Defined Benefit (Pension) · DOL Form 5500 · 2022

The Ozurovich Group Apc Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
39th
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
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Official DOL plan name: The Ozurovich Group Apc Defined Benefit Pension Plan · Sponsored by The Ozurovich Group Apc · California · Professional & Technical Services

$3M in assets, 1 participants

The Ozurovich Group Apc's The Ozurovich Group Apc Defined Benefit Pension Plan reported $3M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,811 in Professional & Technical Services (21,562 peers)

The Ozurovich Group Apc multi-year trail

The Ozurovich Group Apc's plans moved +10.7% in assets from 2022 to 2023; this filing shows The Ozurovich Group Apc Defined Benefit Pension Plan at $3M / 1 participant.

#7,811
in Professional & Technical Services (21,562 peers)
+1.8%
assets growth YoY

The Ozurovich Group Apc Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Ozurovich Group Apc Defined Benefit Pension Plan vs every filed plan by assets

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

$2,793,343 39th percentile higher than 39% 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

The Ozurovich Group 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. The Ozurovich Group Apc Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 954502766 · The Ozurovich Group Apc PY 2022 · Defined Benefit (Pension)

The Ozurovich Group Apc Defined Benefit Pension Plan · $3M · 1 · 39th

  • PHOTO $3M
  • IND 1
  • EOY 39th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Allgate Financial, LLC Cash Balance Pension Plan & Trust
  • PCT ind #7811

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 Professional & Technical Services retirement plans → · Plans in California →

The Ozurovich Group Apc Defined Benefit Pension Plan in the asset neighbourhood

Lava Lava, LLC Defined Benefit Plan & TrustLava Lava, LLC Defined Benef…$3MSfmb Management, LLC Cash Balance Pension PlanSfmb Management, LLC Cash Ba…$3MThe Ozurovich Group Apc Defined Benefit Pension PlanThe Ozurovich Group Apc Defi…$3MAllgate Financial, LLC Cash Balance Pension Plan & TrustAllgate Financial, LLC Cash …$3MProgressive Packaging Corporation Cash Balance PlanProgressive Packaging Corpor…$3M
End-of-year total assets ($M) among The Ozurovich Group Apc Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

The Ozurovich Group Apc multi-year asset trail

Sponsor-wide plan assets over time

All The Ozurovich Group Apc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.740714620438665% vs 2022
2023 filing year
$2.7M$2.8M$2.9M$3M$3.1M$3.2M 20222023 $2.79M $3.09M ▲ +10.8%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M

The Ozurovich Group Apc filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$50K
Employer EIN954502766
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

The Ozurovich Group Apc 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 ($B) Participants The Ozurovich Group Apc Defined Benefit Pension Plan, Total assets ($B): 0.002793343 · Participants: 1The Ozurovich Group Apc 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
The Ozurovich Group Apc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare The Ozurovich Group Apc Defined Benefit Pension Plan side-by-side with 3 peers →

The Ozurovich Group 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 Allgate Financial, LLC Cash Balance Pension Plan & Trust in IL ($3M); by covered participants it is Teamsters Union Local 970 Pension Plan for Smith Foundry Company in MN (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 The Ozurovich Group Apc Defined Benefit Pension Plan assets move in 2022? ▼
The Ozurovich Group Apc Defined Benefit Pension Plan edged up modestly - up 1.8% during 2022, from $3M to $3M. Reported net income was $50K.
How have The Ozurovich Group Apc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Ozurovich Group Apc's sponsor-wide assets grew 10.7%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to The Ozurovich Group Apc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Allgate Financial, LLC Cash Balance Pension Plan & Trust in IL ($3M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Ozurovich Group Apc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union Local 970 Pension Plan for Smith Foundry Company in MN (1 participant, 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 954502766.

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.