Defined Benefit (Pension) · DOL Form 5500 · 2023
Southern California Neuro Medical Services Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $853,895
- Avg per participant High balance/head
Official DOL plan name: Robert Giombetti, M.D. Retirement Trust · Sponsored by Southern California Neuro Medical Services · California · Healthcare & Social Assistance
$2M in assets, 2 participants
Southern California Neuro Medical Services's Robert Giombetti, M.D. Retirement Trust reported $2M in total assets and 2 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.
- #4,679 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Robert Giombetti, M.D. Retirement Trust surged 55.2% in 2023 ($1M → $2M) for 2 participants.
- #4,679
- in Healthcare & Social Assistance (17,684 peers)
- +55.2%
- assets growth YoY
Robert Giombetti, M.D. Retirement Trust among the smaller filed plans by assets
Robert Giombetti, M.D. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,707,789 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 Giombetti, M.D. Retirement Trust 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 Giombetti, M.D. Retirement Trust is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 861727711 · Southern California Neuro Medical Services PY 2023 · Defined Benefit (Pension)
Robert Giombetti, M.D. Retirement Trust · $2M · 2 · 29th
- VS-ST $2M
- BOY 2
- SCH 29th
- EBSA Defined Benefit (Pension)
- PART near Nbs Consulting Group LLC Defined Benefit Plan
- TYPE ind #4679
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 Giombetti, M.D. Retirement Trust in the asset neighbourhood
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $607K |
| Employer EIN | 861727711 |
| Plan Effective Date | 2020-01-01 |
| 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 Giombetti, M.D. Retirement Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Nbs Consulting Group LLC Defined Benefit Plan in IL ($2M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 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 (2 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.