Defined Benefit (Pension) · DOL Form 5500 · 2023

Bass Medical Group, Inc. Pension Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
185
Participants Below avg headcount
84th
Percentile by assets National rank
$244,697
Avg per participant Above avg balance/head
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Official DOL plan name: Bass Cash Balance Plan · Sponsored by Bass Medical Group, Inc. · California · Healthcare & Social Assistance

$45M in assets, 185 participants

Bass Medical Group, Inc.'s Bass Cash Balance Plan reported $45M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,350 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Bass Cash Balance Plan covers 185 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $45M.

#15,350
in Healthcare & Social Assistance (17,684 peers)
+49.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bass Cash Balance Plan's outsized position by total assets

Bass Cash Balance Plan vs every filed plan by assets

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

$45,268,954 Top 16% higher than 84% 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

Bass Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bass Cash Balance Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bass Cash Balance Plan reported net income rose from -$1M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Bass Cash Balance Plan end-of-year assets rose from $30M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Bass Cash Balance Plan reported participants fell from 191 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 562605608 · Bass Medical Group, Inc. PY 2023 · Defined Benefit (Pension)

Bass Cash Balance Plan · $45M · 185 · 84th

  • 5500 $45M
  • 5500 185
  • 5500 84th
  • 5500 Defined Benefit (Pension)
  • 5500 near Warehouse Employees Union Local 169 and Employers Joint Pension Fund
  • 5500 ind #15350

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 →

Bass Cash Balance Plan in the asset neighbourhood

Eco Services Hourly Pension PlanEco Services Hourly Pension …$45MBass Cash Balance Plan$45MWarehouse Employees Union Local 169 and Employers Joint Pension FundWarehouse Employees Union Lo…$45MPerstorp Retirement Plan$45MWillamette Falls Hospital Pension PlanWillamette Falls Hospital Pe…$45M
End-of-year total assets ($M) among Bass Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$45M
Net Income$15M
Employer EIN562605608
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bass Medical Group, Inc.)

Sponsor-wide plan assets over time

All Bass Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$233M 56.518750457977674% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $149M $233M ▲ +56.5%
Year Plans Participants Total Assets
2022 3 1,410 $149M
2023 3 1,467 $198M
2024 3 1,569 $233M

Nearby Defined Benefit (Pension) Plans in California

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

Bass Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Bass Cash Balance Plan, Total assets ($B): 0.045268954 · Participants: 185Bass Cash Balance 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
Bass Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Bass Cash Balance Plan side-by-side with 3 peers →

Bass Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Warehouse Employees Union Local 169 and Employers Joint Pension Fund in PA ($45M); by covered participants it is Retirement Plan for Employees of Canton-Potsdam Hospital in NY (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Bass Cash Balance Plan assets move in 2023? ▼
Bass Cash Balance Plan surged - up 49.2% during 2023, from $30M to $45M. Reported net income was $15M.
How have Bass Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bass Medical Group, Inc.'s sponsor-wide assets grew 56.5%, from $149M to $233M.
Where does Bass Cash Balance Plan rank by assets among Form 5500 filers? ▼
Bass Cash Balance Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bass Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Warehouse Employees Union Local 169 and Employers Joint Pension Fund in PA ($45M, 328 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bass Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Canton-Potsdam Hospital in NY (185 participants, $38M 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 562605608.

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.