Defined Benefit (Pension) · DOL Form 5500 · 2023

Pfm Health Sciences, LP Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
13
Participants Small participant base
40th
Percentile by assets National rank
$297,784
Avg per participant High balance/head
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Official DOL plan name: Pfmhs Cash Balance Pension Plan · Sponsored by Pfm Health Sciences, LP · California · Finance & Insurance

$4M in assets, 13 participants

Pfm Health Sciences, LP's Pfmhs Cash Balance Pension Plan reported $4M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,477 in Finance & Insurance (8,869 peers)

Pfm Health Sciences, LP multi-year trail

Pfm Health Sciences, LP's plans moved +35.1% in assets from 2022 to 2024; this filing shows Pfmhs Cash Balance Pension Plan at $4M / 13 participants.

#2,477
in Finance & Insurance (8,869 peers)
+51.3%
assets growth YoY

Pfmhs Cash Balance Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Pfmhs Cash Balance Pension Plan vs every filed plan by assets

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

$3,871,196 40th percentile higher than 40% 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

Pfmhs Cash Balance Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfmhs Cash Balance Pension Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pfmhs Cash Balance Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Pfmhs Cash Balance Pension Plan reported participants rose from 10 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 262000428 · Pfm Health Sciences, LP PY 2023 · Defined Benefit (Pension)

Pfmhs Cash Balance Pension Plan · $4M · 13 · 40th

  • PART $4M
  • TYPE 13
  • NET 40th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Sharon Richens, M.D. Defined Benefit Plan
  • BOY ind #2477

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 Finance & Insurance retirement plans → · Plans in California →

Pfmhs Cash Balance Pension Plan in the asset neighbourhood

Pfmhs Cash Balance Pension PlanPfmhs Cash Balance Pension P…$4MSharon Richens, M.D. Defined Benefit PlanSharon Richens, M.D. Defined…$4MReadington Farms Pension Plan$4MRetirement Plan for Hourly Production Employees of Willman Industries, Inc.Retirement Plan for Hourly P…$4MAleris Retirement Plan for Bargained EmployeesAleris Retirement Plan for B…$4M
End-of-year total assets ($M) among Pfmhs Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pfm Health Sciences, LP multi-year asset trail

Sponsor-wide plan assets over time

All Pfm Health Sciences, LP plans reported in each filing year

Latest sponsor-wide plan assets
$33M 35.11652909365377% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.7M $33.3M ▲ +35.1%
Year Plans Participants Total Assets
2022 2 34 $25M
2023 2 41 $30M
2024 2 38 $33M

Pfm Health Sciences, LP filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN262000428
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Pfmhs Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pfmhs Cash Balance Pension Plan, Total assets ($B): 0.003871196 · Participants: 13Pfmhs Cash Balance 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
Pfmhs Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pfmhs Cash Balance Pension Plan side-by-side with 3 peers →

Pfmhs Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Sharon Richens, M.D. Defined Benefit Plan in UT ($4M); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Pfmhs Cash Balance Pension Plan assets move in 2023? ▼
Pfmhs Cash Balance Pension Plan surged - up 51.3% during 2023, from $3M to $4M. Reported net income was $1M.
How have Pfm Health Sciences, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pfm Health Sciences, LP's sponsor-wide assets grew 35.1%, from $25M to $33M.
Which Defined Benefit (Pension) plans are similar in size to Pfmhs Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sharon Richens, M.D. Defined Benefit Plan in UT ($4M, 43 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pfmhs Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants, $4M in assets).

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 262000428.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.