Defined Benefit (Pension) · DOL Form 5500 · 2023

Benjamin Broukhim, M.D., Inc. Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
10
Participants Small participant base
50th
Percentile by assets National rank
$670,541
Avg per participant High balance/head
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Official DOL plan name: Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan · Sponsored by Benjamin Broukhim, M.D., Inc. · California · Healthcare & Social Assistance

$7M in assets, 10 participants

Benjamin Broukhim, M.D., Inc.'s Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan reported $7M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,802 in Healthcare & Social Assistance (17,684 peers)

Benjamin Broukhim, M.D., Inc. multi-year trail

Benjamin Broukhim, M.D., Inc.'s plans moved +53.5% in assets from 2022 to 2024; this filing shows Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan at $7M / 10 participants.

#9,802
in Healthcare & Social Assistance (17,684 peers)
+32.6%
assets growth YoY

Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$6,705,413 Top 50% higher than 50% 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

Benjamin Broukhim, M.D., Inc. 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. Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan reported net income rose from -$770K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954350820 · Benjamin Broukhim, M.D., Inc. PY 2023 · Defined Benefit (Pension)

Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan · $7M · 10 · 50th

  • EOY $7M
  • EOY 10
  • EOY 50th
  • EOY Defined Benefit (Pension)
  • EOY near Lumbee Guaranty Bank Employees' Pension Plan
  • EOY ind #9802

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 →

Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan in the asset neighbourhood

Pension Plan for the Employees of Mountainview Nursing HomePension Plan for the Employe…$7MBenjamin Broukhim, M.D., Inc. Defined Benefit Pension PlanBenjamin Broukhim, M.D., Inc…$7MLumbee Guaranty Bank Employees' Pension PlanLumbee Guaranty Bank Employe…$7MPension Plan for Salaried Employees of Delta Star, Inc.Pension Plan for Salaried Em…$7MPension Plan for Employees of the White Cap Department of the New York Racing Association Inc.Pension Plan for Employees o…$7M
End-of-year total assets ($M) among Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Benjamin Broukhim, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Benjamin Broukhim, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 53.52432567475019% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.24M $9.57M ▲ +53.4%
Year Plans Participants Total Assets
2022 2 23 $6M
2023 2 23 $8M
2024 2 23 $10M

Benjamin Broukhim, M.D., Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN954350820
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Benjamin Broukhim, M.D., Inc. 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 ($B) Participants Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan, Total assets ($B): 0.006705413 · Participants: 10Benjamin Broukhim, M.D., Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Benjamin Broukhim, M.D., Inc. 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 Lumbee Guaranty Bank Employees' Pension Plan in NC ($7M); by covered participants it is Lakeside Manufacturing, Inc. Employees' Pension Plan in WI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan surged - up 32.6% during 2023, from $5M to $7M. Reported net income was $2M.
How have Benjamin Broukhim, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin Broukhim, M.D., Inc.'s sponsor-wide assets grew 53.5%, from $6M to $10M.
Which Defined Benefit (Pension) plans are similar in size to Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lumbee Guaranty Bank Employees' Pension Plan in NC ($7M, 44 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lakeside Manufacturing, Inc. Employees' Pension Plan in WI (10 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 954350820.

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.