Defined Benefit (Pension) · DOL Form 5500 · 2022
Bruce B. Mclucas, M.D., a Professional Corporation Pension Plan
Data updated 2026-08-25
- $155K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $51,507
- Avg per participant Low balance/head
Official DOL plan name: Bruce B. Mclucas, M.D. a Professional Corporation Retirement Plan · Sponsored by Bruce B. Mclucas, M.D., a Professional Corporation · California · Healthcare & Social Assistance
$155K in assets, 3 participants
Bruce B. Mclucas, M.D., a Professional Corporation's Bruce B. Mclucas, M.D. a Professional Corporation Retirement Plan reported $155K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #1,200 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Bruce B. Mclucas, M.D. a Professional Corporation Retirement Plan declined sharply 17.2% in 2022 ($187K → $155K) for 3 participants.
- #1,200
- in Healthcare & Social Assistance (20,060 peers)
- -17.2%
- assets change YoY
The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bruce B. Mclucas, M.D. a Professional Corporation Retirement Plan among the smaller filed plans by assets
Bruce B. Mclucas, M.D. a Professional Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$154,522 9th percentile higher than 9% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bruce B. Mclucas, M.D. a Professional Corporation Retirement 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. Bruce B. Mclucas, M.D. a Professional Corporation Retirement Plan is a micro filing (3 participants), the leftmost band.
DOL schedule card
Filing strip 953398310 · Bruce B. Mclucas, M.D., a Professional Corporation PY 2022 · Defined Benefit (Pension)
Bruce B. Mclucas, M.D. a Professional Corporation Retirement Plan · $155K · 3 · 9th
- BOOK $155K
- BOOK 3
- BOOK 9th
- BOOK Defined Benefit (Pension)
- BOOK near Hitachi Energy USA Inc. Crystal Springs Plant Retirement Income Plan
- BOOK ind #1200
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 →
Bruce B. Mclucas, M.D. a Professional Corporation Retirement Plan in the asset neighbourhood
Bruce B. Mclucas, M.D., a Professional Corporation years around the 2022 move
Sponsor-wide plan assets over time
All Bruce B. Mclucas, M.D., a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $152K 1.4438073542925927% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $155K |
| 2023 | 1 | 3 | $152K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $187K |
|---|---|
| Net Assets (End of Year) | $155K |
| Net Income | -$32K |
| Employer EIN | 953398310 |
| Plan Effective Date | 2005-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Bruce B. Mclucas, M.D. a Professional Corporation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Hitachi Energy USA Inc. Crystal Springs Plant Retirement Income Plan in NC ($155K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.