Defined Benefit (Pension) · DOL Form 5500 · 2022
Philip E. Werthman, M.D., Amc Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Philip E. Werthman, M.D., a Medical Corporation Defined Benefit Pension Plan · Sponsored by Philip E. Werthman, M.D., Amc · California · Healthcare & Social Assistance
$1M in assets, 1 participants
Philip E. Werthman, M.D., Amc's Philip E. Werthman, M.D., a Medical Corporation Defined Benefit Pension Plan reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #5,600 in Healthcare & Social Assistance (20,060 peers)
Philip E. Werthman, M.D., Amc multi-year trail
Philip E. Werthman, M.D., Amc's plans moved +19.3% in assets from 2022 to 2024; this filing shows Philip E. Werthman, M.D., a Medical Corporation Defined Benefit Pension Plan at $1M / 1 participant.
- #5,600
- in Healthcare & Social Assistance (20,060 peers)
- -18.4%
- assets change YoY
The plan reported a net loss of $320K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Philip E. Werthman, M.D., a Medical Corporation Defined Benefit Pension Plan among the smaller filed plans by assets
Philip E. Werthman, M.D., a Medical Corporation Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,423,195 29th percentile higher than 29% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Philip E. Werthman, M.D., a Medical Corporation 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. Philip E. Werthman, M.D., a Medical Corporation Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 954641816 · Philip E. Werthman, M.D., Amc PY 2022 · Defined Benefit (Pension)
Philip E. Werthman, M.D., a Medical Corporation Defined Benefit Pension Plan · $1M · 1 · 29th
- ASSETS $1M
- ASSETS 1
- ASSETS 29th
- ASSETS Defined Benefit (Pension)
- ASSETS near Heat Trace Products LLC Cash Balance Plan
- ASSETS ind #5600
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 →
Philip E. Werthman, M.D., a Medical Corporation Defined Benefit Pension Plan in the asset neighbourhood
Philip E. Werthman, M.D., Amc multi-year asset trail
Sponsor-wide plan assets over time
All Philip E. Werthman, M.D., Amc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 19.347875730311024% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 2 | $2M |
Philip E. Werthman, M.D., Amc filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$320K |
| Employer EIN | 954641816 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
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 $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Philip E. Werthman, M.D., a Medical Corporation 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 Heat Trace Products LLC Cash Balance Plan in MA ($1M); by covered participants it is Teamsters Union Local 970 Pension Plan for Smith Foundry Company in MN (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.