Defined Benefit (Pension) · DOL Form 5500 · 2023

William R. Gallivan, Jr., M.D., Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$196,625
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopedic Institute - Gallivan Defined Benefit Pension Plan · Sponsored by William R. Gallivan, Jr., M.D., Inc. · California · Healthcare & Social Assistance

$1M in assets, 6 participants

William R. Gallivan, Jr., M.D., Inc.'s Orthopedic Institute - Gallivan Defined Benefit Pension Plan reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,759 in Healthcare & Social Assistance (17,684 peers)

William R. Gallivan, Jr., M.D., Inc. multi-year trail

William R. Gallivan, Jr., M.D., Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows Orthopedic Institute - Gallivan Defined Benefit Pension Plan at $1M / 6 participants.

#3,759
in Healthcare & Social Assistance (17,684 peers)
+23.2%
assets growth YoY

Orthopedic Institute - Gallivan Defined Benefit Pension Plan among the smaller filed plans by assets

Orthopedic Institute - Gallivan Defined Benefit Pension Plan vs every filed plan by assets

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

$1,179,748 25th percentile higher than 25% 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

Orthopedic Institute - Gallivan 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. Orthopedic Institute - Gallivan Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopedic Institute - Gallivan Defined Benefit Pension Plan reported net income rose from $175K in the plan year 2022 filing to $222K in the plan year 2023 filing.
  • Orthopedic Institute - Gallivan Defined Benefit Pension Plan end-of-year assets rose from $958K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Orthopedic Institute - Gallivan Defined Benefit Pension Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770451442 · William R. Gallivan, Jr., M.D., Inc. PY 2023 · Defined Benefit (Pension)

Orthopedic Institute - Gallivan Defined Benefit Pension Plan · $1M · 6 · 25th

  • BOY $1M
  • SCH 6
  • EBSA 25th
  • PART Defined Benefit (Pension)
  • TYPE near Flexcraft Industries, Inc. Defined Benefit Plan
  • NET ind #3759

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 →

Orthopedic Institute - Gallivan Defined Benefit Pension Plan in the asset neighbourhood

First Data Corporation Retirement PlanFirst Data Corporation Retir…$1MThe Massaro Group Pension TrustThe Massaro Group Pension Tr…$1MOrthopedic Institute - Gallivan Defined Benefit Pension PlanOrthopedic Institute - Galli…$1MFlexcraft Industries, Inc. Defined Benefit PlanFlexcraft Industries, Inc. D…$1MRefresco Union Employees' Retirement PlanRefresco Union Employees' Re…$1M
End-of-year total assets ($M) among Orthopedic Institute - Gallivan Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

William R. Gallivan, Jr., M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William R. Gallivan, Jr., M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.40354093703612% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.62M $3.55M ▲ +35.5%
Year Plans Participants Total Assets
2022 2 27 $3M
2023 2 27 $3M
2024 2 25 $4M

William R. Gallivan, Jr., M.D., Inc. filing trail (2023)

Total Assets (Beginning of Year)$958K
Net Assets (End of Year)$1M
Net Income$222K
Employer EIN770451442
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Orthopedic Institute - Gallivan 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 ($B) Participants Orthopedic Institute - Gallivan Defined Benefit Pension Plan, Total assets ($B): 0.001179748 · Participants: 6Orthopedic Institute - Gallivan 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
Orthopedic Institute - Gallivan Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Orthopedic Institute - Gallivan Defined Benefit Pension Plan side-by-side with 3 peers →

Orthopedic Institute - Gallivan 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 Flexcraft Industries, Inc. Defined Benefit Plan in NJ ($1M); by covered participants it is Performance Capital, LLC Cash Balance Plan in AZ (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Orthopedic Institute - Gallivan Defined Benefit Pension Plan assets move in 2023? ▼
Orthopedic Institute - Gallivan Defined Benefit Pension Plan grew sharply - up 23.2% during 2023, from $958K to $1M. Reported net income was $222K.
How have William R. Gallivan, Jr., M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William R. Gallivan, Jr., M.D., Inc.'s sponsor-wide assets grew 35.4%, from $3M to $4M.
Where does Orthopedic Institute - Gallivan Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Orthopedic Institute - Gallivan Defined Benefit Pension Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Orthopedic Institute - Gallivan Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Flexcraft Industries, Inc. Defined Benefit Plan in NJ ($1M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthopedic Institute - Gallivan Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Performance Capital, LLC Cash Balance Plan in AZ (6 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 770451442.

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.