Defined Benefit (Pension) · DOL Form 5500 · 2023

Josiane Lederman, M.D., P.C. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
33rd
Percentile by assets National rank
$350,552
Avg per participant High balance/head
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Official DOL plan name: Josiane Lederman, M. D. , P. C. Cash Balance Plan · Sponsored by Josiane Lederman, M.D., P.C. · New York · Healthcare & Social Assistance

$2M in assets, 7 participants

Josiane Lederman, M.D., P.C.'s Josiane Lederman, M. D. , P. C. Cash Balance Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,775 in Healthcare & Social Assistance (17,684 peers)

Josiane Lederman, M.D., P.C. multi-year trail

Josiane Lederman, M.D., P.C.'s plans moved -33.4% in assets from 2022 to 2024; this filing shows Josiane Lederman, M. D. , P. C. Cash Balance Plan at $2M / 7 participants.

#5,775
in Healthcare & Social Assistance (17,684 peers)
+9.1%
assets growth YoY

Josiane Lederman, M. D. , P. C. Cash Balance Plan among the smaller filed plans by assets

Josiane Lederman, M. D. , P. C. Cash Balance Plan vs every filed plan by assets

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

$2,453,865 33rd percentile higher than 33% 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

Josiane Lederman, M. D. , P. C. Cash Balance 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. Josiane Lederman, M. D. , P. C. Cash Balance Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Josiane Lederman, M. D. , P. C. Cash Balance Plan reported net income rose from -$40K in the plan year 2022 filing to $204K in the plan year 2023 filing.
  • Josiane Lederman, M. D. , P. C. Cash Balance Plan reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Josiane Lederman, M. D. , P. C. Cash Balance 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 133747349 · Josiane Lederman, M.D., P.C. PY 2023 · Defined Benefit (Pension)

Josiane Lederman, M. D. , P. C. Cash Balance Plan · $2M · 7 · 33rd

  • BOY $2M
  • BOY 7
  • BOY 33rd
  • BOY Defined Benefit (Pension)
  • BOY near W. Steven Heise Defined Benefit Pension Plan
  • BOY ind #5775

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 York →

Josiane Lederman, M. D. , P. C. Cash Balance Plan in the asset neighbourhood

Josiane Lederman, M. D. , P. C. Cash Balance PlanJosiane Lederman, M. D. , P.…$2MW. Steven Heise Defined Benefit Pension PlanW. Steven Heise Defined Bene…$2MEbms, Inc. Dba Hermes Wealth Strategies Cash Balance Pension PlanEbms, Inc. Dba Hermes Wealth…$2MElectric Cities of Georgia, Inc. Retirement PlanElectric Cities of Georgia, …$2MJohn Debney Productions, Inc. Defined Benefit Pension PlanJohn Debney Productions, Inc…$2M
End-of-year total assets ($M) among Josiane Lederman, M. D. , P. C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Josiane Lederman, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Josiane Lederman, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.36294762809754% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $4.3M $2.86M ▼ -33.5%
Year Plans Participants Total Assets
2022 2 17 $4M
2023 2 16 $5M
2024 1 9 $3M

Josiane Lederman, M.D., P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$204K
Employer EIN133747349
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Josiane Lederman, M. D. , P. C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Josiane Lederman, M. D. , P. C. Cash Balance Plan, Total assets ($B): 0.002453865 · Participants: 7Josiane Lederman, M. D. , P. C. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Josiane Lederman, M. D. , P. C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Josiane Lederman, M. D. , P. C. Cash Balance Plan side-by-side with 3 peers →

Josiane Lederman, M. D. , P. C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is W. Steven Heise Defined Benefit Pension Plan in CA ($2M); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Josiane Lederman, M. D. , P. C. Cash Balance Plan assets move in 2023? ▼
Josiane Lederman, M. D. , P. C. Cash Balance Plan grew at a solid clip - up 9.1% during 2023, from $2M to $2M. Reported net income was $204K.
How have Josiane Lederman, M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Josiane Lederman, M.D., P.C.'s sponsor-wide assets declined 33.4%, from $4M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Josiane Lederman, M. D. , P. C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is W. Steven Heise Defined Benefit Pension Plan in CA ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Josiane Lederman, M. D. , P. C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants, $3M 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 133747349.

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.