Defined Benefit (Pension) · DOL Form 5500 · 2024

Jalpan Shah Dds Mds, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
35th
Percentile by assets National rank
$301,991
Avg per participant High balance/head
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Official DOL plan name: Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan · Sponsored by Jalpan Shah Dds Mds, Inc. · California · Healthcare & Social Assistance

$3M in assets, 11 participants

Jalpan Shah Dds Mds, Inc.'s Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan reported $3M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,099 in Healthcare & Social Assistance (16,916 peers)

Jalpan Shah Dds Mds, Inc. multi-year trail

Jalpan Shah Dds Mds, Inc.'s plans moved +33.3% in assets from 2022 to 2024; this filing shows Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan at $3M / 11 participants.

#6,099
in Healthcare & Social Assistance (16,916 peers)
+7.9%
assets growth YoY

Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$3,321,896 35th percentile higher than 35% 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

Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan reported net income rose from $85K in the plan year 2022 filing to $244K in the plan year 2024 filing.
  • Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2024 filing.
  • Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan reported participants fell from 14 in the plan year 2022 filing to 11 in the plan year 2024 filing.

See the national 2022→2024 release diff →

DOL schedule card

Filing strip 261659147 · Jalpan Shah Dds Mds, Inc. PY 2024 · Defined Benefit (Pension)

Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan · $3M · 11 · 35th

  • VS-ST $3M
  • VS-ST 11
  • VS-ST 35th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Terrill & Waldrop PLLC Cash Balance Plan and Trust
  • VS-ST ind #6099

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 →

Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Gpi Engineers & Builders, Inc. Defined Benefit Pension PlanGpi Engineers & Builders, In…$3MJalpan Shah Dds Mds, Inc. Defined Benefit Pension PlanJalpan Shah Dds Mds, Inc. De…$3MTerrill & Waldrop PLLC Cash Balance Plan and TrustTerrill & Waldrop PLLC Cash …$3MTeamsters Local 418 Pension PlanTeamsters Local 418 Pension …$3MAla Lithographic Industry Pension PlanAla Lithographic Industry Pe…$3M
End-of-year total assets ($M) among Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Jalpan Shah Dds Mds, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jalpan Shah Dds Mds, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.28946386426359% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 20222024 $2.49M $3.32M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 14 $2M
2024 1 11 $3M

Jalpan Shah Dds Mds, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$244K
Employer EIN261659147
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.003321896 · Participants: 11Jalpan Shah Dds Mds, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Jalpan Shah Dds Mds, 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 Terrill & Waldrop PLLC Cash Balance Plan and Trust in TX ($3M); by covered participants it is The Shoulder Clinic of Idaho, PLLC Cash Balance Plan in ID (11 participants). Same-state nearby plans are listed separately above.

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 Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan grew at a solid clip - up 7.9% during 2024, from $3M to $3M. Reported net income was $244K.
How have Jalpan Shah Dds Mds, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Jalpan Shah Dds Mds, Inc.'s sponsor-wide assets grew 33.3%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Terrill & Waldrop PLLC Cash Balance Plan and Trust in TX ($3M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Shoulder Clinic of Idaho, PLLC Cash Balance Plan in ID (11 participants, $198K 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 261659147.

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.