Defined Benefit (Pension) · DOL Form 5500 · 2023
Shrenik G. Shah, M.D. Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $3.4M
- Avg per participant High balance/head
Official DOL plan name: Shrenik G. Shah, M.D. Defined Benefit Pension Plan · Sponsored by Shrenik G. Shah, M.D. · New Jersey · Healthcare & Social Assistance
$3M in assets, 1 participants
Shrenik G. Shah, M.D.'s Shrenik G. Shah, M.D. Defined Benefit Pension Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #6,963 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Shrenik G. Shah, M.D. Defined Benefit Pension Plan grew sharply 24.2% in 2023 ($3M → $3M) for 1 participant.
- #6,963
- in Healthcare & Social Assistance (17,684 peers)
- +24.2%
- assets growth YoY
Shrenik G. Shah, M.D. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Shrenik G. Shah, M.D. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,405,158 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Shrenik G. Shah, M.D. Defined Benefit Pension Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shrenik G. Shah, M.D. Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shrenik G. Shah, M.D. Defined Benefit Pension Plan reported net income rose from -$775K in the plan year 2022 filing to $663K in the plan year 2023 filing.
- Shrenik G. Shah, M.D. Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222690289 · Shrenik G. Shah, M.D. PY 2023 · Defined Benefit (Pension)
Shrenik G. Shah, M.D. Defined Benefit Pension Plan · $3M · 1 · 38th
- PART $3M
- TYPE 1
- NET 38th
- BOOK Defined Benefit (Pension)
- VS-ST near Shulman Bastian Defined Benefit Pension Plan
- BOY ind #6963
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 New Jersey →
Shrenik G. Shah, M.D. Defined Benefit Pension Plan in the asset neighbourhood
Shrenik G. Shah, M.D. years around the 2023 move
Sponsor-wide plan assets over time
All Shrenik G. Shah, M.D. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | N/A | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $663K |
| Employer EIN | 222690289 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
Shrenik G. Shah, M.D. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Shulman Bastian Defined Benefit Pension Plan in CA ($3M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.