Joel Brodsky Inc. Defined Benefit Pension Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Joel F. Brodsky, D.D.S., Inc. · California · Healthcare & Social Assistance
What the 2023 filing shows
Joel Brodsky Inc. Defined Benefit Pension Plan holds N/A for 19 participants.
- N/A
- total plan assets (2023 EOY)
- 19
- covered participants
What the Filing Says About Joel Brodsky Inc. Defined Benefit Pension Plan
Joel Brodsky Inc. Defined Benefit Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Joel F. Brodsky, D.D.S., Inc., headquartered in California. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 19 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 953405079, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 953405079 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joel F. Brodsky, D.D.S., Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 39 | N/A |
| 2023 | 2 | 38 | N/A |
| 2024 | 2 | 33 | N/A |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Related Data
Guides
Frequently Asked Questions
How much money is in the Joel Brodsky Inc. Defined Benefit Pension Plan? ▼
What type of plan is Joel Brodsky Inc. Defined Benefit Pension Plan? ▼
Who sponsors the Joel Brodsky Inc. Defined Benefit Pension Plan? ▼
How did Joel Brodsky Inc. Defined Benefit Pension Plan perform in 2023? ▼
Where can I find official filings for Joel Brodsky Inc. Defined Benefit Pension Plan? ▼
How does Joel Brodsky Inc. Defined Benefit Pension Plan compare to other plans? ▼
Explore PlainRetire
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 953405079.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.