Defined Benefit (Pension) · DOL Form 5500 · 2022

Sunil Patel, D.O., Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
40th
Percentile by assets National rank
$411,743
Avg per participant High balance/head
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Official DOL plan name: Sunil Patel, D.O., Inc. Defined Benefit Pension Plan · Sponsored by Sunil Patel, D.O., Inc. · California · Healthcare & Social Assistance

$3M in assets, 7 participants

Sunil Patel, D.O., Inc.'s Sunil Patel, D.O., Inc. Defined Benefit Pension Plan reported $3M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,611 in Healthcare & Social Assistance (20,060 peers)

Sunil Patel, D.O., Inc. multi-year trail

Sunil Patel, D.O., Inc.'s plans moved +37.8% in assets from 2022 to 2024; this filing shows Sunil Patel, D.O., Inc. Defined Benefit Pension Plan at $3M / 7 participants.

#8,611
in Healthcare & Social Assistance (20,060 peers)
+5.2%
assets growth YoY

Sunil Patel, D.O., Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sunil Patel, D.O., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$2,882,198 40th percentile higher than 40% 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

Sunil Patel, D.O., Inc. 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. Sunil Patel, D.O., Inc. Defined Benefit Pension Plan is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 453139093 · Sunil Patel, D.O., Inc. PY 2022 · Defined Benefit (Pension)

Sunil Patel, D.O., Inc. Defined Benefit Pension Plan · $3M · 7 · 40th

  • 5500 $3M
  • ASSETS 7
  • PCT 40th
  • EIN Defined Benefit (Pension)
  • RANK near Augustine Financial, LLC Cash Balance Pension Plan
  • PHOTO ind #8611

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 →

Sunil Patel, D.O., Inc. Defined Benefit Pension Plan in the asset neighbourhood

Sunil Patel, D.O., Inc. Defined Benefit Pension PlanSunil Patel, D.O., Inc. Defi…$3MAugustine Financial, LLC Cash Balance Pension PlanAugustine Financial, LLC Cas…$3MTtx Company Cash Balance Pension PlanTtx Company Cash Balance Pen…$3MAdvanced Pediatrics Gastroenterology Defined Benefit PlanAdvanced Pediatrics Gastroen…$3MFolger Shakespeare Library Staff Retirement PlanFolger Shakespeare Library S…$3M
End-of-year total assets ($M) among Sunil Patel, D.O., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Sunil Patel, D.O., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sunil Patel, D.O., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.82720687475323% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.88M $3.97M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 7 $3M
2024 1 8 $4M

Sunil Patel, D.O., Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$141K
Employer EIN453139093
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Sunil Patel, D.O., Inc. 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 ($B) Participants Sunil Patel, D.O., Inc. Defined Benefit Pension Plan, Total assets ($B): 0.002882198 · Participants: 7Sunil Patel, D.O., Inc. 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
Sunil Patel, D.O., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sunil Patel, D.O., Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Sunil Patel, D.O., Inc. 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 Augustine Financial, LLC Cash Balance Pension Plan in WI ($3M); by covered participants it is Chicago Medical Society Pension Plan in IL (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Sunil Patel, D.O., Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Sunil Patel, D.O., Inc. Defined Benefit Pension Plan grew at a solid clip - up 5.2% during 2022, from $3M to $3M. Reported net income was $141K.
How have Sunil Patel, D.O., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunil Patel, D.O., Inc.'s sponsor-wide assets grew 37.8%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Sunil Patel, D.O., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Augustine Financial, LLC Cash Balance Pension Plan in WI ($3M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sunil Patel, D.O., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chicago Medical Society Pension Plan in IL (7 participants, $2M 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 453139093.

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.