Defined Benefit (Pension) · DOL Form 5500 · 2023

John a. Mitamura, M.D. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$573,536
Avg per participant High balance/head
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Official DOL plan name: John a. Mitamura, M.D. Cash Balance Plan · Sponsored by John a. Mitamura, M.D. · New York · Healthcare & Social Assistance

$2M in assets, 3 participants

John a. Mitamura, M.D.'s John a. Mitamura, M.D. Cash Balance Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,703 in Healthcare & Social Assistance (17,684 peers)

John a. Mitamura, M.D. multi-year trail

John a. Mitamura, M.D.'s plans moved +13.7% in assets from 2023 to 2024; this filing shows John a. Mitamura, M.D. Cash Balance Plan at $2M / 3 participants.

#4,703
in Healthcare & Social Assistance (17,684 peers)
+17.2%
assets growth YoY

John a. Mitamura, M.D. Cash Balance Plan among the smaller filed plans by assets

John a. Mitamura, M.D. Cash Balance Plan vs every filed plan by assets

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

$1,720,609 29th percentile higher than 29% 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

John a. Mitamura, M.D. 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. John a. Mitamura, M.D. Cash Balance Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 133535026 · John a. Mitamura, M.D. PY 2023 · Defined Benefit (Pension)

John a. Mitamura, M.D. Cash Balance Plan · $2M · 3 · 29th

  • EIN $2M
  • EIN 3
  • EIN 29th
  • EIN Defined Benefit (Pension)
  • EIN near Horus Technology Solutions, Inc. Cash Balance Plan
  • EIN ind #4703

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 York →

John a. Mitamura, M.D. Cash Balance Plan in the asset neighbourhood

Erik Pasin Md, Inc. Defined Benefit PlanErik Pasin Md, Inc. Defined …$2MBuilding Technology Engineers, Inc. Retirement Income PlanBuilding Technology Engineer…$2MJohn a. Mitamura, M.D. Cash Balance PlanJohn a. Mitamura, M.D. Cash …$2MHorus Technology Solutions, Inc. Cash Balance PlanHorus Technology Solutions, …$2MRobert Giombetti, M.D. Retirement TrustRobert Giombetti, M.D. Retir…$2M
End-of-year total assets ($M) among John a. Mitamura, M.D. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

John a. Mitamura, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All John a. Mitamura, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.71543447697879% vs 2023
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M 20232024 $1.72M $1.96M ▲ +14.0%
Year Plans Participants Total Assets
2023 1 3 $2M
2024 1 3 $2M

John a. Mitamura, M.D. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$252K
Employer EIN133535026
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

John a. Mitamura, M.D. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants John a. Mitamura, M.D. Cash Balance Plan, Total assets ($B): 0.001720609 · Participants: 3John a. Mitamura, M.D. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
John a. Mitamura, M.D. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare John a. Mitamura, M.D. Cash Balance Plan side-by-side with 3 peers →

John a. Mitamura, M.D. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Horus Technology Solutions, Inc. Cash Balance Plan in MD ($2M); 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 John a. Mitamura, M.D. Cash Balance Plan assets move in 2023? ▼
John a. Mitamura, M.D. Cash Balance Plan grew sharply - up 17.2% during 2023, from $1M to $2M. Reported net income was $252K.
How have John a. Mitamura, M.D. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), John a. Mitamura, M.D.'s sponsor-wide assets grew 13.7%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to John a. Mitamura, M.D. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Horus Technology Solutions, Inc. Cash Balance Plan in MD ($2M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to John a. Mitamura, M.D. 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 133535026.

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.