Kaufman & Cerceo Defined Benefit Pension Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Jeanie Frances Kaufman, Dds and Chris Allen Cerceo, Dds, Inc. · California · Healthcare & Social Assistance
What the 2023 filing shows
Kaufman & Cerceo Defined Benefit Pension Plan holds N/A for 2 participants.
- N/A
- total plan assets (2022 EOY)
- 2
- covered participants
What the Filing Says About Kaufman & Cerceo Defined Benefit Pension Plan
Kaufman & Cerceo Defined Benefit Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Jeanie Frances Kaufman, Dds and Chris Allen Cerceo, Dds, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 2 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 953644783, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 953644783 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jeanie Frances Kaufman, Dds and Chris Allen Cerceo, Dds, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | N/A |
| 2023 | 1 | 3 | N/A |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Related Data
Guides
Frequently Asked Questions
How much money is in the Kaufman & Cerceo Defined Benefit Pension Plan? ▼
What type of plan is Kaufman & Cerceo Defined Benefit Pension Plan? ▼
Who sponsors the Kaufman & Cerceo Defined Benefit Pension Plan? ▼
How did Kaufman & Cerceo Defined Benefit Pension Plan perform in 2022? ▼
Where can I find official filings for Kaufman & Cerceo Defined Benefit Pension Plan? ▼
How does Kaufman & Cerceo Defined Benefit Pension Plan compare to other plans? ▼
Explore PlainRetire
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 953644783.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.