Defined Benefit (Pension) · DOL Form 5500 · 2022

Jalpan Shah Dds Mds, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
37th
Percentile by assets National rank
$178,017
Avg per participant Above avg balance/head
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Official DOL plan name: Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan · Sponsored by Jalpan Shah Dds Mds, Inc. · California · Healthcare & Social Assistance

$2M in assets, 14 participants

Jalpan Shah Dds Mds, Inc.'s Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan reported $2M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,933 in Healthcare & Social Assistance (20,060 peers)

Jalpan Shah Dds Mds, Inc. multi-year trail

Jalpan Shah Dds Mds, Inc.'s plans moved +33.3% in assets from 2022 to 2024; this filing shows Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan at $2M / 14 participants.

#7,933
in Healthcare & Social Assistance (20,060 peers)
+3.5%
assets growth YoY

Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$2,492,242 37th percentile higher than 37% 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

Jalpan Shah Dds Mds, Inc. Defined Benefit 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. Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan is a small filing (14 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 261659147 · Jalpan Shah Dds Mds, Inc. PY 2022 · Defined Benefit (Pension)

Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan · $2M · 14 · 37th

  • SCH $2M
  • SCH 14
  • SCH 37th
  • SCH Defined Benefit (Pension)
  • SCH near Performance Capital, LLC Cash Balance Plan
  • SCH ind #7933

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 →

Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Performance Capital, LLC Cash Balance PlanPerformance Capital, LLC Cas…$2MSt. Louis Graphic Arts Pension FundSt. Louis Graphic Arts Pensi…$2MSpecification Rubber Products Inc. Salaried Integrated Defined Benefit PlanSpecification Rubber Product…$2MCounty Concrete Corporation Union Pension Plan for Hourly EmployeesCounty Concrete Corporation …$2MJalpan Shah Dds Mds, Inc. Defined Benefit Pension PlanJalpan Shah Dds Mds, Inc. De…$2M
End-of-year total assets ($M) among Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Jalpan Shah Dds Mds, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jalpan Shah Dds Mds, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.28946386426359% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 20222024 $2.49M $3.32M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 14 $2M
2024 1 11 $3M

Jalpan Shah Dds Mds, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$85K
Employer EIN261659147
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Jalpan Shah Dds Mds, 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 ($B) Participants Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.002492242 · Participants: 14Jalpan Shah Dds Mds, 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
Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Jalpan Shah Dds Mds, 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 Performance Capital, LLC Cash Balance Plan in AZ ($2M); by covered participants it is Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees in FL (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan edged up modestly - up 3.5% during 2022, from $2M to $2M. Reported net income was $85K.
How have Jalpan Shah Dds Mds, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Jalpan Shah Dds Mds, Inc.'s sponsor-wide assets grew 33.3%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Performance Capital, LLC Cash Balance Plan in AZ ($2M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees in FL (14 participants, $39M 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 261659147.

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.