Defined Benefit (Pension) · DOL Form 5500 · 2023

Fady N. Elias M.D., Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$969,070
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Fady N. Elias M.D., Inc. Defined Benefit Pension Plan · Sponsored by Fady N. Elias M.D., Inc. · California · Healthcare & Social Assistance

$3M in assets, 3 participants

Fady N. Elias M.D., Inc.'s Fady N. Elias M.D., Inc. Defined Benefit Pension Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,371 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Fady N. Elias M.D., Inc. Defined Benefit Pension Plan surged 41.0% in 2023 ($2M → $3M) for 3 participants.

#6,371
in Healthcare & Social Assistance (17,684 peers)
+41.0%
assets growth YoY

Fady N. Elias M.D., Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fady N. Elias M.D., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$2,907,210 35th percentile higher than 35% 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

Fady N. Elias 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. Fady N. Elias M.D., Inc. Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 464388004 · Fady N. Elias M.D., Inc. PY 2023 · Defined Benefit (Pension)

Fady N. Elias M.D., Inc. Defined Benefit Pension Plan · $3M · 3 · 35th

  • EIN $3M
  • EIN 3
  • EIN 35th
  • EIN Defined Benefit (Pension)
  • EIN near Quest Energy Group, LLC Defined Benefit Pension Plan
  • EIN ind #6371

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 →

Fady N. Elias M.D., Inc. Defined Benefit Pension Plan in the asset neighbourhood

Fady N. Elias M.D., Inc. Defined Benefit Pension PlanFady N. Elias M.D., Inc. Def…$3MQuest Energy Group, LLC Defined Benefit Pension PlanQuest Energy Group, LLC Defi…$3MTerrill & Waldrop PLLC Cash Balance Plan and TrustTerrill & Waldrop PLLC Cash …$3MArthur Katz, M.D., S.C. Defined Benefit PlanArthur Katz, M.D., S.C. Defi…$3MAdvanced Ent Cash Balance PlanAdvanced Ent Cash Balance Pl…$3M
End-of-year total assets ($M) among Fady N. Elias M.D., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$846K
Employer EIN464388004
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Fady N. Elias M.D., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Fady N. Elias M.D., Inc. Defined Benefit Pension Plan, Total assets ($B): 0.00290721 · Participants: 3Fady N. Elias M.D., Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Fady N. Elias M.D., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Fady N. Elias 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 Quest Energy Group, LLC Defined Benefit Pension Plan in AZ ($3M); 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.

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.

Frequently Asked Questions

How did Fady N. Elias M.D., Inc. Defined Benefit Pension Plan assets move in 2023?
Fady N. Elias M.D., Inc. Defined Benefit Pension Plan surged - up 41.0% during 2023, from $2M to $3M. Reported net income was $846K.
Which Defined Benefit (Pension) plans are similar in size to Fady N. Elias M.D., Inc. Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Quest Energy Group, LLC Defined Benefit Pension Plan in AZ ($3M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Fady N. Elias M.D., Inc. 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).