Defined Benefit (Pension) · DOL Form 5500 · 2023

Michael W. Moats, M.D., Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
31st
Percentile by assets National rank
$406,680
Avg per participant High balance/head
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Official DOL plan name: Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan · Sponsored by Michael W. Moats, M.D., Inc. · California · Healthcare & Social Assistance

$2M in assets, 5 participants

Michael W. Moats, M.D., Inc.'s Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,178 in Healthcare & Social Assistance (17,684 peers)

Michael W. Moats, M.D., Inc. multi-year trail

Michael W. Moats, M.D., Inc.'s plans moved +23.3% in assets from 2022 to 2024; this filing shows Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan at $2M / 5 participants.

#5,178
in Healthcare & Social Assistance (17,684 peers)
+12.2%
assets growth YoY

Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$2,033,402 31st percentile higher than 31% 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

Michael W. Moats, 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. Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan reported net income rose from -$47K in the plan year 2022 filing to $218K in the plan year 2023 filing.
  • Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 205259275 · Michael W. Moats, M.D., Inc. PY 2023 · Defined Benefit (Pension)

Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan · $2M · 5 · 31st

  • NET $2M
  • NET 5
  • NET 31st
  • NET Defined Benefit (Pension)
  • NET near David Reimer Defined Benefit Plan
  • NET ind #5178

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 →

Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan in the asset neighbourhood

Operative Plasterers and Cement Masons Local 394 Pension Trust FundOperative Plasterers and Cem…$2MUrick Foundry Division of Ridge Tool Manufacturing Company Hourly Pension PlanUrick Foundry Division of Ri…$2MRetirement Plan for Hourly Paid Employees of Campbell Foundry CompanyRetirement Plan for Hourly P…$2MMichael W. Moats, M.D., Inc. Defined Benefit Pension PlanMichael W. Moats, M.D., Inc.…$2MDavid Reimer Defined Benefit PlanDavid Reimer Defined Benefit…$2M
End-of-year total assets ($M) among Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Michael W. Moats, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Michael W. Moats, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.33700610061911% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.81M $2.24M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 5 $2M

Michael W. Moats, M.D., Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$218K
Employer EIN205259275
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Michael W. Moats, M.D., 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 ($B) Participants Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan, Total assets ($B): 0.002033402 · Participants: 5Michael W. Moats, M.D., 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
Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Michael W. Moats, 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 David Reimer Defined Benefit Plan in FL ($2M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan grew at a solid clip - up 12.2% during 2023, from $2M to $2M. Reported net income was $218K.
How have Michael W. Moats, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael W. Moats, M.D., Inc.'s sponsor-wide assets grew 23.3%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is David Reimer Defined Benefit Plan in FL ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 205259275.

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.