Defined Benefit (Pension) · DOL Form 5500 · 2022

Christopher I. Zoumalan, M.D., Inc. Pension Plan

Data updated 2026-08-25

$711K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$355,641
Avg per participant High balance/head
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Official DOL plan name: Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan · Sponsored by Christopher I. Zoumalan, M.D., Inc. · California · Healthcare & Social Assistance

$711K in assets, 2 participants

Christopher I. Zoumalan, M.D., Inc.'s Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan reported $711K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,613 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan holds $711K for 2 participants - about $355,641 per participant, among the smaller plans by assets on file.

#3,613
in Healthcare & Social Assistance (20,060 peers)
-5.1%
assets change YoY

The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan among the smaller filed plans by assets

Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan vs every filed plan by assets

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

$711,281 22nd percentile higher than 22% 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

Christopher I. Zoumalan, M.D., Inc. Cash Balance 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. Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 273849365 · Christopher I. Zoumalan, M.D., Inc. PY 2022 · Defined Benefit (Pension)

Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan · $711K · 2 · 22nd

  • BOOK $711K
  • VS-ST 2
  • BOY 22nd
  • SCH Defined Benefit (Pension)
  • EBSA near Fireoak Strategies, LLC Pension Plan
  • PART ind #3613

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 →

Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan in the asset neighbourhood

Oneida County Orthodontics P.C. Cash Balance PlanOneida County Orthodontics P…$717KWaheguru-Jatt, LLC Pension PlanWaheguru-Jatt, LLC Pension P…$723KChristopher I. Zoumalan, M.D., Inc. Cash Balance PlanChristopher I. Zoumalan, M.D…$711KFireoak Strategies, LLC Pension PlanFireoak Strategies, LLC Pens…$711KCape Cod Management, LLC Defined Benefit Pension PlanCape Cod Management, LLC Def…$713K
End-of-year total assets ($M) among Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$750K
Net Assets (End of Year)$711K
Net Income-$38K
Employer EIN273849365
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Christopher I. Zoumalan, M.D., Inc.)

Sponsor-wide plan assets over time

All Christopher I. Zoumalan, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$875K 3.2254961897886556% vs 2022
2024 filing year
$0.87M$0.88M$0.89M$0.9M$0.91M 20222024 $0.9M $0.88M ▼ -2.2%
Year Plans Participants Total Assets
2022 2 5 $905K
2024 1 4 $875K

Nearby Defined Benefit (Pension) Plans in California

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

Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan, Total assets ($B): 0.000711281 · Participants: 2Christopher I. Zoumalan, M.D., Inc. Cash Balance 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
Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan side-by-side with 3 peers →

Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Fireoak Strategies, LLC Pension Plan in NC ($711K); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (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 Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan assets move in 2022? ▼
Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan pulled back noticeably - down 5.1% during 2022, from $750K to $711K. Reported net income was -$38K.
How have Christopher I. Zoumalan, M.D., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Christopher I. Zoumalan, M.D., Inc.'s sponsor-wide assets declined 3.2%, from $905K to $875K.
Where does Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fireoak Strategies, LLC Pension Plan in NC ($711K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 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 273849365.

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.