Defined Benefit (Pension) · DOL Form 5500 · 2022
Orange County Urology Associates, Inc., a Medical Group Pension Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $45,966
- Avg per participant Low balance/head
Official DOL plan name: Orange County Urology Associates, Inc., a Medical Group Cash Balance Pension Plan · Sponsored by Orange County Urology Associates, Inc., a Medical Group · California · Healthcare & Social Assistance
$4M in assets, 84 participants
Orange County Urology Associates, Inc., a Medical Group's Orange County Urology Associates, Inc., a Medical Group Cash Balance Pension Plan reported $4M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #10,066 in Healthcare & Social Assistance (20,060 peers)
Orange County Urology Associates, Inc., a Medical Group multi-year trail
Orange County Urology Associates, Inc., a Medical Group's plans moved -12.9% in assets from 2022 to 2024; this filing shows Orange County Urology Associates, Inc., a Medical Group Cash Balance Pension Plan at $4M / 84 participants.
- #10,066
- in Healthcare & Social Assistance (20,060 peers)
- -2.1%
- assets change YoY
The plan reported a net loss of $85K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orange County Urology Associates, Inc., a Medical Group Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Orange County Urology Associates, Inc., a Medical Group Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,861,137 45th percentile higher than 45% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Orange County Urology Associates, Inc., a Medical Group Cash Balance Pension Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orange County Urology Associates, Inc., a Medical Group Cash Balance Pension Plan is a small filing (84 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 571143045 · Orange County Urology Associates, Inc., a Medical Group PY 2022 · Defined Benefit (Pension)
Orange County Urology Associates, Inc., a Medical Group Cash Balance Pension Plan · $4M · 84 · 45th
- NET $4M
- NET 84
- NET 45th
- NET Defined Benefit (Pension)
- NET near Oak Grove Family Dentistry Cash Balance Plan
- NET ind #10066
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 →
Orange County Urology Associates, Inc., a Medical Group Cash Balance Pension Plan in the asset neighbourhood
Orange County Urology Associates, Inc., a Medical Group multi-year asset trail
Sponsor-wide plan assets over time
All Orange County Urology Associates, Inc., a Medical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 12.862683335315767% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 188 | $23M |
| 2023 | 1 | 120 | $18M |
| 2024 | 1 | 114 | $20M |
Orange County Urology Associates, Inc., a Medical Group filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$85K |
| Employer EIN | 571143045 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Orange County Urology Associates, Inc., a Medical Group Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Oak Grove Family Dentistry Cash Balance Plan in MS ($4M); by covered participants it is Restated Texas Pacific Land Corporation Revised Employees' Pension Plan in TX (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (84 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.