Defined Benefit (Pension) · DOL Form 5500 · 2022

Westchester Medical Group, P.C. D/B/a Westmed Medical Group Pension Plan

Data updated 2026-08-25

$3K
Total assets Small plan by assets
103
Participants Small participant base
1st
Percentile by assets National rank
$29
Avg per participant Low balance/head
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Official DOL plan name: Westmed Medical Group Cash Balance Pension Plan · Sponsored by Westchester Medical Group, P.C. D/B/a Westmed Medical Group · New York · Healthcare & Social Assistance

$3K in assets, 103 participants

Westchester Medical Group, P.C. D/B/a Westmed Medical Group's Westmed Medical Group Cash Balance Pension Plan reported $3K in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.

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

Coverage in New York

Westmed Medical Group Cash Balance Pension Plan covers 103 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $3K.

#93
in Healthcare & Social Assistance (20,060 peers)
-100.0%
assets change YoY

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westmed Medical Group Cash Balance Pension Plan among the smaller filed plans by assets

Westmed Medical Group Cash Balance Pension Plan vs every filed plan by assets

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

$3,030 1st percentile higher than 1% 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

Westmed Medical Group Cash Balance Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westmed Medical Group Cash Balance Pension Plan sits mid-pack in the medium band (103 participants).

Published 5500 schedule card

Filing strip 133884168 · Westchester Medical Group, P.C. D/B/a Westmed Medical Group PY 2022 · Defined Benefit (Pension)

Westmed Medical Group Cash Balance Pension Plan · $3K · 103 · 1st

  • EBSA $3K
  • EBSA 103
  • EBSA 1st
  • EBSA Defined Benefit (Pension)
  • EBSA near Advanced Polymer, Inc. Cash Balance Plan
  • EBSA ind #93

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 →

Westmed Medical Group Cash Balance Pension Plan in the asset neighbourhood

Westmed Medical Group Cash Balance Pension PlanWestmed Medical Group Cash B…$3KAdvanced Polymer, Inc. Cash Balance PlanAdvanced Polymer, Inc. Cash …$4KLuggage Workers Union of Phil. & Vic. Local 61 Retirement PlanLuggage Workers Union of Phi…$4KLocal 20408 Pension Fund$5KCardiovascular Medicine, PLLC Cash Balance PlanCardiovascular Medicine, PLL…$1K
End-of-year total assets ($M) among Westmed Medical Group Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$3K
Net Income-$20M
Employer EIN133884168
Plan Effective Date2019-01-01
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.

Westmed Medical Group Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Westmed Medical Group Cash Balance Pension Plan, Total assets ($B): 0.00000303 · Participants: 103Westmed Medical Group Cash Balance Pension 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
Westmed Medical Group Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Westmed Medical Group Cash Balance Pension Plan side-by-side with 3 peers →

Westmed Medical Group Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Advanced Polymer, Inc. Cash Balance Plan in NJ ($4K); by covered participants it is Middlesex Water Company Pension Plan in NJ (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Westmed Medical Group Cash Balance Pension Plan assets move in 2022? ▼
Westmed Medical Group Cash Balance Pension Plan contracted severely - down 100.0% during 2022, from $20M to $3K. Reported net income was -$20M.
Where does Westmed Medical Group Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Westmed Medical Group Cash Balance Pension Plan ranks in the 1st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Westmed Medical Group Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Advanced Polymer, Inc. Cash Balance Plan in NJ ($4K, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Westmed Medical Group Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Middlesex Water Company Pension Plan in NJ (103 participants, $85M 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 133884168.

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.