Defined Benefit (Pension) · DOL Form 5500 · 2022

Rajeev S. Kathuria, M.D., P.C. Pension Plan

Data updated 2026-08-11

$406K
Total assets
2
Participants
16th
Percentile by assets
$203,139
Avg per participant
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Official DOL plan name: Rajeev S. Kathuria, M.D., P.C. Retirement Plan · Sponsored by Rajeev S. Kathuria, M.D., P.C. · Arizona · Healthcare & Social Assistance

$406K in assets, 2 participants

Rajeev S. Kathuria, M.D., P.C.'s Rajeev S. Kathuria, M.D., P.C. Retirement Plan reported $406K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • 16th percentile by assets (of 139,126 plans)
  • #2,488 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Rajeev S. Kathuria, M.D., P.C. Retirement Plan contracted severely 82.9% in 2022 ($2M → $406K) for 2 participants.

$406K
total plan assets (2022 EOY)
2
covered participants
16th
percentile by assets (of 139,126 plans)
$203,139
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

2022 asset move for Rajeev S. Kathuria, M.D., P.C. Retirement Plan

Year over year, total assets contracted severely from $2M at the start of 2022 to $406K at year-end (down 82.9%). Net assets closed at $406K; reported net income -$2M.

Rajeev S. Kathuria, M.D., P.C. years around the 2022 move

$-0.2M$0M$0.2M$0.4M$0.6M 20222023 $0.41M $0M ▼ -100.0%
Total plan assets by year, all Rajeev S. Kathuria, M.D., P.C. plans on file
Year Plans Participants Total Assets
2022 1 2 $406K
2023 1 1 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$406K
Net Income-$2M
Employer EIN201407348
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

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

Rajeev S. Kathuria, M.D., P.C. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants

Rajeev S. Kathuria, M.D., P.C. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Rajeev S. Kathuria, …Pinnacle West Capita…Salt River Project E…Freeport Minerals Co…Desert States Employ…Avnet Pension Plan
Rajeev S. Kathuria, M.D., P.C. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Rajeev S. Kathuria, M.D., P.C. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Rajeev S. Kathuria, M.D., P.C. Retirement Plan assets move in 2022?
Rajeev S. Kathuria, M.D., P.C. Retirement Plan contracted severely - down 82.9% during 2022, from $2M to $406K. Reported net income was -$2M.
Where does Rajeev S. Kathuria, M.D., P.C. Retirement Plan rank by assets among Form 5500 filers?
Rajeev S. Kathuria, M.D., P.C. Retirement Plan ranks in the 16th 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 Rajeev S. Kathuria, M.D., P.C. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan in CA ($408K, 3 participants).

Next read for Rajeev S. Kathuria, M.D., P.C. Retiremen…

2022 change

Ways to act on Rajeev S. Kathuria, M.D., P.C. Retirement Plan's numbers.

  • By total assets, Rajeev S. Kathuria, M.D., P.C. Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Arizona. Compare plans