401(k) · DOL Form 5500 · 2023

Richard Claveria, M.D., a P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
36th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Richard Claveria, M.D., a P.C. Pension Plan · Sponsored by Richard Claveria, M.D., a P.C. · California · Healthcare & Social Assistance

$3M in assets, 3 participants

Richard Claveria, M.D., a P.C.'s Richard Claveria, M.D., a P.C. Pension Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,627 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Richard Claveria, M.D., a P.C. Pension Plan holds $3M for 3 participants - about $1.0M per participant, in the lower half of filed plans by assets.

#6,627
in Healthcare & Social Assistance (17,684 peers)
-0.9%
assets change YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard Claveria, M.D., a P.C. Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Richard Claveria, M.D., a P.C. Pension Plan vs every filed plan by assets

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

$3,135,947 36th percentile higher than 36% 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

Richard Claveria, M.D., a P.C. 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. Richard Claveria, M.D., a P.C. Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Richard Claveria, M.D., a P.C. Pension Plan reported net income fell from $82K in the plan year 2022 filing to -$29K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 912108221 · Richard Claveria, M.D., a P.C. PY 2023 · 401(k)

Richard Claveria, M.D., a P.C. Pension Plan · $3M · 3 · 36th

  • PHOTO $3M
  • PHOTO 3
  • PHOTO 36th
  • PHOTO 401(k)
  • PHOTO near Aqua-Tots 401(k) Plan
  • PHOTO ind #6627

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 →

Richard Claveria, M.D., a P.C. Pension Plan in the asset neighbourhood

Richard Claveria, M.D., a P.C. Pension PlanRichard Claveria, M.D., a P.…$3MAqua-Tots 401(k) Plan$3MCharles Boyd Chevrolet-Cadillac-Buick-Gmc, Inc. 401(k) PlanCharles Boyd Chevrolet-Cadil…$3MEpsm LLC. 401(k) Retirement PlanEpsm LLC. 401(k) Retirement …$3MBrandenburg Industrial Service Company Hourly Profit Sharing and 401(k) PlanBrandenburg Industrial Servi…$3M
End-of-year total assets ($M) among Richard Claveria, M.D., a P.C. Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$29K
Employer EIN912108221
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard Claveria, M.D., a P.C.)

Sponsor-wide plan assets over time

All Richard Claveria, M.D., a P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.101507739641695% vs 2022
2024 filing year
$3.1M$3.2M$3.3M$3.4M$3.5M 202220232024 $3.17M $3.45M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $3M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Richard Claveria, M.D., a P.C. Pension Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Richard Claveria, M.D., a P.C. Pension Plan, Total assets ($B): 0.003135947 · Participants: 3Richard Claveria, M.D., a P.C. Pension PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Richard Claveria, M.D., a P.C. Pension Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Richard Claveria, M.D., a P.C. Pension Plan side-by-side with 3 peers →

Richard Claveria, M.D., a P.C. Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aqua-Tots 401(k) Plan in AZ ($3M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Richard Claveria, M.D., a P.C. Pension Plan assets move in 2023? ▼
Richard Claveria, M.D., a P.C. Pension Plan held essentially flat - down 0.9% during 2023, from $3M to $3M. Reported net income was -$29K.
How have Richard Claveria, M.D., a P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Claveria, M.D., a P.C.'s sponsor-wide assets grew 9.1%, from $3M to $3M.
Which 401(k) plans are similar in size to Richard Claveria, M.D., a P.C. Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aqua-Tots 401(k) Plan in AZ ($3M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Richard Claveria, M.D., a P.C. Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 912108221.

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.