Defined Benefit (Pension) · DOL Form 5500 · 2023

Sunil Patel, D.O., Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
37th
Percentile by assets National rank
$468,892
Avg per participant High balance/head
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Official DOL plan name: Sunil Patel, D.O., Inc. Defined Benefit Pension Plan · Sponsored by Sunil Patel, D.O., Inc. · California · Healthcare & Social Assistance

$3M in assets, 7 participants

Sunil Patel, D.O., Inc.'s Sunil Patel, D.O., Inc. Defined Benefit Pension Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,809 in Healthcare & Social Assistance (17,684 peers)

Sunil Patel, D.O., Inc. multi-year trail

Sunil Patel, D.O., Inc.'s plans moved +37.8% in assets from 2022 to 2024; this filing shows Sunil Patel, D.O., Inc. Defined Benefit Pension Plan at $3M / 7 participants.

#6,809
in Healthcare & Social Assistance (17,684 peers)
+13.9%
assets growth YoY

Sunil Patel, D.O., Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sunil Patel, D.O., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$3,282,247 37th percentile higher than 37% 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

Sunil Patel, D.O., 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. Sunil Patel, D.O., Inc. Defined Benefit Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunil Patel, D.O., Inc. Defined Benefit Pension Plan reported net income rose from $141K in the plan year 2022 filing to $400K in the plan year 2023 filing.
  • Sunil Patel, D.O., Inc. Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 453139093 · Sunil Patel, D.O., Inc. PY 2023 · Defined Benefit (Pension)

Sunil Patel, D.O., Inc. Defined Benefit Pension Plan · $3M · 7 · 37th

  • PCT $3M
  • PCT 7
  • PCT 37th
  • PCT Defined Benefit (Pension)
  • PCT near Operative Plasterers and Cement Masons New Orleans Area Pension Plan
  • PCT ind #6809

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 →

Sunil Patel, D.O., Inc. Defined Benefit Pension Plan in the asset neighbourhood

Lakeside Manufacturing, Inc. Employees' Pension PlanLakeside Manufacturing, Inc.…$3MSunil Patel, D.O., Inc. Defined Benefit Pension PlanSunil Patel, D.O., Inc. Defi…$3MOperative Plasterers and Cement Masons New Orleans Area Pension PlanOperative Plasterers and Cem…$3MVirginia Green Lawn Care Vip PlanVirginia Green Lawn Care Vip…$3MSypris Technologies, Inc. Retirement Plan for Salaried and Non-Bargaining Unit EmployeesSypris Technologies, Inc. Re…$3M
End-of-year total assets ($M) among Sunil Patel, D.O., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Sunil Patel, D.O., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sunil Patel, D.O., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.82720687475323% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.88M $3.97M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 7 $3M
2024 1 8 $4M

Sunil Patel, D.O., Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$400K
Employer EIN453139093
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Sunil Patel, D.O., 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 ($B) Participants Sunil Patel, D.O., Inc. Defined Benefit Pension Plan, Total assets ($B): 0.003282247 · Participants: 7Sunil Patel, D.O., 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
Sunil Patel, D.O., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sunil Patel, D.O., Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Sunil Patel, D.O., 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 Operative Plasterers and Cement Masons New Orleans Area Pension Plan in TN ($3M); by covered participants it is David T. Jones, Dds Cash Balance Plan in NY (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Sunil Patel, D.O., Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Sunil Patel, D.O., Inc. Defined Benefit Pension Plan grew at a solid clip - up 13.9% during 2023, from $3M to $3M. Reported net income was $400K.
How have Sunil Patel, D.O., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunil Patel, D.O., Inc.'s sponsor-wide assets grew 37.8%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Sunil Patel, D.O., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Operative Plasterers and Cement Masons New Orleans Area Pension Plan in TN ($3M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sunil Patel, D.O., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is David T. Jones, Dds Cash Balance Plan in NY (7 participants, $658K 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 453139093.

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.