Defined Benefit (Pension) · DOL Form 5500 · 2022

Bertha Cabrera, M.D., S.C. Pension Plan

Data updated 2026-08-25

$797K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$398,527
Avg per participant High balance/head
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Official DOL plan name: Bertha Cabrera, M.D., S.C. Retirement Plan and Trust · Sponsored by Bertha Cabrera, M.D., S.C. · Illinois · Healthcare & Social Assistance

$797K in assets, 2 participants

Bertha Cabrera, M.D., S.C.'s Bertha Cabrera, M.D., S.C. Retirement Plan and Trust reported $797K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,861 in Healthcare & Social Assistance (20,060 peers)

Bertha Cabrera, M.D., S.C. multi-year trail

Bertha Cabrera, M.D., S.C.'s plans moved +21.5% in assets from 2022 to 2024; this filing shows Bertha Cabrera, M.D., S.C. Retirement Plan and Trust at $797K / 2 participants.

#3,861
in Healthcare & Social Assistance (20,060 peers)
-13.4%
assets change YoY

The plan reported a net loss of $123K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust among the smaller filed plans by assets

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust vs every filed plan by assets

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

$797,053 23rd percentile higher than 23% 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

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bertha Cabrera, M.D., S.C. Retirement Plan and Trust is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 364431635 · Bertha Cabrera, M.D., S.C. PY 2022 · Defined Benefit (Pension)

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust · $797K · 2 · 23rd

  • EBSA $797K
  • PART 2
  • TYPE 23rd
  • NET Defined Benefit (Pension)
  • BOOK near Yuma Area Housing Opportunity Inc Retirement Plan
  • VS-ST ind #3861

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 Illinois →

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust in the asset neighbourhood

Bertha Cabrera, M.D., S.C. Retirement Plan and TrustBertha Cabrera, M.D., S.C. R…$797KYuma Area Housing Opportunity Inc Retirement PlanYuma Area Housing Opportunit…$800KRetirement Plan of Local 1102 Retirement FundRetirement Plan of Local 110…$801KRosenberg, Cooley, Metcalf, L.C. Cash Balance PlanRosenberg, Cooley, Metcalf, …$793KFuture Industrial Technologies, Inc. Defined Benefit Pension PlanFuture Industrial Technologi…$792K
End-of-year total assets ($M) among Bertha Cabrera, M.D., S.C. Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Bertha Cabrera, M.D., S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Bertha Cabrera, M.D., S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$969K 21.51989892767482% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M 202220232024 $0.8M $0.97M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 2 $797K
2023 1 2 $906K
2024 1 2 $969K

Bertha Cabrera, M.D., S.C. filing trail (2022)

Total Assets (Beginning of Year)$920K
Net Assets (End of Year)$797K
Net Income-$123K
Employer EIN364431635
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

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

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Bertha Cabrera, M.D., S.C. Retirement Plan and Trust, Total assets ($B): 0.000797053 · Participants: 2Bertha Cabrera, M.D., S.C. Retirement Plan and TrustCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Bertha Cabrera, M.D., S.C. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Bertha Cabrera, M.D., S.C. Retirement Plan and Trust side-by-side with 3 peers →

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

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Yuma Area Housing Opportunity Inc Retirement Plan in AZ ($800K); 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 Bertha Cabrera, M.D., S.C. Retirement Plan and Trust assets move in 2022? ▼
Bertha Cabrera, M.D., S.C. Retirement Plan and Trust pulled back noticeably - down 13.4% during 2022, from $920K to $797K. Reported net income was -$123K.
How have Bertha Cabrera, M.D., S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bertha Cabrera, M.D., S.C.'s sponsor-wide assets grew 21.5%, from $797K to $969K.
Where does Bertha Cabrera, M.D., S.C. Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Bertha Cabrera, M.D., S.C. Retirement Plan and Trust ranks in the 23rd 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 Bertha Cabrera, M.D., S.C. Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Yuma Area Housing Opportunity Inc Retirement Plan in AZ ($800K, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bertha Cabrera, M.D., S.C. Retirement Plan and Trust? ▼
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 364431635.

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.