Defined Benefit (Pension) · DOL Form 5500 · 2023
Robert D. Agnoletti, D.D.S., Inc. Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $354,547
- Avg per participant High balance/head
Official DOL plan name: Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan · Sponsored by Robert D. Agnoletti, D.D.S., Inc. · California · Healthcare & Social Assistance
$2M in assets, 5 participants
Robert D. Agnoletti, D.D.S., Inc.'s Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan reported $2M in total assets and 5 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.
- #4,790 in Healthcare & Social Assistance (17,684 peers)
Robert D. Agnoletti, D.D.S., Inc. multi-year trail
Robert D. Agnoletti, D.D.S., Inc.'s plans moved -64.9% in assets from 2022 to 2024; this filing shows Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan at $2M / 5 participants.
- #4,790
- in Healthcare & Social Assistance (17,684 peers)
- +8.7%
- assets growth YoY
Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan among the smaller filed plans by assets
Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,772,735 29th percentile higher than 29% 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
Robert D. Agnoletti, D.D.S., 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. Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan reported net income rose from -$677K in the plan year 2022 filing to $142K in the plan year 2023 filing.
- Robert D. Agnoletti, D.D.S., Inc. 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.
Plan-year Form 5500 strip
Filing strip 942443592 · Robert D. Agnoletti, D.D.S., Inc. PY 2023 · Defined Benefit (Pension)
Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan · $2M · 5 · 29th
- 5500 $2M
- ASSETS 5
- PCT 29th
- EIN Defined Benefit (Pension)
- RANK near Calpine Corporation Union Employees Pension Plan
- PHOTO ind #4790
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 →
Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan in the asset neighbourhood
Robert D. Agnoletti, D.D.S., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Robert D. Agnoletti, D.D.S., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 64.91196293062198% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9 | $6M |
| 2023 | 2 | 10 | $6M |
| 2024 | 1 | 5 | $2M |
Robert D. Agnoletti, D.D.S., Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $142K |
| Employer EIN | 942443592 |
| Plan Effective Date | 2007-01-01 |
| 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
Robert D. Agnoletti, D.D.S., 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 Calpine Corporation Union Employees Pension Plan in TX ($2M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.