Defined Benefit (Pension) · DOL Form 5500 · 2022

Jon P. Kelly Md, a Medical Corporation Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$533,807
Avg per participant High balance/head
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Official DOL plan name: Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan · Sponsored by Jon P. Kelly Md, a Medical Corporation · California · Healthcare & Social Assistance

$2M in assets, 4 participants

Jon P. Kelly Md, a Medical Corporation's Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,286 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan holds $2M for 4 participants - about $533,807 per participant, in the lower half of filed plans by assets.

#7,286
in Healthcare & Social Assistance (20,060 peers)
-6.0%
assets change YoY

The plan reported a net loss of $137K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan vs every filed plan by assets

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

$2,135,228 35th percentile higher than 35% 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

Jon P. Kelly Md, a Medical Corporation 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. Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 330770250 · Jon P. Kelly Md, a Medical Corporation PY 2022 · Defined Benefit (Pension)

Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan · $2M · 4 · 35th

  • EIN $2M
  • EIN 4
  • EIN 35th
  • EIN Defined Benefit (Pension)
  • EIN near Intermed Ltd. Defined Benefit Plan and Trust
  • EIN ind #7286

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 →

Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan in the asset neighbourhood

Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension PlanJon P. Kelly Md, a Medical C…$2MIntermed Ltd. Defined Benefit Plan and TrustIntermed Ltd. Defined Benefi…$2MVirendra Kumar Agarwal, Md, PA Defined Benefit Pension PlanVirendra Kumar Agarwal, Md, …$2MJenny V. Wang, D.D.S., II, L.L.C. Defined Benefit PlanJenny V. Wang, D.D.S., II, L…$2MKieran Equities Pension Plan$2M
End-of-year total assets ($M) among Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$137K
Employer EIN330770250
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jon P. Kelly Md, a Medical Corporation)

Sponsor-wide plan assets over time

All Jon P. Kelly Md, a Medical Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.392499536349279% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M 202220232024 $2.14M $2.31M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Nearby Defined Benefit (Pension) Plans in California

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

Jon P. Kelly Md, a Medical Corporation 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 ($B) Participants Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan, Total assets ($B): 0.002135228 · Participants: 4Jon P. Kelly Md, a Medical Corporation 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
Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan side-by-side with 3 peers →

Jon P. Kelly Md, a Medical Corporation 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 Intermed Ltd. Defined Benefit Plan and Trust in IL ($2M); by covered participants it is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants). Same-state nearby plans are listed separately above.

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 Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan assets move in 2022? ▼
Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan pulled back noticeably - down 6.0% during 2022, from $2M to $2M. Reported net income was -$137K.
How have Jon P. Kelly Md, a Medical Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jon P. Kelly Md, a Medical Corporation's sponsor-wide assets grew 8.4%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Intermed Ltd. Defined Benefit Plan and Trust in IL ($2M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants, $7M 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 330770250.

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.