Defined Benefit (Pension) · DOL Form 5500 · 2022

Bass Medical Group, Inc. Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
191
Participants Below avg headcount
83rd
Percentile by assets National rank
$158,818
Avg per participant Above avg balance/head
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Official DOL plan name: Bass Cash Balance Plan · Sponsored by Bass Medical Group, Inc. · California · Healthcare & Social Assistance

$30M in assets, 191 participants

Bass Medical Group, Inc.'s Bass Cash Balance Plan reported $30M in total assets and 191 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,176 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Bass Cash Balance Plan covers 191 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $30M.

#17,176
in Healthcare & Social Assistance (20,060 peers)
-4.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bass Cash Balance Plan's outsized position by total assets

Bass Cash Balance Plan vs every filed plan by assets

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

$30,334,257 Top 17% higher than 83% 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

Bass Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bass Cash Balance Plan sits mid-pack in the medium band (191 participants).

EBSA filing schedule strip

Filing strip 562605608 · Bass Medical Group, Inc. PY 2022 · Defined Benefit (Pension)

Bass Cash Balance Plan · $30M · 191 · 83rd

  • BOY $30M
  • BOY 191
  • BOY 83rd
  • BOY Defined Benefit (Pension)
  • BOY near Capital Educators Federal Credit Union Defined Benefit Plan and Trust
  • BOY ind #17176

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 →

Bass Cash Balance Plan in the asset neighbourhood

Retirement Plan for Employees of a. Duda & Sons, Inc.Retirement Plan for Employee…$30MBass Cash Balance Plan$30MCapital Educators Federal Credit Union Defined Benefit Plan and TrustCapital Educators Federal Cr…$30MCorbin Russwin, Inc. Pension Plan for Hourly EmployeesCorbin Russwin, Inc. Pension…$30MThe University of Pennsylvania Penn Police Association Defined Benefit Retirement PlanThe University of Pennsylvan…$30M
End-of-year total assets ($M) among Bass Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$30M
Net Income-$1M
Employer EIN562605608
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bass Medical Group, Inc.)

Sponsor-wide plan assets over time

All Bass Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$233M 56.518750457977674% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $149M $233M ▲ +56.5%
Year Plans Participants Total Assets
2022 3 1,410 $149M
2023 3 1,467 $198M
2024 3 1,569 $233M

Nearby Defined Benefit (Pension) Plans in California

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

Bass Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Bass Cash Balance Plan, Total assets ($B): 0.030334257 · Participants: 191Bass Cash Balance 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
Bass Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Bass Cash Balance Plan side-by-side with 3 peers →

Bass Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Capital Educators Federal Credit Union Defined Benefit Plan and Trust in ID ($30M); by covered participants it is National Fire Protection Association Employees' Retirement Plan in MA (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Bass Cash Balance Plan assets move in 2022? ▼
Bass Cash Balance Plan edged down modestly - down 4.0% during 2022, from $32M to $30M. Reported net income was -$1M.
How have Bass Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bass Medical Group, Inc.'s sponsor-wide assets grew 56.5%, from $149M to $233M.
Where does Bass Cash Balance Plan rank by assets among Form 5500 filers? ▼
Bass Cash Balance Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bass Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Capital Educators Federal Credit Union Defined Benefit Plan and Trust in ID ($30M, 234 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bass Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Fire Protection Association Employees' Retirement Plan in MA (191 participants, $103M 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 562605608.

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.