Defined Benefit (Pension) · DOL Form 5500 · 2022

Josiane Lederman, M.D., P.C. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
36th
Percentile by assets National rank
$250,023
Avg per participant Above avg balance/head
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Official DOL plan name: Josiane Lederman, M. D. , P. C. Cash Balance Plan · Sponsored by Josiane Lederman, M.D., P.C. · New York · Healthcare & Social Assistance

$2M in assets, 9 participants

Josiane Lederman, M.D., P.C.'s Josiane Lederman, M. D. , P. C. Cash Balance Plan reported $2M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,527 in Healthcare & Social Assistance (20,060 peers)

Josiane Lederman, M.D., P.C. multi-year trail

Josiane Lederman, M.D., P.C.'s plans moved -33.4% in assets from 2022 to 2024; this filing shows Josiane Lederman, M. D. , P. C. Cash Balance Plan at $2M / 9 participants.

#7,527
in Healthcare & Social Assistance (20,060 peers)
-1.7%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Josiane Lederman, M. D. , P. C. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Josiane Lederman, M. D. , P. C. Cash Balance Plan vs every filed plan by assets

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

$2,250,211 36th percentile higher than 36% 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

Josiane Lederman, M. D. , P. C. 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. Josiane Lederman, M. D. , P. C. Cash Balance Plan is a micro filing (9 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 133747349 · Josiane Lederman, M.D., P.C. PY 2022 · Defined Benefit (Pension)

Josiane Lederman, M. D. , P. C. Cash Balance Plan · $2M · 9 · 36th

  • PHOTO $2M
  • IND 9
  • EOY 36th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Calbiotech, Inc. Pension Plan
  • PCT ind #7527

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 New York →

Josiane Lederman, M. D. , P. C. Cash Balance Plan in the asset neighbourhood

Dermatology Associates of Orange County, Inc. Pension PlanDermatology Associates of Or…$2MMark Zhang, M.D. Ob-Gyn Pension PlanMark Zhang, M.D. Ob-Gyn Pens…$2MJosiane Lederman, M. D. , P. C. Cash Balance PlanJosiane Lederman, M. D. , P.…$2MCalbiotech, Inc. Pension Plan$2MMahomed Suliman, M.D. Pension PlanMahomed Suliman, M.D. Pensio…$2M
End-of-year total assets ($M) among Josiane Lederman, M. D. , P. C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Josiane Lederman, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Josiane Lederman, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.36294762809754% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $4.3M $2.86M ▼ -33.5%
Year Plans Participants Total Assets
2022 2 17 $4M
2023 2 16 $5M
2024 1 9 $3M

Josiane Lederman, M.D., P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$40K
Employer EIN133747349
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Josiane Lederman, M. D. , P. C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Josiane Lederman, M. D. , P. C. Cash Balance Plan, Total assets ($B): 0.002250211 · Participants: 9Josiane Lederman, M. D. , P. C. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Josiane Lederman, M. D. , P. C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Josiane Lederman, M. D. , P. C. Cash Balance Plan side-by-side with 3 peers →

Josiane Lederman, M. D. , P. C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Calbiotech, Inc. Pension Plan in CA ($2M); by covered participants it is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Josiane Lederman, M. D. , P. C. Cash Balance Plan assets move in 2022? ▼
Josiane Lederman, M. D. , P. C. Cash Balance Plan edged down modestly - down 1.7% during 2022, from $2M to $2M. Reported net income was -$40K.
How have Josiane Lederman, M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Josiane Lederman, M.D., P.C.'s sponsor-wide assets declined 33.4%, from $4M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Josiane Lederman, M. D. , P. C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Calbiotech, Inc. Pension Plan in CA ($2M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Josiane Lederman, M. D. , P. C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 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 133747349.

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.