Defined Benefit (Pension) · DOL Form 5500 · 2022

Robert Giombetti, M.D. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$550,250
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Robert Giombetti, M.D. Retirement Trust · Sponsored by Robert Giombetti, M.D. · California · Healthcare & Social Assistance

$1M in assets, 2 participants

Robert Giombetti, M.D.'s Robert Giombetti, M.D. Retirement Trust reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,728 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Robert Giombetti, M.D. Retirement Trust surged 61.2% in 2022 ($683K → $1M) for 2 participants.

#4,728
in Healthcare & Social Assistance (20,060 peers)
+61.2%
assets growth YoY

Robert Giombetti, M.D. Retirement Trust among the smaller filed plans by assets

Robert Giombetti, M.D. Retirement Trust vs every filed plan by assets

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

$1,100,500 26th percentile higher than 26% 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

Robert Giombetti, M.D. Retirement Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Giombetti, M.D. Retirement Trust is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 954301313 · Robert Giombetti, M.D. PY 2022 · Defined Benefit (Pension)

Robert Giombetti, M.D. Retirement Trust · $1M · 2 · 26th

  • PHOTO $1M
  • PHOTO 2
  • PHOTO 26th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Therapeutic Radiation Oncology, P.C. Cash Balance Plan
  • PHOTO ind #4728

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 →

Robert Giombetti, M.D. Retirement Trust in the asset neighbourhood

Ege, LLC$1MRobert Giombetti, M.D. Retirement TrustRobert Giombetti, M.D. Retir…$1MTherapeutic Radiation Oncology, P.C. Cash Balance PlanTherapeutic Radiation Oncolo…$1MClover Llll Investment Company, LLC Defined Benefit Pension PlanClover Llll Investment Compa…$1MSchmutz & Schmutz, P.a. Pension PlanSchmutz & Schmutz, P.a. Pens…$1M
End-of-year total assets ($M) among Robert Giombetti, M.D. Retirement Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$683K
Net Assets (End of Year)$1M
Net Income$418K
Employer EIN954301313
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Robert Giombetti, M.D. Retirement Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Robert Giombetti, M.D. Retirement Trust, Total assets ($B): 0.0011005 · Participants: 2Robert Giombetti, M.D. Retirement TrustKaiser 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
Robert Giombetti, M.D. Retirement Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Robert Giombetti, M.D. Retirement Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Therapeutic Radiation Oncology, P.C. Cash Balance Plan in GA ($1M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Robert Giombetti, M.D. Retirement Trust assets move in 2022?
Robert Giombetti, M.D. Retirement Trust surged - up 61.2% during 2022, from $683K to $1M. Reported net income was $418K.
Which Defined Benefit (Pension) plans are similar in size to Robert Giombetti, M.D. Retirement Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Therapeutic Radiation Oncology, P.C. Cash Balance Plan in GA ($1M, 11 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Robert Giombetti, M.D. Retirement Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants, N/A in assets).