Defined Benefit (Pension) · DOL Form 5500 · 2023

Dana Niguel Internal Medicine Medical Group 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
$577,845
Avg per participant High balance/head
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Official DOL plan name: Dana Niguel Internal Medicine Defined Benefit Pension Plan · Sponsored by Dana Niguel Internal Medicine Medical Group · California · Healthcare & Social Assistance

$2M in assets, 3 participants

Dana Niguel Internal Medicine Medical Group's Dana Niguel Internal Medicine Defined Benefit Pension 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.

  • #4,719 in Healthcare & Social Assistance (17,684 peers)

Dana Niguel Internal Medicine Medical Group multi-year trail

Dana Niguel Internal Medicine Medical Group's plans moved +23.6% in assets from 2022 to 2024; this filing shows Dana Niguel Internal Medicine Defined Benefit Pension Plan at $2M / 3 participants.

#4,719
in Healthcare & Social Assistance (17,684 peers)
+10.9%
assets growth YoY

Dana Niguel Internal Medicine Defined Benefit Pension Plan among the smaller filed plans by assets

Dana Niguel Internal Medicine Defined Benefit Pension Plan vs every filed plan by assets

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

$1,733,534 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

Dana Niguel Internal Medicine 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. Dana Niguel Internal Medicine Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dana Niguel Internal Medicine Defined Benefit Pension Plan reported net income rose from $140K in the plan year 2022 filing to $170K in the plan year 2023 filing.
  • Dana Niguel Internal Medicine Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330258183 · Dana Niguel Internal Medicine Medical Group PY 2023 · Defined Benefit (Pension)

Dana Niguel Internal Medicine Defined Benefit Pension Plan · $2M · 3 · 29th

  • EIN $2M
  • RANK 3
  • PHOTO 29th
  • IND Defined Benefit (Pension)
  • EOY near First Federal Savings Bank Defined Benefit Plan
  • 5500 ind #4719

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 →

Dana Niguel Internal Medicine Defined Benefit Pension Plan in the asset neighbourhood

First Federal Savings Bank Defined Benefit PlanFirst Federal Savings Bank D…$2MPrecision Orthodontics Cash Balance PlanPrecision Orthodontics Cash …$2MCobble Hill Anesthesia, PLLC Cash Balance PlanCobble Hill Anesthesia, PLLC…$2MDana Niguel Internal Medicine Defined Benefit Pension PlanDana Niguel Internal Medicin…$2MBuilding Technology Engineers, Inc. Retirement Income PlanBuilding Technology Engineer…$2M
End-of-year total assets ($M) among Dana Niguel Internal Medicine Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Dana Niguel Internal Medicine Medical Group multi-year asset trail

Sponsor-wide plan assets over time

All Dana Niguel Internal Medicine Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.59094850851455% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.56M $1.93M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Dana Niguel Internal Medicine Medical Group filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$170K
Employer EIN330258183
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Dana Niguel Internal Medicine 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 ($B) Participants Dana Niguel Internal Medicine Defined Benefit Pension Plan, Total assets ($B): 0.001733534 · Participants: 3Dana Niguel Internal Medicine 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
Dana Niguel Internal Medicine Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Dana Niguel Internal Medicine Defined Benefit Pension Plan side-by-side with 3 peers →

Dana Niguel Internal Medicine 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 First Federal Savings Bank Defined Benefit Plan in IN ($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 Dana Niguel Internal Medicine Defined Benefit Pension Plan assets move in 2023? ▼
Dana Niguel Internal Medicine Defined Benefit Pension Plan grew at a solid clip - up 10.9% during 2023, from $2M to $2M. Reported net income was $170K.
How have Dana Niguel Internal Medicine Medical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana Niguel Internal Medicine Medical Group's sponsor-wide assets grew 23.6%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Dana Niguel Internal Medicine Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is First Federal Savings Bank Defined Benefit Plan in IN ($2M, 47 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dana Niguel Internal Medicine Defined Benefit Pension 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 330258183.

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.