Defined Benefit (Pension) · DOL Form 5500 · 2022
Cary D. Alberstone, M.D., a Professional Corporation Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $660,973
- Avg per participant High balance/head
Official DOL plan name: Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan · Sponsored by Cary D. Alberstone, M.D., a Professional Corporation · California · Healthcare & Social Assistance
$2M in assets, 3 participants
Cary D. Alberstone, M.D., a Professional Corporation's Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #6,942 in Healthcare & Social Assistance (20,060 peers)
Cary D. Alberstone, M.D., a Professional Corporation multi-year trail
Cary D. Alberstone, M.D., a Professional Corporation's plans moved +162.5% in assets from 2022 to 2024; this filing shows Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan at $2M / 3 participants.
- #6,942
- in Healthcare & Social Assistance (20,060 peers)
- -13.0%
- assets change YoY
The plan reported a net loss of $296K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,982,919 34th percentile higher than 34% 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
Cary D. Alberstone, M.D., Apc 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. Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 770577646 · Cary D. Alberstone, M.D., a Professional Corporation PY 2022 · Defined Benefit (Pension)
Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan · $2M · 3 · 34th
- NET $2M
- NET 3
- NET 34th
- NET Defined Benefit (Pension)
- NET near Cynamon Brothers Pension Plan
- NET ind #6942
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 →
Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan in the asset neighbourhood
Cary D. Alberstone, M.D., a Professional Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Cary D. Alberstone, M.D., a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 162.52176715236476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 2 | 8 | $5M |
Cary D. Alberstone, M.D., a Professional Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$296K |
| Employer EIN | 770577646 |
| Plan Effective Date | 2012-01-01 |
| 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
Cary D. Alberstone, M.D., Apc 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 Cynamon Brothers Pension Plan in FL ($2M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.