Defined Benefit (Pension) · DOL Form 5500 · 2024
Benjamin Broukhim, M.D., Inc. Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $521,138
- Avg per participant High balance/head
Official DOL plan name: Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan · Sponsored by Benjamin Broukhim, M.D., Inc. · California · Healthcare & Social Assistance
$5M in assets, 9 participants
Benjamin Broukhim, M.D., Inc.'s Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan reported $5M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #7,365 in Healthcare & Social Assistance (16,916 peers)
Benjamin Broukhim, M.D., Inc. multi-year trail
Benjamin Broukhim, M.D., Inc.'s plans moved +53.5% in assets from 2022 to 2024; this filing shows Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan at $5M / 9 participants.
- #7,365
- in Healthcare & Social Assistance (16,916 peers)
- -30.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,690,238 41st percentile higher than 41% 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
Benjamin Broukhim, M.D., Inc. Defined Benefit Pension 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. Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan end-of-year assets fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 954350820 · Benjamin Broukhim, M.D., Inc. PY 2024 · Defined Benefit (Pension)
Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan · $5M · 9 · 41st
- ASSETS $5M
- ASSETS 9
- ASSETS 41st
- ASSETS Defined Benefit (Pension)
- ASSETS near Magellan Transport Logistics Cash Balance Pension Plan
- ASSETS ind #7365
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 →
Benjamin Broukhim, M.D., Inc. Defined Benefit Pension Plan in the asset neighbourhood
Benjamin Broukhim, M.D., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Benjamin Broukhim, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 53.52432567475019% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 23 | $6M |
| 2023 | 2 | 23 | $8M |
| 2024 | 2 | 23 | $10M |
Benjamin Broukhim, M.D., Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 954350820 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Benjamin Broukhim, M.D., Inc. 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 Magellan Transport Logistics Cash Balance Pension Plan in FL ($5M); by covered participants it is Hillenbrand, Inc. Pension Plan in IN (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.