Defined Benefit (Pension) · DOL Form 5500 · 2022

Benjamin Broukhim, M.D., Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
10
Participants Small participant base
51st
Percentile by assets National rank
$505,644
Avg per participant High balance/head
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Official DOL plan name: Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan · Sponsored by Benjamin Broukhim, M.D., Inc. · California · Healthcare & Social Assistance

$5M in assets, 10 participants

Benjamin Broukhim, M.D., Inc.'s Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan reported $5M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #11,326 in Healthcare & Social Assistance (20,060 peers)

Benjamin Broukhim, M.D., Inc. multi-year trail

Benjamin Broukhim, M.D., Inc.'s plans moved +53.5% in assets from 2022 to 2024; this filing shows Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan at $5M / 10 participants.

#11,326
in Healthcare & Social Assistance (20,060 peers)
-13.2%
assets change YoY

The plan reported a net loss of $770K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$5,056,438 Top 49% higher than 51% 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

Benjamin Broukhim, M.D., 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. Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 954350820 · Benjamin Broukhim, M.D., Inc. PY 2022 · Defined Benefit (Pension)

Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan · $5M · 10 · 51st

  • EBSA $5M
  • EBSA 10
  • EBSA 51st
  • EBSA Defined Benefit (Pension)
  • EBSA near Spiro Boukas Dds PC Defined Benefit Pension Plan
  • EBSA ind #11326

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 →

Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan in the asset neighbourhood

Benjamin Broukhim, M.D., Inc. Defined Benefit Pension PlanBenjamin Broukhim, M.D., Inc…$5MRsr Hourly Pension - New York$5MSpiro Boukas Dds PC Defined Benefit Pension PlanSpiro Boukas Dds PC Defined …$5MBluegrass Orthopaedics, Psc Cash Balance Pension PlanBluegrass Orthopaedics, Psc …$5MGroup Retirement Income Plan No. 7Group Retirement Income Plan…$5M
End-of-year total assets ($M) among Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Benjamin Broukhim, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Benjamin Broukhim, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 53.52432567475019% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.24M $9.57M ▲ +53.4%
Year Plans Participants Total Assets
2022 2 23 $6M
2023 2 23 $8M
2024 2 23 $10M

Benjamin Broukhim, M.D., Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$770K
Employer EIN954350820
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Benjamin Broukhim, M.D., 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 ($B) Participants Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan, Total assets ($B): 0.005056438 · Participants: 10Benjamin Broukhim, M.D., 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
Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Benjamin Broukhim, M.D., 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 Spiro Boukas Dds PC Defined Benefit Pension Plan in NY ($5M); by covered participants it is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan pulled back noticeably - down 13.2% during 2022, from $6M to $5M. Reported net income was -$770K.
How have Benjamin Broukhim, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin Broukhim, M.D., Inc.'s sponsor-wide assets grew 53.5%, from $6M to $10M.
Which Defined Benefit (Pension) plans are similar in size to Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Spiro Boukas Dds PC Defined Benefit Pension Plan in NY ($5M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants, $1M 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 954350820.

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.