Defined Benefit (Pension) · DOL Form 5500 · 2023

Caz Medical Advisors, LLC D/B/a Cazma, LLC Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
24th
Percentile by assets National rank
$143,263
Avg per participant Near avg balance/head
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Official DOL plan name: Cazma, LLC Cash Balance Pension Plan · Sponsored by Caz Medical Advisors, LLC D/B/a Cazma, LLC · Michigan · Professional & Technical Services

$1M in assets, 7 participants

Caz Medical Advisors, LLC D/B/a Cazma, LLC's Cazma, LLC Cash Balance Pension Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,820 in Professional & Technical Services (20,321 peers)

Caz Medical Advisors, LLC D/B/a Cazma, LLC multi-year trail

Caz Medical Advisors, LLC D/B/a Cazma, LLC's plans moved +52.7% in assets from 2022 to 2024; this filing shows Cazma, LLC Cash Balance Pension Plan at $1M / 7 participants.

#3,820
in Professional & Technical Services (20,321 peers)
+29.4%
assets growth YoY

Cazma, LLC Cash Balance Pension Plan among the smaller filed plans by assets

Cazma, LLC Cash Balance Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,002,844 24th percentile higher than 24% of 127,068 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 2023

Cazma, LLC Cash Balance 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. Cazma, LLC Cash Balance Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cazma, LLC Cash Balance Pension Plan reported participants rose from 2 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Cazma, LLC Cash Balance Pension Plan reported net income rose from $130K in the plan year 2022 filing to $228K in the plan year 2023 filing.
  • Cazma, LLC Cash Balance Pension Plan end-of-year assets rose from $775K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611426258 · Caz Medical Advisors, LLC D/B/a Cazma, LLC PY 2023 · Defined Benefit (Pension)

Cazma, LLC Cash Balance Pension Plan · $1M · 7 · 24th

  • EIN $1M
  • RANK 7
  • PHOTO 24th
  • IND Defined Benefit (Pension)
  • EOY near Companion Care of Southwest La, LLC Cash Balance Plan
  • 5500 ind #3820

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 Michigan →

Cazma, LLC Cash Balance Pension Plan in the asset neighbourhood

Companion Care of Southwest La, LLC Cash Balance PlanCompanion Care of Southwest …$1MCrew 512 LLC Defined Benefit Pension PlanCrew 512 LLC Defined Benefit…$1MRiverside Property Management, Inc., Defined Benefit Pension PlanRiverside Property Managemen…$1MCazma, LLC Cash Balance Pension PlanCazma, LLC Cash Balance Pens…$1MPension Plan for Employees of the Tupman Thurlow Co. , Inc.Pension Plan for Employees o…$997K
End-of-year total assets ($M) among Cazma, LLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Caz Medical Advisors, LLC D/B/a Cazma, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Caz Medical Advisors, LLC D/B/a Cazma, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.67063673843335% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.77M $1.18M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 2 $775K
2023 1 7 $1M
2024 1 10 $1M

Caz Medical Advisors, LLC D/B/a Cazma, LLC filing trail (2023)

Total Assets (Beginning of Year)$775K
Net Assets (End of Year)$1M
Net Income$228K
Employer EIN611426258
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Michigan

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

Cazma, LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Cazma, LLC Cash Balance Pension Plan, Total assets ($B): 0.001002844 · Participants: 7Cazma, LLC Cash Balance Pension PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Cazma, LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Cazma, LLC Cash Balance Pension Plan side-by-side with 3 peers →

Cazma, LLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Companion Care of Southwest La, LLC Cash Balance Plan in LA ($1M); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); 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.

Frequently Asked Questions

How did Cazma, LLC Cash Balance Pension Plan assets move in 2023? ▼
Cazma, LLC Cash Balance Pension Plan grew sharply - up 29.4% during 2023, from $775K to $1M. Reported net income was $228K.
How have Caz Medical Advisors, LLC D/B/a Cazma, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caz Medical Advisors, LLC D/B/a Cazma, LLC's sponsor-wide assets grew 52.7%, from $775K to $1M.
Where does Cazma, LLC Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Cazma, LLC Cash Balance Pension Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Cazma, LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Companion Care of Southwest La, LLC Cash Balance Plan in LA ($1M, 78 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cazma, LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611426258.

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.