Defined Benefit (Pension) · DOL Form 5500 · 2023

Nalin Mathur, Md, PA Pension Plan

Data updated 2026-08-25

$453K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$151,006
Avg per participant Above avg balance/head
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Official DOL plan name: Nalin Mathur, Md, PA Cash Balance Plan · Sponsored by Nalin Mathur, Md, PA · Virginia · Healthcare & Social Assistance

$453K in assets, 3 participants

Nalin Mathur, Md, PA's Nalin Mathur, Md, PA Cash Balance Plan reported $453K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,184 in Healthcare & Social Assistance (17,684 peers)

Nalin Mathur, Md, PA multi-year trail

Nalin Mathur, Md, PA's plans moved +39.1% in assets from 2022 to 2023; this filing shows Nalin Mathur, Md, PA Cash Balance Plan at $453K / 3 participants.

#2,184
in Healthcare & Social Assistance (17,684 peers)
+60.2%
assets growth YoY

Nalin Mathur, Md, PA Cash Balance Plan among the smaller filed plans by assets

Nalin Mathur, Md, PA Cash Balance Plan vs every filed plan by assets

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

$453,017 17th percentile higher than 17% 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

Nalin Mathur, Md, PA Cash Balance 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. Nalin Mathur, Md, PA Cash Balance Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nalin Mathur, Md, PA Cash Balance Plan end-of-year assets rose from $283K in the plan year 2022 filing to $453K in the plan year 2023 filing.
  • Nalin Mathur, Md, PA Cash Balance Plan reported net income rose from $159K in the plan year 2022 filing to $170K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 264759842 · Nalin Mathur, Md, PA PY 2023 · Defined Benefit (Pension)

Nalin Mathur, Md, PA Cash Balance Plan · $453K · 3 · 17th

  • IND $453K
  • IND 3
  • IND 17th
  • IND Defined Benefit (Pension)
  • IND near Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan
  • IND ind #2184

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 Virginia →

Nalin Mathur, Md, PA Cash Balance Plan in the asset neighbourhood

Nalin Mathur, Md, PA Cash Balance PlanNalin Mathur, Md, PA Cash Ba…$453KYolanda S Cervantes. Dmd.Inc Profit Sharing PlanYolanda S Cervantes. Dmd.Inc…$453KCantex Inc Non-Union Hourly Employees Pension PlanCantex Inc Non-Union Hourly …$453KBiourja Renewables Cash Balance PlanBiourja Renewables Cash Bala…$454KBindery Industry Employers Gcc / Ibt Pension PlanBindery Industry Employers G…$452K
End-of-year total assets ($M) among Nalin Mathur, Md, PA Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Nalin Mathur, Md, PA multi-year asset trail

Sponsor-wide plan assets over time

All Nalin Mathur, Md, PA plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.05761895828236% vs 2022
2023 filing year
$2.5M$3M$3.5M$4M 20222023 $2.63M $3.65M ▲ +38.8%
Year Plans Participants Total Assets
2022 2 6 $3M
2023 2 6 $4M

Nalin Mathur, Md, PA filing trail (2023)

Total Assets (Beginning of Year)$283K
Net Assets (End of Year)$453K
Net Income$170K
Employer EIN264759842
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Virginia

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

Nalin Mathur, Md, PA Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Nalin Mathur, Md, PA Cash Balance Plan, Total assets ($B): 0.000453017 · Participants: 3Nalin Mathur, Md, PA Cash Balance PlanNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Nalin Mathur, Md, PA Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Nalin Mathur, Md, PA Cash Balance Plan side-by-side with 3 peers →

Nalin Mathur, Md, PA Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan in CA ($453K); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (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 Nalin Mathur, Md, PA Cash Balance Plan assets move in 2023? ▼
Nalin Mathur, Md, PA Cash Balance Plan surged - up 60.2% during 2023, from $283K to $453K. Reported net income was $170K.
How have Nalin Mathur, Md, PA plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Nalin Mathur, Md, PA's sponsor-wide assets grew 39.1%, from $3M to $4M.
Where does Nalin Mathur, Md, PA Cash Balance Plan rank by assets among Form 5500 filers? ▼
Nalin Mathur, Md, PA Cash Balance Plan ranks in the 17th 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 Nalin Mathur, Md, PA Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Yolanda S Cervantes. Dmd.Inc Profit Sharing Plan in CA ($453K, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nalin Mathur, Md, PA Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (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 264759842.

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.