Defined Benefit (Pension) · DOL Form 5500 · 2023
Alvaro T. Caceres, M.D., Inc. Pension Plan
Data updated 2026-08-25
- $873K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $218,278
- Avg per participant Above avg balance/head
Official DOL plan name: Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension Plan · Sponsored by Alvaro T. Caceres, M.D., Inc. · California · Healthcare & Social Assistance
$873K in assets, 4 participants
Alvaro T. Caceres, M.D., Inc.'s Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension Plan reported $873K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,205 in Healthcare & Social Assistance (17,684 peers)
Alvaro T. Caceres, M.D., Inc. multi-year trail
Alvaro T. Caceres, M.D., Inc.'s plans moved +16.4% in assets from 2022 to 2024; this filing shows Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension Plan at $873K / 4 participants.
- #3,205
- in Healthcare & Social Assistance (17,684 peers)
- +8.7%
- assets growth YoY
Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension Plan among the smaller filed plans by assets
Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$873,111 22nd percentile higher than 22% 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
Alvaro T. Caceres, M.D., Inc. 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. Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension Plan reported net income rose from $31K in the plan year 2022 filing to $70K in the plan year 2023 filing.
- Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension Plan end-of-year assets rose from $803K in the plan year 2022 filing to $873K in the plan year 2023 filing.
DOL schedule card
Filing strip 953650248 · Alvaro T. Caceres, M.D., Inc. PY 2023 · Defined Benefit (Pension)
Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension Plan · $873K · 4 · 22nd
- PHOTO $873K
- IND 4
- EOY 22nd
- 5500 Defined Benefit (Pension)
- ASSETS near Todd Gray and Assoc. Defined Benefit Plan
- PCT ind #3205
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 →
Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension Plan in the asset neighbourhood
Alvaro T. Caceres, M.D., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Alvaro T. Caceres, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $936K 16.449941130640195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $803K |
| 2023 | 1 | 4 | $873K |
| 2024 | 1 | 4 | $936K |
Alvaro T. Caceres, M.D., Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $803K |
|---|---|
| Net Assets (End of Year) | $873K |
| Net Income | $70K |
| Employer EIN | 953650248 |
| Plan Effective Date | 1981-08-01 |
| Filing Status | FILING RECEIVED |
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
Alvaro T. Caceres, M.D., Inc. 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 Todd Gray and Assoc. Defined Benefit Plan in NY ($868K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($873K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.