Defined Benefit (Pension) · DOL Form 5500 · 2023
Ashwani Bhardwaj, M.D., Inc. Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $862,514
- Avg per participant High balance/head
Official DOL plan name: Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan · Sponsored by Ashwani Bhardwaj, M.D., Inc. · California · Healthcare & Social Assistance
$5M in assets, 6 participants
Ashwani Bhardwaj, M.D., Inc.'s Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan reported $5M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #8,688 in Healthcare & Social Assistance (17,684 peers)
Ashwani Bhardwaj, M.D., Inc. multi-year trail
Ashwani Bhardwaj, M.D., Inc.'s plans moved +33.5% in assets from 2022 to 2024; this filing shows Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan at $5M / 6 participants.
- #8,688
- in Healthcare & Social Assistance (17,684 peers)
- +18.7%
- assets growth YoY
Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,175,081 45th percentile higher than 45% 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
Ashwani Bhardwaj, 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. Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan reported net income rose from -$251K in the plan year 2022 filing to $816K in the plan year 2023 filing.
- Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan reported participants rose from 4 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 461762680 · Ashwani Bhardwaj, M.D., Inc. PY 2023 · Defined Benefit (Pension)
Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan · $5M · 6 · 45th
- IND $5M
- IND 6
- IND 45th
- IND Defined Benefit (Pension)
- IND near American Packaging Corporation (Philadelphia Division) Union Pension Plan
- IND ind #8688
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 →
Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan in the asset neighbourhood
Ashwani Bhardwaj, M.D., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Ashwani Bhardwaj, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 33.4782999921806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8 | $5M |
| 2023 | 2 | 12 | $6M |
| 2024 | 2 | 10 | $7M |
Ashwani Bhardwaj, M.D., Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $816K |
| Employer EIN | 461762680 |
| Plan Effective Date | 2013-01-01 |
| 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
Ashwani Bhardwaj, 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 American Packaging Corporation (Philadelphia Division) Union Pension Plan in NY ($5M); by covered participants it is Performance Capital, LLC Cash Balance Plan in AZ (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- American Packaging Corporation (Philadelphia Division) Union Pension Plan (NY) $5M · N/A
- Retirement Plan for Employees of Advance Ross Electronics Corporation (TX) $5M · 8
- Retirement Plan of Gcp Applied Technologies Inc. Chemical Group (Chicago Dewey & Almy Plant) (CT) $5M · 22
- Banner Team, LLC Cash Balance Pension Plan (MD) $5M · 4
Similar participant headcount
Nearest other-state filings by covered participants (6 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.