Defined Benefit (Pension) · DOL Form 5500 · 2024

Caz Medical Advisors, LLC D/B/a Cazma, LLC Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
24th
Percentile by assets National rank
$118,314
Avg per participant Near avg balance/head
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Official DOL plan name: Cazma, LLC Cash Balance Pension Plan · Sponsored by Caz Medical Advisors, LLC D/B/a Cazma, LLC · Michigan · Professional & Technical Services

$1M in assets, 10 participants

Caz Medical Advisors, LLC D/B/a Cazma, LLC's Cazma, LLC Cash Balance Pension Plan reported $1M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,961 in Professional & Technical Services (20,173 peers)

Caz Medical Advisors, LLC D/B/a Cazma, LLC multi-year trail

Caz Medical Advisors, LLC D/B/a Cazma, LLC's plans moved +52.7% in assets from 2022 to 2024; this filing shows Cazma, LLC Cash Balance Pension Plan at $1M / 10 participants.

#3,961
in Professional & Technical Services (20,173 peers)
+18.0%
assets growth YoY

Cazma, LLC Cash Balance Pension Plan among the smaller filed plans by assets

Cazma, LLC Cash Balance Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,183,144 24th percentile higher than 24% of 123,620 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 2024

Cazma, LLC Cash Balance 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. Cazma, LLC Cash Balance Pension Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cazma, LLC Cash Balance Pension Plan reported participants rose from 7 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Cazma, LLC Cash Balance Pension Plan reported net income fell from $228K in the plan year 2023 filing to $180K in the plan year 2024 filing.
  • Cazma, LLC Cash Balance Pension Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 611426258 · Caz Medical Advisors, LLC D/B/a Cazma, LLC PY 2024 · Defined Benefit (Pension)

Cazma, LLC Cash Balance Pension Plan · $1M · 10 · 24th

  • BOOK $1M
  • VS-ST 10
  • BOY 24th
  • SCH Defined Benefit (Pension)
  • EBSA near F. Radich Motors, Inc Dba Elk Grove Honda Defined Benefit Plan
  • PART ind #3961

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Cazma, LLC Cash Balance Pension Plan in the asset neighbourhood

Ironworkers Local No. 6 Pension PlanIronworkers Local No. 6 Pens…$1MRancho Cordova Medical Clinic Cash Balance PlanRancho Cordova Medical Clini…$1MCazma, LLC Cash Balance Pension PlanCazma, LLC Cash Balance Pens…$1MF. Radich Motors, Inc Dba Elk Grove Honda Defined Benefit PlanF. Radich Motors, Inc Dba El…$1MDavid Sun, D.D.S., Inc. Pension PlanDavid Sun, D.D.S., Inc. Pens…$1M
End-of-year total assets ($M) among Cazma, LLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Caz Medical Advisors, LLC D/B/a Cazma, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Caz Medical Advisors, LLC D/B/a Cazma, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.67063673843335% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.77M $1.18M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 2 $775K
2023 1 7 $1M
2024 1 10 $1M

Caz Medical Advisors, LLC D/B/a Cazma, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$180K
Employer EIN611426258
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Michigan

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

Cazma, LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Cazma, LLC Cash Balance Pension Plan, Total assets ($B): 0.001183144 · Participants: 10Cazma, LLC Cash Balance Pension PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 42.453822995 · Participants: 15648General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 17.842898898 · Participants: 25742Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.116125366 · Participants: 8585Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 10.930410978 · Participants: 6888Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 10.255300049 · Participants: 12752Fca US LLC UAW Pension Agreement
Cazma, LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Cazma, LLC Cash Balance Pension Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest Defined Benefit (Pension) by assets is F. Radich Motors, Inc Dba Elk Grove Honda Defined Benefit Plan in CA ($1M); by covered participants it is Pension Plan for Hourly Paid Employees of Delta Star, Inc. in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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.

Frequently Asked Questions

How did Cazma, LLC Cash Balance Pension Plan assets move in 2024? ▼
Cazma, LLC Cash Balance Pension Plan grew sharply - up 18.0% during 2024, from $1M to $1M. Reported net income was $180K.
How have Caz Medical Advisors, LLC D/B/a Cazma, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caz Medical Advisors, LLC D/B/a Cazma, LLC's sponsor-wide assets grew 52.7%, from $775K to $1M.
Where does Cazma, LLC Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Cazma, LLC Cash Balance Pension Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Cazma, LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is F. Radich Motors, Inc Dba Elk Grove Honda Defined Benefit Plan in CA ($1M, 46 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cazma, LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly Paid Employees of Delta Star, Inc. in VA (10 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611426258.

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.