Defined Benefit (Pension) · DOL Form 5500 · 2023

Robert J. Kostial, D.D.S., P.C. Pension Plan

Data updated 2026-08-25

$432K
Total assets Small plan by assets: 2
Participants Small participant base: 17th
Percentile by assets National rank: $216,077
Avg per participant Above avg balance/head

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Official DOL plan name: Robert J. Kostial, Dds PC Defined Benefit Plan · Sponsored by Robert J. Kostial, D.D.S., P.C. · Arizona · Healthcare & Social Assistance

$432K in assets, 2 participants

Robert J. Kostial, D.D.S., P.C.'s Robert J. Kostial, Dds PC Defined Benefit Plan reported $432K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

#2,127 in Healthcare & Social Assistance (17,684 peers)

Robert J. Kostial, D.D.S., P.C. multi-year trail

Robert J. Kostial, D.D.S., P.C.'s plans moved -26.9% in assets from 2022 to 2023; this filing shows Robert J. Kostial, Dds PC Defined Benefit Plan at $432K / 2 participants.

#2,127
in Healthcare & Social Assistance (17,684 peers): -26.9%
assets change YoY

The plan reported a net loss of $159K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert J. Kostial, Dds PC Defined Benefit Plan among the smaller filed plans by assets

Robert J. Kostial, Dds PC Defined Benefit Plan vs every filed plan by assets

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

$432,154 17th percentile higher than 17% 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

Robert J. Kostial, Dds PC Defined Benefit 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. Robert J. Kostial, Dds PC Defined Benefit Plan is a micro filing (2 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%)

Robert J. Kostial, Dds PC Defined Benefit Plan reported net income fell from -$89K in the plan year 2022 filing to -$159K in the plan year 2023 filing.
Robert J. Kostial, Dds PC Defined Benefit Plan end-of-year assets fell from $592K in the plan year 2022 filing to $432K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860845128 · Robert J. Kostial, D.D.S., P.C. PY 2023 · Defined Benefit (Pension)

Robert J. Kostial, Dds PC Defined Benefit Plan · $432K · 2 · 17th

TYPE $432K
NET 2
BOOK 17th
VS-ST Defined Benefit (Pension)
BOY near Aras Productions Inc Defined Benefit Pension Plan
SCH ind #2127

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 Arizona →

End-of-year total assets ($M) among Robert J. Kostial, Dds PC Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Robert J. Kostial, D.D.S., P.C. multi-year asset trail

Latest sponsor-wide plan assets: $432K 26.947952059773144% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$592K
2023	1	2	$432K

Robert J. Kostial, D.D.S., P.C. filing trail (2023)

Total Assets (Beginning of Year)	$592K
Net Assets (End of Year)	$432K
Net Income	-$159K
Employer EIN	860845128
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

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

Robert J. Kostial, Dds PC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants

Pinnacle West Capital Corporation Retirement Plan $3.3B · 5,824
Salt River Project Employees' Retirement Plan $2.8B · 4,790
Freeport Minerals Corporation Retirement Plan $1.4B · 2,597
Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
Avnet Pension Plan $501M · 2,483

Compare Robert J. Kostial, Dds PC Defined Benefit Plan side-by-side with 3 peers →

Robert J. Kostial, Dds PC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Aras Productions Inc Defined Benefit Pension Plan in CA ($428K); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($432K here).

Aras Productions Inc Defined Benefit Pension Plan (CA) $428K · 2
Kelly-Springfield Puerto Rico, Inc. Retirement Plan for Salaried Employees (OH) $438K · N/A
Hou J. Yen, Cpa a Professional Corporation Defined Benefit Pension Plan (CA) $424K · 4
Best Day Ever Inc Defined Benefit Pension Plan (CA) $423K · 4

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Lipsius-Benhaim Law LLP Cash Balance Plan (NY) 2 · 0 off
Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan (PA) 2 · 0 off
Baby Dream LLC Defined Benefit Pension Plan (CA) 2 · 0 off
Sterling Builder Group, Inc. DB Plan (GA) 2 · 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 Robert J. Kostial, Dds PC Defined Benefit Plan assets move in 2023? ▼

Robert J. Kostial, Dds PC Defined Benefit Plan declined sharply - down 26.9% during 2023, from $592K to $432K. Reported net income was -$159K.

How have Robert J. Kostial, D.D.S., P.C. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Robert J. Kostial, D.D.S., P.C.'s sponsor-wide assets declined 26.9%, from $592K to $432K.

Where does Robert J. Kostial, Dds PC Defined Benefit Plan rank by assets among Form 5500 filers? ▼

Robert J. Kostial, Dds PC Defined Benefit Plan ranks in the 17th 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 Robert J. Kostial, Dds PC Defined Benefit Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Aras Productions Inc Defined Benefit Pension Plan in CA ($428K, 2 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Robert J. Kostial, Dds PC Defined Benefit Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 860845128.