Defined Benefit (Pension) · DOL Form 5500 · 2023

Arthur Katz, M.D., S.C. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
35th
Percentile by assets National rank
$242,824
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Arthur Katz, M.D., S.C. Defined Benefit Plan · Sponsored by Arthur Katz, M.D., S.C. · Indiana · Healthcare & Social Assistance

$3M in assets, 12 participants

Arthur Katz, M.D., S.C.'s Arthur Katz, M.D., S.C. Defined Benefit Plan reported $3M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,382 in Healthcare & Social Assistance (17,684 peers)

Arthur Katz, M.D., S.C. multi-year trail

Arthur Katz, M.D., S.C.'s plans moved -15.1% in assets from 2022 to 2024; this filing shows Arthur Katz, M.D., S.C. Defined Benefit Plan at $3M / 12 participants.

#6,382
in Healthcare & Social Assistance (17,684 peers)
-34.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Arthur Katz, M.D., S.C. Defined Benefit Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Arthur Katz, M.D., S.C. Defined Benefit Plan vs every filed plan by assets

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

$2,913,891 35th percentile higher than 35% 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

Arthur Katz, M.D., S.C. Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arthur Katz, M.D., S.C. Defined Benefit Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arthur Katz, M.D., S.C. Defined Benefit Plan reported net income fell from -$140K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Arthur Katz, M.D., S.C. Defined Benefit Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363140314 · Arthur Katz, M.D., S.C. PY 2023 · Defined Benefit (Pension)

Arthur Katz, M.D., S.C. Defined Benefit Plan · $3M · 12 · 35th

  • IND $3M
  • EOY 12
  • 5500 35th
  • ASSETS Defined Benefit (Pension)
  • PCT near Alpha Medical Associates, PC Defined Benefit Plan
  • EIN ind #6382

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 Indiana →

Arthur Katz, M.D., S.C. Defined Benefit Plan in the asset neighbourhood

Alpha Medical Associates, PC Defined Benefit PlanAlpha Medical Associates, PC…$3MAyer Pension Plan$3MArthur Katz, M.D., S.C. Defined Benefit PlanArthur Katz, M.D., S.C. Defi…$3MTerrill & Waldrop PLLC Cash Balance Plan and TrustTerrill & Waldrop PLLC Cash …$3MQuest Energy Group, LLC Defined Benefit Pension PlanQuest Energy Group, LLC Defi…$3M
End-of-year total assets ($M) among Arthur Katz, M.D., S.C. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arthur Katz, M.D., S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Arthur Katz, M.D., S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 15.0718342380587% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $4.46M $3.79M ▼ -15.0%
Year Plans Participants Total Assets
2022 1 12 $4M
2023 1 12 $3M
2024 1 9 $4M

Arthur Katz, M.D., S.C. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN363140314
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

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

Arthur Katz, M.D., S.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Arthur Katz, M.D., S.C. Defined Benefit Plan, Total assets ($B): 0.002913891 · Participants: 12Arthur Katz, M.D., S.C. Defined Benefit PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Arthur Katz, M.D., S.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Arthur Katz, M.D., S.C. Defined Benefit Plan side-by-side with 3 peers →

Arthur Katz, M.D., S.C. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Alpha Medical Associates, PC Defined Benefit Plan in MA ($3M); by covered participants it is Niagara Frontier Anesthesia Services, LLP Cash Balance Plan in NY (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Arthur Katz, M.D., S.C. Defined Benefit Plan assets move in 2023? ▼
Arthur Katz, M.D., S.C. Defined Benefit Plan contracted severely - down 34.7% during 2023, from $4M to $3M. Reported net income was -$2M.
How have Arthur Katz, M.D., S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arthur Katz, M.D., S.C.'s sponsor-wide assets declined 15.1%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Arthur Katz, M.D., S.C. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alpha Medical Associates, PC Defined Benefit Plan in MA ($3M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Arthur Katz, M.D., S.C. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Niagara Frontier Anesthesia Services, LLP Cash Balance Plan in NY (12 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 363140314.

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.