Defined Benefit (Pension) · DOL Form 5500 · 2022

Michael W. Moats, M.D., Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
32nd
Percentile by assets National rank
$362,488
Avg per participant High balance/head
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Official DOL plan name: Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan · Sponsored by Michael W. Moats, M.D., Inc. · California · Healthcare & Social Assistance

$2M in assets, 5 participants

Michael W. Moats, M.D., Inc.'s Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,554 in Healthcare & Social Assistance (20,060 peers)

Michael W. Moats, M.D., Inc. multi-year trail

Michael W. Moats, M.D., Inc.'s plans moved +23.3% in assets from 2022 to 2024; this filing shows Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan at $2M / 5 participants.

#6,554
in Healthcare & Social Assistance (20,060 peers)
-2.5%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,812,439 32nd percentile higher than 32% 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

Michael W. Moats, M.D., Inc. 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. Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 205259275 · Michael W. Moats, M.D., Inc. PY 2022 · Defined Benefit (Pension)

Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan · $2M · 5 · 32nd

  • TYPE $2M
  • TYPE 5
  • TYPE 32nd
  • TYPE Defined Benefit (Pension)
  • TYPE near Lakeland Financial Corporation Employees' Pension Plan
  • TYPE ind #6554

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 →

Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan in the asset neighbourhood

Lakeland Financial Corporation Employees' Pension PlanLakeland Financial Corporati…$2MNiagara Plastics Company Employees Pension PlanNiagara Plastics Company Emp…$2MBruce Bierman Design, Inc. Cash Balance PlanBruce Bierman Design, Inc. C…$2MMichael W. Moats, M.D., Inc. Defined Benefit Pension PlanMichael W. Moats, M.D., Inc.…$2MThe Society of Naval Architects and Marine Engineers Pension Plan for EmployeesThe Society of Naval Archite…$2M
End-of-year total assets ($M) among Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Michael W. Moats, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Michael W. Moats, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.33700610061911% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.81M $2.24M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 5 $2M

Michael W. Moats, M.D., Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$47K
Employer EIN205259275
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Michael W. Moats, 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 ($B) Participants Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001812439 · Participants: 5Michael W. Moats, M.D., Inc. Defined Benefit Pension 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
Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Michael W. Moats, M.D., Inc. 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 Lakeland Financial Corporation Employees' Pension Plan in IN ($2M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan edged down modestly - down 2.5% during 2022, from $2M to $2M. Reported net income was -$47K.
How have Michael W. Moats, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael W. Moats, M.D., Inc.'s sponsor-wide assets grew 23.3%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lakeland Financial Corporation Employees' Pension Plan in IN ($2M, 66 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 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 205259275.

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.