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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

Kamel L. Kamel, M.D., Inc. Defined Benefit Pension PlanKamel L. Kamel, M.D., Inc. D…$2MDilip Shah, Md Defined Benefit Pension PlanDilip Shah, Md Defined Benef…$2MFidelity Mortgage Lenders, Inc. Pension PlanFidelity Mortgage Lenders, I…$2MFried, Frank, Harris, Shriver & Jacobson LLP Employees' Retirement PlanFried, Frank, Harris, Shrive…$2MPsc Metals Merged Pension Plan for Granite City, Mansfield and WarrenPsc Metals Merged Pension Pl…$2M
End-of-year total assets ($M) among Dilip Shah, Md Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$86K
Employer EIN222843277
Plan Effective Date2011-01-01
Filing StatusFILING 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
$1.7M$1.75M$1.8M$1.85M 20222023 $1.71M $1.8M ▲ +5.3%
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.

Dilip Shah, Md Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Dilip Shah, Md Defined Benefit Pension Plan, Total assets ($B): 0.001800561 · Participants: 3Dilip Shah, Md Defined Benefit Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Dilip Shah, Md Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

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.

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 Dilip Shah, Md Defined Benefit Pension Plan assets move in 2023?
Dilip Shah, Md Defined Benefit Pension Plan grew at a solid clip - up 5.0% during 2023, from $2M to $2M. Reported net income was $86K.
How have Dilip Shah, Md plan assets changed over time?
Across 2 plan years on file (2022-2023), Dilip Shah, Md's sponsor-wide assets grew 5.0%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Dilip Shah, Md Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fidelity Mortgage Lenders, Inc. Pension Plan in CA ($2M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dilip Shah, Md 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).