Defined Benefit (Pension) · DOL Form 5500 · 2022

William R. Gallivan, Jr., M.D., Inc. Pension Plan

Data updated 2026-08-25

$958K
Total assets Small plan by assets
5
Participants Small participant base
25th
Percentile by assets National rank
$191,556
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopedic Institute - Gallivan Defined Benefit Pension Plan · Sponsored by William R. Gallivan, Jr., M.D., Inc. · California · Healthcare & Social Assistance

$958K in assets, 5 participants

William R. Gallivan, Jr., M.D., Inc.'s Orthopedic Institute - Gallivan Defined Benefit Pension Plan reported $958K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,324 in Healthcare & Social Assistance (20,060 peers)

William R. Gallivan, Jr., M.D., Inc. multi-year trail

William R. Gallivan, Jr., M.D., Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows Orthopedic Institute - Gallivan Defined Benefit Pension Plan at $958K / 5 participants.

#4,324
in Healthcare & Social Assistance (20,060 peers)
+22.3%
assets growth YoY

Orthopedic Institute - Gallivan Defined Benefit Pension Plan among the smaller filed plans by assets

Orthopedic Institute - Gallivan Defined Benefit Pension Plan vs every filed plan by assets

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

$957,781 25th percentile higher than 25% 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

Orthopedic Institute - Gallivan 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. Orthopedic Institute - Gallivan Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 770451442 · William R. Gallivan, Jr., M.D., Inc. PY 2022 · Defined Benefit (Pension)

Orthopedic Institute - Gallivan Defined Benefit Pension Plan · $958K · 5 · 25th

  • BOOK $958K
  • VS-ST 5
  • BOY 25th
  • SCH Defined Benefit (Pension)
  • EBSA near Producers Retirement Plan Trust
  • PART ind #4324

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 →

Orthopedic Institute - Gallivan Defined Benefit Pension Plan in the asset neighbourhood

Orthopedic Institute - Gallivan Defined Benefit Pension PlanOrthopedic Institute - Galli…$958KProducers Retirement Plan TrustProducers Retirement Plan Tr…$957KFlexcraft Industries, Inc. Defined Benefit PlanFlexcraft Industries, Inc. D…$956KCfc Contracting Corp. Defined Benefit PlanCfc Contracting Corp. Define…$962KUfcw Local 174 Retail Pension FundUfcw Local 174 Retail Pensio…$953K
End-of-year total assets ($M) among Orthopedic Institute - Gallivan Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

William R. Gallivan, Jr., M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William R. Gallivan, Jr., M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.40354093703612% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.62M $3.55M ▲ +35.5%
Year Plans Participants Total Assets
2022 2 27 $3M
2023 2 27 $3M
2024 2 25 $4M

William R. Gallivan, Jr., M.D., Inc. filing trail (2022)

Total Assets (Beginning of Year)$783K
Net Assets (End of Year)$958K
Net Income$175K
Employer EIN770451442
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Orthopedic Institute - Gallivan 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 ($B) Participants Orthopedic Institute - Gallivan Defined Benefit Pension Plan, Total assets ($B): 0.000957781 · Participants: 5Orthopedic Institute - Gallivan 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
Orthopedic Institute - Gallivan Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Orthopedic Institute - Gallivan Defined Benefit Pension Plan side-by-side with 3 peers →

Orthopedic Institute - Gallivan 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 Producers Retirement Plan Trust in TX ($957K); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($958K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Orthopedic Institute - Gallivan Defined Benefit Pension Plan assets move in 2022? ▼
Orthopedic Institute - Gallivan Defined Benefit Pension Plan grew sharply - up 22.3% during 2022, from $783K to $958K. Reported net income was $175K.
How have William R. Gallivan, Jr., M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William R. Gallivan, Jr., M.D., Inc.'s sponsor-wide assets grew 35.4%, from $3M to $4M.
Where does Orthopedic Institute - Gallivan Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Orthopedic Institute - Gallivan Defined Benefit Pension Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Orthopedic Institute - Gallivan Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Producers Retirement Plan Trust in TX ($957K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopedic Institute - Gallivan Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 participants, N/A 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 770451442.

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.