Defined Benefit (Pension) · DOL Form 5500 · 2023

Mid Valley Dental Care - Northridge Pension Plan

Data updated 2026-08-25

$730K
Total assets Small plan by assets
11
Participants Small participant base
21st
Percentile by assets National rank
$66,384
Avg per participant Below avg balance/head
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Official DOL plan name: Mid Valley Dental Care - Northridge Cash Balance Pension Plan · Sponsored by Mid Valley Dental Care - Northridge · California · Healthcare & Social Assistance

$730K in assets, 11 participants

Mid Valley Dental Care - Northridge's Mid Valley Dental Care - Northridge Cash Balance Pension Plan reported $730K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,913 in Healthcare & Social Assistance (17,684 peers)

Mid Valley Dental Care - Northridge multi-year trail

Mid Valley Dental Care - Northridge's plans moved +62.4% in assets from 2023 to 2024; this filing shows Mid Valley Dental Care - Northridge Cash Balance Pension Plan at $730K / 11 participants.

#2,913
in Healthcare & Social Assistance (17,684 peers)
+45.0%
assets growth YoY

Mid Valley Dental Care - Northridge Cash Balance Pension Plan among the smaller filed plans by assets

Mid Valley Dental Care - Northridge Cash Balance Pension Plan vs every filed plan by assets

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

$730,224 21st percentile higher than 21% 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

Mid Valley Dental Care - Northridge Cash Balance Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mid Valley Dental Care - Northridge Cash Balance Pension Plan is a small filing (11 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 954219569 · Mid Valley Dental Care - Northridge PY 2023 · Defined Benefit (Pension)

Mid Valley Dental Care - Northridge Cash Balance Pension Plan · $730K · 11 · 21st

  • BOOK $730K
  • VS-ST 11
  • BOY 21st
  • SCH Defined Benefit (Pension)
  • EBSA near Cw Funding LLC Pension Plan and Trust
  • PART ind #2913

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 →

Mid Valley Dental Care - Northridge Cash Balance Pension Plan in the asset neighbourhood

Jill Miller & Associates, P.C. Cash Balance PlanJill Miller & Associates, P.…$738KMid Valley Dental Care - Northridge Cash Balance Pension PlanMid Valley Dental Care - Nor…$730KCw Funding LLC Pension Plan and TrustCw Funding LLC Pension Plan …$732KWaheguru-Jatt, LLC Pension PlanWaheguru-Jatt, LLC Pension P…$727KMacarthur Company Union Factory Pension PlanMacarthur Company Union Fact…$734K
End-of-year total assets ($M) among Mid Valley Dental Care - Northridge Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Mid Valley Dental Care - Northridge multi-year asset trail

Sponsor-wide plan assets over time

All Mid Valley Dental Care - Northridge plans reported in each filing year

Latest sponsor-wide plan assets
$1M 62.41317732640943% vs 2023
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 20232024 $0.73M $1.19M ▲ +63.0%
Year Plans Participants Total Assets
2023 1 11 $730K
2024 2 45 $1M

Mid Valley Dental Care - Northridge filing trail (2023)

Total Assets (Beginning of Year)$504K
Net Assets (End of Year)$730K
Net Income$227K
Employer EIN954219569
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Mid Valley Dental Care - Northridge 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 ($B) Participants Mid Valley Dental Care - Northridge Cash Balance Pension Plan, Total assets ($B): 0.000730224 · Participants: 11Mid Valley Dental Care - Northridge 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
Mid Valley Dental Care - Northridge Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Mid Valley Dental Care - Northridge 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 Cw Funding LLC Pension Plan and Trust in NY ($732K); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Mid Valley Dental Care - Northridge Cash Balance Pension Plan assets move in 2023? ▼
Mid Valley Dental Care - Northridge Cash Balance Pension Plan surged - up 45.0% during 2023, from $504K to $730K. Reported net income was $227K.
How have Mid Valley Dental Care - Northridge plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mid Valley Dental Care - Northridge's sponsor-wide assets grew 62.4%, from $730K to $1M.
Where does Mid Valley Dental Care - Northridge Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Mid Valley Dental Care - Northridge Cash Balance Pension Plan ranks in the 21st 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 Mid Valley Dental Care - Northridge Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cw Funding LLC Pension Plan and Trust in NY ($732K, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mid Valley Dental Care - Northridge Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants, $3M in assets).