Defined Benefit (Pension) · DOL Form 5500 · 2023

Bertha Cabrera, M.D., S.C. Pension Plan

Data updated 2026-08-25

$906K
Total assets Small plan by assets: 2
Participants Small participant base: 23rd
Percentile by assets National rank: $452,951
Avg per participant High balance/head

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Official DOL plan name: Bertha Cabrera, M.D., S.C. Retirement Plan and Trust · Sponsored by Bertha Cabrera, M.D., S.C. · Illinois · Healthcare & Social Assistance

$906K in assets, 2 participants

Bertha Cabrera, M.D., S.C.'s Bertha Cabrera, M.D., S.C. Retirement Plan and Trust reported $906K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

#3,263 in Healthcare & Social Assistance (17,684 peers)

Bertha Cabrera, M.D., S.C. multi-year trail

Bertha Cabrera, M.D., S.C.'s plans moved +21.5% in assets from 2022 to 2024; this filing shows Bertha Cabrera, M.D., S.C. Retirement Plan and Trust at $906K / 2 participants.

#3,263
in Healthcare & Social Assistance (17,684 peers): +13.7%
assets growth YoY

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust among the smaller filed plans by assets

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust vs every filed plan by assets

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

$905,902 23rd percentile higher than 23% 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

Bertha Cabrera, M.D., S.C. Retirement Plan and 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. Bertha Cabrera, M.D., S.C. Retirement Plan and Trust 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%)

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust reported net income rose from -$123K in the plan year 2022 filing to $109K in the plan year 2023 filing.
Bertha Cabrera, M.D., S.C. Retirement Plan and Trust end-of-year assets rose from $797K in the plan year 2022 filing to $906K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364431635 · Bertha Cabrera, M.D., S.C. PY 2023 · Defined Benefit (Pension)

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust · $906K · 2 · 23rd

EIN $906K
EIN 2
EIN 23rd
EIN Defined Benefit (Pension)
EIN near Twin Securities, Inc. Cash Balance Plan
EIN ind #3263

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 Illinois →

End-of-year total assets ($M) among Bertha Cabrera, M.D., S.C. Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Bertha Cabrera, M.D., S.C. multi-year asset trail

Latest sponsor-wide plan assets: $969K 21.51989892767482% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$797K
2023	1	2	$906K
2024	1	2	$969K

Bertha Cabrera, M.D., S.C. filing trail (2023)

Total Assets (Beginning of Year)	$797K
Net Assets (End of Year)	$906K
Net Income	$109K
Employer EIN	364431635
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

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

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
John Deere Pension Plan for Salaried Employees $8.0B · 16,346
Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382

Compare Bertha Cabrera, M.D., S.C. Retirement Plan and Trust side-by-side with 3 peers →

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Twin Securities, Inc. Cash Balance Plan in NY ($905K); 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 ($906K here).

Twin Securities, Inc. Cash Balance Plan (NY) $905K · 4
Sopo Asset Management, Inc. Pension Plan (CA) $904K · 5
Social Studies Defined Benefit Pension Plan (NY) $904K · 2
Employees Retirement Plan of Roofers Union Local 8 Welfare Fund (NY) $900K · 4

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
Baby Dream LLC Defined Benefit Pension Plan (CA) 2 · 0 off
Sterling Builder Group, Inc. DB Plan (GA) 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 Bertha Cabrera, M.D., S.C. Retirement Plan and Trust assets move in 2023? ▼

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust grew at a solid clip - up 13.7% during 2023, from $797K to $906K. Reported net income was $109K.

How have Bertha Cabrera, M.D., S.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bertha Cabrera, M.D., S.C.'s sponsor-wide assets grew 21.5%, from $797K to $969K.

Where does Bertha Cabrera, M.D., S.C. Retirement Plan and Trust rank by assets among Form 5500 filers? ▼

Bertha Cabrera, M.D., S.C. Retirement Plan and Trust ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Bertha Cabrera, M.D., S.C. Retirement Plan and Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Twin Securities, Inc. Cash Balance Plan in NY ($905K, 4 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Bertha Cabrera, M.D., S.C. Retirement Plan and Trust? ▼

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 364431635.