Defined Benefit (Pension) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$406K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$203,139
Avg per participant Above avg balance/head
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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.

  • #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.

#2,488
in Healthcare & Social Assistance (20,060 peers)
-82.9%
assets change YoY

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.

Rajeev S. Kathuria, M.D., P.C. Retirement Plan among the smaller filed plans by assets

Rajeev S. Kathuria, M.D., P.C. Retirement Plan vs every filed plan by assets

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

$406,278 16th percentile higher than 16% 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

Rajeev S. Kathuria, M.D., P.C. Retirement 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. Rajeev S. Kathuria, M.D., P.C. Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 201407348 · Rajeev S. Kathuria, M.D., P.C. PY 2022 · Defined Benefit (Pension)

Rajeev S. Kathuria, M.D., P.C. Retirement Plan · $406K · 2 · 16th

  • BOOK $406K
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  • BOOK 16th
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  • BOOK near Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan
  • BOOK ind #2488

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 Arizona →

Rajeev S. Kathuria, M.D., P.C. Retirement Plan in the asset neighbourhood

Rajeev S. Kathuria, M.D., P.C. Retirement PlanRajeev S. Kathuria, M.D., P.…$406KMark Polan, a Professional Law Corporation Defined Benefit Pension PlanMark Polan, a Professional L…$408KGreater Cleveland Moving Picture Projector Operators Pension PlanGreater Cleveland Moving Pic…$404KBryan Tunney Retirement Plan and TrustBryan Tunney Retirement Plan…$404KBokser Dental Cash Balance PlanBokser Dental Cash Balance P…$403K
End-of-year total assets ($M) among Rajeev S. Kathuria, M.D., P.C. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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

Sponsor-wide plan assets over time

All Rajeev S. Kathuria, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M 20222023 $0.41M $0M ▼ -100.0%
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 Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Rajeev S. Kathuria, M.D., P.C. Retirement Plan, Total assets ($B): 0.000406278 · Participants: 2Rajeev S. Kathuria, M.D., P.C. Retirement PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension Plan
Rajeev S. Kathuria, M.D., P.C. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Rajeev S. Kathuria, M.D., P.C. Retirement Plan side-by-side with 3 peers →

Rajeev S. Kathuria, M.D., P.C. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Mark Polan, a Professional Law Corporation Defined Benefit Pension Plan in CA ($408K); 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rajeev S. Kathuria, M.D., P.C. Retirement Plan? ▼
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).

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 201407348.

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.