Defined Benefit (Pension) · DOL Form 5500 · 2024
Zvi Broitman Dental PC Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $763,178
- Avg per participant High balance/head
Official DOL plan name: Zvi Broitman Dental PC Retirement Plan · Sponsored by Zvi Broitman Dental PC · New York · Healthcare & Social Assistance
$2M in assets, 2 participants
Zvi Broitman Dental PC's Zvi Broitman Dental PC Retirement Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,002 in Healthcare & Social Assistance (16,916 peers)
Zvi Broitman Dental PC multi-year trail
Zvi Broitman Dental PC's plans moved +33.2% in assets from 2022 to 2024; this filing shows Zvi Broitman Dental PC Retirement Plan at $2M / 2 participants.
- #4,002
- in Healthcare & Social Assistance (16,916 peers)
- +16.1%
- assets growth YoY
Zvi Broitman Dental PC Retirement Plan among the smaller filed plans by assets
Zvi Broitman Dental PC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,526,355 27th percentile higher than 27% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Zvi Broitman Dental PC Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zvi Broitman Dental PC Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zvi Broitman Dental PC Retirement Plan reported net income rose from $169K in the plan year 2023 filing to $211K in the plan year 2024 filing.
- Zvi Broitman Dental PC Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 020607330 · Zvi Broitman Dental PC PY 2024 · Defined Benefit (Pension)
Zvi Broitman Dental PC Retirement Plan · $2M · 2 · 27th
- PART $2M
- PART 2
- PART 27th
- PART Defined Benefit (Pension)
- PART near James R. Ziegenbein Md Inc. Defined Benefit Pension Plan
- PART ind #4002
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 New York →
Zvi Broitman Dental PC Retirement Plan in the asset neighbourhood
Zvi Broitman Dental PC multi-year asset trail
Sponsor-wide plan assets over time
All Zvi Broitman Dental PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 33.23129456558457% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $2M |
Zvi Broitman Dental PC filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $211K |
| Employer EIN | 020607330 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Zvi Broitman Dental PC Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is James R. Ziegenbein Md Inc. Defined Benefit Pension Plan in CA ($2M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Avh Enterprises, Inc. Retirement Plan (VA) 2 · 0 off
- Tres Rios Retirement Plan Trust (PR) 2 · 0 off
- Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
- Marriagemax, Inc. Defined Benefit Plan & Trust (MD) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.