Defined Benefit (Pension) · DOL Form 5500 · 2023

Cary D. Alberstone, M.D., a Professional Corporation Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 3
Participants Small participant base: 33rd
Percentile by assets National rank: $802,881
Avg per participant High balance/head

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Official DOL plan name: Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan · Sponsored by Cary D. Alberstone, M.D., a Professional Corporation · California · Healthcare & Social Assistance

$2M in assets, 3 participants

Cary D. Alberstone, M.D., a Professional Corporation's Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

#5,715 in Healthcare & Social Assistance (17,684 peers)

Cary D. Alberstone, M.D., a Professional Corporation multi-year trail

Cary D. Alberstone, M.D., a Professional Corporation's plans moved +162.5% in assets from 2022 to 2024; this filing shows Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan at $2M / 3 participants.

#5,715
in Healthcare & Social Assistance (17,684 peers): +21.5%
assets growth YoY

Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan among the smaller filed plans by assets

Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan vs every filed plan by assets

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

$2,408,642 33rd percentile higher than 33% 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

Cary D. Alberstone, M.D., Apc 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. Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan is a micro filing (3 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%)

Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan reported net income rose from -$296K in the plan year 2022 filing to $426K in the plan year 2023 filing.
Cary D. Alberstone, M.D., Apc 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 →

EBSA filing schedule strip

Filing strip 770577646 · Cary D. Alberstone, M.D., a Professional Corporation PY 2023 · Defined Benefit (Pension)

Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan · $2M · 3 · 33rd

PCT $2M
EIN 3
RANK 33rd
PHOTO Defined Benefit (Pension)
IND near Anne Silva Retirement Plan and Trust
EOY ind #5715

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 Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Cary D. Alberstone, M.D., a Professional Corporation multi-year asset trail

Latest sponsor-wide plan assets: $5M 162.52176715236476% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$2M
2023	1	3	$2M
2024	2	8	$5M

Cary D. Alberstone, M.D., a Professional Corporation filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$426K
Employer EIN	770577646
Plan Effective Date	2012-01-01
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.

Cary D. Alberstone, M.D., Apc 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 Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan side-by-side with 3 peers →

Cary D. Alberstone, M.D., Apc 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 Anne Silva Retirement Plan and Trust in NY ($2M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Anne Silva Retirement Plan and Trust (NY) $2M · 4
Great American Holding Co., Inc. Defined Benefit Plan (AZ) $2M · 9
Battenfeld American, Inc. Amended Pension Plan (NY) $2M · 12
Camp Greystone, LLC Cash Balance Plan (NC) $2M · 23

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cape Cod Management, LLC Defined Benefit Pension Plan (TX) 3 · 0 off
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan (AZ) 3 · 0 off
Tremond Alloys and Metals Corp. Pension Plan (NY) 3 · 0 off
Tremond Alloys and Metals Corp. Pension Plan (NY) 3 · 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 Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan assets move in 2023? ▼

Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan grew sharply - up 21.5% during 2023, from $2M to $2M. Reported net income was $426K.

How have Cary D. Alberstone, M.D., a Professional Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cary D. Alberstone, M.D., a Professional Corporation's sponsor-wide assets grew 162.5%, from $2M to $5M.

Which Defined Benefit (Pension) plans are similar in size to Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Anne Silva Retirement Plan and Trust in NY ($2M, 4 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants, N/A 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 770577646.