Defined Benefit (Pension) · DOL Form 5500 · 2023

P. Richard Emmanuel, M.D., Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 2
Participants Small participant base: 42nd
Percentile by assets National rank: $2.2M
Avg per participant High balance/head

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Official DOL plan name: P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan · Sponsored by P. Richard Emmanuel, M.D., Inc. · California · Healthcare & Social Assistance

$4M in assets, 2 participants

P. Richard Emmanuel, M.D., Inc.'s P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#7,955 in Healthcare & Social Assistance (17,684 peers)

P. Richard Emmanuel, M.D., Inc. multi-year trail

P. Richard Emmanuel, M.D., Inc.'s plans moved +43.5% in assets from 2022 to 2024; this filing shows P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan at $4M / 2 participants.

#7,955
in Healthcare & Social Assistance (17,684 peers): +18.8%
assets growth YoY

P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$4,345,712 42nd percentile higher than 42% 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

P. Richard Emmanuel 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. P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan reported net income rose from $188K in the plan year 2022 filing to $689K in the plan year 2023 filing.
P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 300144445 · P. Richard Emmanuel, M.D., Inc. PY 2023 · Defined Benefit (Pension)

P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan · $4M · 2 · 42nd

EIN $4M
RANK 2
PHOTO 42nd
IND Defined Benefit (Pension)
EOY near Minnkota Power Cooperative, Inc. Employees Pension Plan -Plan a
5500 ind #7955

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 →

End-of-year total assets ($M) among P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

P. Richard Emmanuel, M.D., Inc. multi-year asset trail

Latest sponsor-wide plan assets: $5M 43.467080693031136% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$4M
2023	1	2	$4M
2024	1	2	$5M

P. Richard Emmanuel, M.D., Inc. filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$689K
Employer EIN	300144445
Plan Effective Date	2003-01-01
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.

P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

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

Compare P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

P. Richard Emmanuel 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 Minnkota Power Cooperative, Inc. Employees Pension Plan -Plan a in ND ($4M); 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 ($4M here).

Minnkota Power Cooperative, Inc. Employees Pension Plan -Plan a (ND) $4M · 289
Retirement Plan for Employees of Cascade Pole and Lumber Company () $4M · 93
Aar Corp. Retirement Plan (IL) $4M · 320
Oneaz Credit Union Defined Benefit Pension Plan (AZ) $4M · 80

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Lipsius-Benhaim Law LLP Cash Balance Plan (NY) 2 · 0 off
Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan (PA) 2 · 0 off
Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
Sham M. Vengurlekar, M.D., P.C. Defined Benefit Pension Plan (AZ) 2 · 0 off

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 P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan assets move in 2023? ▼

P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan grew sharply - up 18.8% during 2023, from $4M to $4M. Reported net income was $689K.

How have P. Richard Emmanuel, M.D., Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), P. Richard Emmanuel, M.D., Inc.'s sponsor-wide assets grew 43.5%, from $4M to $5M.

Which Defined Benefit (Pension) plans are similar in size to P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Minnkota Power Cooperative, Inc. Employees Pension Plan -Plan a in ND ($4M, 289 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to P. Richard Emmanuel M.D., Inc. Defined Benefit Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 300144445.