Defined Benefit (Pension) · DOL Form 5500 · 2022

James R. Ziegenbein M.D.,Inc. Pension Plan

Data updated 2026-08-11

$1M
Total assets
2
Participants
27th
Percentile by assets
$615,023
Avg per participant
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Official DOL plan name: James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan · Sponsored by James R. Ziegenbein M.D.,Inc. · California · Healthcare & Social Assistance

$1M in assets, 2 participants

James R. Ziegenbein M.D.,Inc.'s James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • 27th percentile by assets (of 139,126 plans)
  • #5,072 in Healthcare & Social Assistance (20,060 peers)

James R. Ziegenbein M.D.,Inc. multi-year trail

James R. Ziegenbein M.D.,Inc.'s plans moved +24.3% in assets from 2022 to 2024; this filing shows James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan at $1M / 2 participants.

$1M
total plan assets (2022 EOY)
2
covered participants
27th
percentile by assets (of 139,126 plans)
$615,023
avg assets per participant

The plan reported a net loss of $286K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan sits by total assets

James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,230,045 27th percentile higher than 27% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Healthcare & Social Assistance

James R. Ziegenbein M.D.,Inc. across 3 plan years on file

Across the 3 plan years James R. Ziegenbein M.D.,Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $2M, a gain of 24.3%, while reported participants moved from 2 to 1 (-50.0%). Peak year by sponsor assets: 2024 ($2M); trough: 2022 ($1M).

James R. Ziegenbein M.D.,Inc. multi-year asset trail

$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.23M $1.53M ▲ +24.4%
Total plan assets by year, all James R. Ziegenbein M.D.,Inc. plans on file
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 1 $2M

James R. Ziegenbein M.D.,Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$286K
Employer EIN752992815
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants James R. Ziegenbein …, Total assets ($B): 0.001230045 · Participants: 2James R. Ziegenbein …Kaiser Permanente Re…, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pens…Wells Fargo & Compan…, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Compan…
James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare James R. Ziegenbein M.D.,Inc. Defined Be… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan by total assets, not by location.

Frequently Asked Questions

How did James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan assets move in 2022? ▼
James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan declined sharply - down 18.9% during 2022, from $2M to $1M. Reported net income was -$286K.
How have James R. Ziegenbein M.D.,Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James R. Ziegenbein M.D.,Inc.'s sponsor-wide assets grew 24.3%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ironworkers Local No. 6 Pension Plan in NY ($1M, N/A participants).

Next read for James R. Ziegenbein M.D.,Inc. Defined Be…

Multi-year trail

Ways to act on James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan's numbers.

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 752992815.

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.