Defined Benefit (Pension) · DOL Form 5500 · 2023

James R. Ziegenbein M.D.,Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$719,133
Avg per participant High balance/head
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Official DOL plan name: James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan · Sponsored by James R. Ziegenbein M.D.,Inc. · California · Healthcare & Social Assistance

$1M in assets, 2 participants

James R. Ziegenbein M.D.,Inc.'s James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,192 in Healthcare & Social Assistance (17,684 peers)

James R. Ziegenbein M.D.,Inc. multi-year trail

James R. Ziegenbein M.D.,Inc.'s plans moved +24.3% in assets from 2022 to 2024; this filing shows James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan at $1M / 2 participants.

#4,192
in Healthcare & Social Assistance (17,684 peers)
+16.9%
assets growth YoY

James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,438,265 27th percentile higher than 27% 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

James R. Ziegenbein 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. James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan reported net income rose from -$286K in the plan year 2022 filing to $208K in the plan year 2023 filing.
  • James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752992815 · James R. Ziegenbein M.D.,Inc. PY 2023 · Defined Benefit (Pension)

James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan · $1M · 2 · 27th

  • RANK $1M
  • RANK 2
  • RANK 27th
  • RANK Defined Benefit (Pension)
  • RANK near H. Vega Vega Defined Benefit Plan
  • RANK ind #4192

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 →

James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan in the asset neighbourhood

James R. Ziegenbein M.D.,Inc. Defined Benefit Pension PlanJames R. Ziegenbein M.D.,Inc…$1MH. Vega Vega Defined Benefit PlanH. Vega Vega Defined Benefit…$1MAvenida Investments 1, LLC Defined Benefit PlanAvenida Investments 1, LLC D…$1MFarbman Pension Plan$1MIdeal Roller Company Retirement Plan for Factory EmployeesIdeal Roller Company Retirem…$1M
End-of-year total assets ($M) among James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

James R. Ziegenbein M.D.,Inc. multi-year asset trail

Sponsor-wide plan assets over time

All James R. Ziegenbein M.D.,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.281225483620517% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.23M $1.53M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 1 $2M

James R. Ziegenbein M.D.,Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$208K
Employer EIN752992815
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

James R. Ziegenbein 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 ($B) Participants James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001438265 · Participants: 2James R. Ziegenbein 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
James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

James R. Ziegenbein 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 H. Vega Vega Defined Benefit Plan in PR ($1M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan assets move in 2023? ▼
James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan grew sharply - up 16.9% during 2023, from $1M to $1M. Reported net income was $208K.
How have James R. Ziegenbein M.D.,Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James R. Ziegenbein M.D.,Inc.'s sponsor-wide assets grew 24.3%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is H. Vega Vega Defined Benefit Plan in PR ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to James R. Ziegenbein M.D.,Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 752992815.

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.