Defined Benefit (Pension) · DOL Form 5500 · 2023
Dilip Shah, Md 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
- $600,187
- Avg per participant High balance/head
Official DOL plan name: Dilip Shah, Md Defined Benefit Pension Plan · Sponsored by Dilip Shah, Md · New Jersey · Healthcare & Social Assistance
$2M in assets, 3 participants
Dilip Shah, Md's Dilip Shah, Md 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.
- #4,830 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Dilip Shah, Md Defined Benefit Pension Plan holds $2M for 3 participants - about $600,187 per participant, in the lower half of filed plans by assets.
- #4,830
- in Healthcare & Social Assistance (17,684 peers)
- +5.0%
- assets growth YoY
Dilip Shah, Md Defined Benefit Pension Plan among the smaller filed plans by assets
Dilip Shah, Md Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,800,561 29th percentile higher than 29% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dilip Shah, Md 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. Dilip Shah, Md 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
- Dilip Shah, Md Defined Benefit Pension Plan reported net income fell from $259K in the plan year 2022 filing to $86K in the plan year 2023 filing.
- Dilip Shah, Md 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.
Form 5500 schedule snapshot
Filing strip 222843277 · Dilip Shah, Md PY 2023 · Defined Benefit (Pension)
Dilip Shah, Md Defined Benefit Pension Plan · $2M · 3 · 29th
- NET $2M
- BOOK 3
- VS-ST 29th
- BOY Defined Benefit (Pension)
- SCH near Fidelity Mortgage Lenders, Inc. Pension Plan
- EBSA ind #4830
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 Jersey →
Dilip Shah, Md Defined Benefit Pension Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $86K |
| Employer EIN | 222843277 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dilip Shah, Md)
Sponsor-wide plan assets over time
All Dilip Shah, Md plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 5.028970214314838% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
Dilip Shah, Md Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Fidelity Mortgage Lenders, Inc. Pension Plan in CA ($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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.