees' …$982KPension Plan for Employees of the Tupman Thurlow Co. , Inc.Pension Plan for Employees o…$979KAmerican Heart Association Plan Svc 07/01/1976American Heart Association P…$975K
End-of-year total assets ($M) among Mark V. Sofonio, M.D. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Mark V. Sofonio, M.D. Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mark V. Sofonio, M.D. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 13.617744975481347% vs 2022
2024 filing year
$0.95M$1M$1.05M$1.1M$1.15M 202220232024 $0.98M $1.12M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 6 $983K
2023 1 5 $1M
2024 1 5 $1M

Mark V. Sofonio, M.D. Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$983K
Net Income-$77K
Employer EIN264008871
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.

Mark V. Sofonio, M.D. 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 ($B) Participants Mark V. Sofonio, M.D. Defined Benefit Pension Plan, Total assets ($B): 0.000983129 · Participants: 6Mark V. Sofonio, M.D. 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
Mark V. Sofonio, M.D. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Mark V. Sofonio, M.D. Defined Benefit Pension Plan side-by-side with 3 peers →

Mark V. Sofonio, M.D. 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 Twin Oil Company Employees' Pension Plan and Trust in FL ($982K); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Mark V. Sofonio, M.D. Defined Benefit Pension Plan assets move in 2022? ▼
Mark V. Sofonio, M.D. Defined Benefit Pension Plan pulled back noticeably - down 7.2% during 2022, from $1M to $983K. Reported net income was -$77K.
How have Mark V. Sofonio, M.D. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark V. Sofonio, M.D. Inc.'s sponsor-wide assets grew 13.6%, from $983K to $1M.
Where does Mark V. Sofonio, M.D. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Mark V. Sofonio, M.D. Defined Benefit Pension Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Mark V. Sofonio, M.D. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Twin Oil Company Employees' Pension Plan and Trust in FL ($982K, 11 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mark V. Sofonio, M.D. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 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 264008871.

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.