Defined Benefit (Pension) · DOL Form 5500 · 2023

Gould Medical Group, Inc. Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
134
Participants Small participant base
81st
Percentile by assets National rank
$251,168
Avg per participant Above avg balance/head
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Official DOL plan name: Gould Medical Group, Inc. Cash Balance Pension Plan · Sponsored by Gould Medical Group, Inc. · California · Healthcare & Social Assistance

$34M in assets, 134 participants

Gould Medical Group, Inc.'s Gould Medical Group, Inc. Cash Balance Pension Plan reported $34M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,795 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Gould Medical Group, Inc. Cash Balance Pension Plan covers 134 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $34M.

#14,795
in Healthcare & Social Assistance (17,684 peers)
+7.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gould Medical Group, Inc. Cash Balance Pension Plan's outsized position by total assets

Gould Medical Group, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$33,656,543 Top 19% higher than 81% 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

Gould Medical Group, Inc. Cash Balance Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gould Medical Group, Inc. Cash Balance Pension Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gould Medical Group, Inc. Cash Balance Pension Plan reported net income fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Gould Medical Group, Inc. Cash Balance Pension Plan reported participants rose from 117 in the plan year 2022 filing to 134 in the plan year 2023 filing.
  • Gould Medical Group, Inc. Cash Balance Pension Plan end-of-year assets rose from $31M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942151374 · Gould Medical Group, Inc. PY 2023 · Defined Benefit (Pension)

Gould Medical Group, Inc. Cash Balance Pension Plan · $34M · 134 · 81st

  • NET $34M
  • NET 134
  • NET 81st
  • NET Defined Benefit (Pension)
  • NET near Centris Federal Credit Union Retirement Plan
  • NET ind #14795

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 →

Gould Medical Group, Inc. Cash Balance Pension Plan in the asset neighbourhood

Knauf Retirement Plan for Union EmployeesKnauf Retirement Plan for Un…$34MGould Medical Group, Inc. Cash Balance Pension PlanGould Medical Group, Inc. Ca…$34MCentris Federal Credit Union Retirement PlanCentris Federal Credit Union…$34MUnited Assn of Plumbers and Steamfitters 521 Pension FundUnited Assn of Plumbers and …$34MPremcor Pension Plan for Certain Union EmployeesPremcor Pension Plan for Cer…$34M
End-of-year total assets ($M) among Gould Medical Group, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$2M
Employer EIN942151374
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gould Medical Group, Inc.)

Sponsor-wide plan assets over time

All Gould Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$483M 34.6463333293541% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $359M $483M ▲ +34.6%
Year Plans Participants Total Assets
2022 2 540 $359M
2023 2 560 $427M
2024 2 595 $483M

Nearby Defined Benefit (Pension) Plans in California

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

Gould Medical Group, Inc. 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 ($B) Participants Gould Medical Group, Inc. Cash Balance Pension Plan, Total assets ($B): 0.033656543 · Participants: 134Gould Medical Group, Inc. 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
Gould Medical Group, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Gould Medical Group, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Gould Medical Group, Inc. 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 Centris Federal Credit Union Retirement Plan in NE ($34M); by covered participants it is Mackay Communications, Inc. Employees' Pension Plan and Trust in NC (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Gould Medical Group, Inc. Cash Balance Pension Plan assets move in 2023? ▼
Gould Medical Group, Inc. Cash Balance Pension Plan grew at a solid clip - up 7.7% during 2023, from $31M to $34M. Reported net income was $2M.
How have Gould Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gould Medical Group, Inc.'s sponsor-wide assets grew 34.6%, from $359M to $483M.
Where does Gould Medical Group, Inc. Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Gould Medical Group, Inc. Cash Balance Pension Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Gould Medical Group, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Centris Federal Credit Union Retirement Plan in NE ($34M, 56 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Gould Medical Group, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mackay Communications, Inc. Employees' Pension Plan and Trust in NC (134 participants, $29M 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 942151374.

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.