Defined Benefit (Pension) · DOL Form 5500 · 2022

Dana Niguel Internal Medicine Medical Group Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$521,225
Avg per participant High balance/head
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Official DOL plan name: Dana Niguel Internal Medicine Defined Benefit Pension Plan · Sponsored by Dana Niguel Internal Medicine Medical Group · California · Healthcare & Social Assistance

$2M in assets, 3 participants

Dana Niguel Internal Medicine Medical Group's Dana Niguel Internal Medicine Defined Benefit Pension Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,952 in Healthcare & Social Assistance (20,060 peers)

Dana Niguel Internal Medicine Medical Group multi-year trail

Dana Niguel Internal Medicine Medical Group's plans moved +23.6% in assets from 2022 to 2024; this filing shows Dana Niguel Internal Medicine Defined Benefit Pension Plan at $2M / 3 participants.

#5,952
in Healthcare & Social Assistance (20,060 peers)
+9.8%
assets growth YoY

Dana Niguel Internal Medicine Defined Benefit Pension Plan among the smaller filed plans by assets

Dana Niguel Internal Medicine Defined Benefit Pension Plan vs every filed plan by assets

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

$1,563,676 30th percentile higher than 30% 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

Dana Niguel Internal Medicine 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. Dana Niguel Internal Medicine Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 330258183 · Dana Niguel Internal Medicine Medical Group PY 2022 · Defined Benefit (Pension)

Dana Niguel Internal Medicine Defined Benefit Pension Plan · $2M · 3 · 30th

  • RANK $2M
  • RANK 3
  • RANK 30th
  • RANK Defined Benefit (Pension)
  • RANK near Brian P. Olofsson,M.D. Retirement Plan & Trust
  • RANK ind #5952

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 →

Dana Niguel Internal Medicine Defined Benefit Pension Plan in the asset neighbourhood

Western Iowa Mutual Insurance Association Pension TrustWestern Iowa Mutual Insuranc…$2MDana Niguel Internal Medicine Defined Benefit Pension PlanDana Niguel Internal Medicin…$2MBrian P. Olofsson,M.D. Retirement Plan & TrustBrian P. Olofsson,M.D. Retir…$2MPlasterers Local 79 Pension PlanPlasterers Local 79 Pension …$2MStanley Whitney Studio LLC Defined Benefit PlanStanley Whitney Studio LLC D…$2M
End-of-year total assets ($M) among Dana Niguel Internal Medicine Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Dana Niguel Internal Medicine Medical Group multi-year asset trail

Sponsor-wide plan assets over time

All Dana Niguel Internal Medicine Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.59094850851455% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.56M $1.93M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Dana Niguel Internal Medicine Medical Group filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$140K
Employer EIN330258183
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Dana Niguel Internal Medicine 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 ($B) Participants Dana Niguel Internal Medicine Defined Benefit Pension Plan, Total assets ($B): 0.001563676 · Participants: 3Dana Niguel Internal Medicine 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
Dana Niguel Internal Medicine Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Dana Niguel Internal Medicine Defined Benefit Pension Plan side-by-side with 3 peers →

Dana Niguel Internal Medicine 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 Brian P. Olofsson,M.D. Retirement Plan & Trust in IL ($2M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Dana Niguel Internal Medicine Defined Benefit Pension Plan assets move in 2022? ▼
Dana Niguel Internal Medicine Defined Benefit Pension Plan grew at a solid clip - up 9.8% during 2022, from $1M to $2M. Reported net income was $140K.
How have Dana Niguel Internal Medicine Medical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana Niguel Internal Medicine Medical Group's sponsor-wide assets grew 23.6%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Dana Niguel Internal Medicine Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Brian P. Olofsson,M.D. Retirement Plan & Trust in IL ($2M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dana Niguel Internal Medicine Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 330258183.

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.