Defined Benefit (Pension) · DOL Form 5500 · 2022

Richard a. Zoumalan, M.D., Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$829,802
Avg per participant High balance/head
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Official DOL plan name: Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan · Sponsored by Richard a. Zoumalan, M.D., Inc. · California · Healthcare & Social Assistance

$2M in assets, 2 participants

Richard a. Zoumalan, M.D., Inc.'s Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,179 in Healthcare & Social Assistance (20,060 peers)

Richard a. Zoumalan, M.D., Inc. multi-year trail

Richard a. Zoumalan, M.D., Inc.'s plans moved +38.6% in assets from 2022 to 2024; this filing shows Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan at $2M / 2 participants.

#6,179
in Healthcare & Social Assistance (20,060 peers)
-14.2%
assets change YoY

The plan reported a net loss of $211K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan among the smaller filed plans by assets

Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan vs every filed plan by assets

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

$1,659,603 31st percentile higher than 31% 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

Richard a. Zoumalan, M.D., Inc. Defined Benefit 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. Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 800760168 · Richard a. Zoumalan, M.D., Inc. PY 2022 · Defined Benefit (Pension)

Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan · $2M · 2 · 31st

  • EOY $2M
  • EOY 2
  • EOY 31st
  • EOY Defined Benefit (Pension)
  • EOY near Pension Plan for Employees of Sioux City Newspapers, Inc.
  • EOY ind #6179

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 →

Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan in the asset neighbourhood

Richard a. Zoumalan, M.D., Inc. Defined Benefit PlanRichard a. Zoumalan, M.D., I…$2MPension Plan for Employees of Sioux City Newspapers, Inc.Pension Plan for Employees o…$2MChicago Medical Society Pension PlanChicago Medical Society Pens…$2MOlarte-Foussard & Co., Inc. Pension PlanOlarte-Foussard & Co., Inc. …$2MImperial Gas Resources LLC Cash Balance Pension PlanImperial Gas Resources LLC C…$2M
End-of-year total assets ($M) among Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Richard a. Zoumalan, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Richard a. Zoumalan, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 38.567898467284046% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.66M $2.3M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 5 $2M
2024 1 5 $2M

Richard a. Zoumalan, M.D., Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$211K
Employer EIN800760168
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan, Total assets ($B): 0.001659603 · Participants: 2Richard a. Zoumalan, M.D., Inc. Defined Benefit 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
Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan side-by-side with 3 peers →

Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Sioux City Newspapers, Inc. in IA ($2M); 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 Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan assets move in 2022? ▼
Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan pulled back noticeably - down 14.2% during 2022, from $2M to $2M. Reported net income was -$211K.
How have Richard a. Zoumalan, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard a. Zoumalan, M.D., Inc.'s sponsor-wide assets grew 38.6%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Sioux City Newspapers, Inc. in IA ($2M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Richard a. Zoumalan, M.D., Inc. Defined Benefit 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 800760168.

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.