Defined Benefit (Pension) · DOL Form 5500 · 2024

Capital Advanced Surgery a Professional Corp. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Capital Advanced Surgery a Professional Corp. Pension Plan · Sponsored by Capital Advanced Surgery a Professional Corp. · California · Healthcare & Social Assistance

$3M in assets, 2 participants

Capital Advanced Surgery a Professional Corp.'s Capital Advanced Surgery a Professional Corp. Pension Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,375 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Capital Advanced Surgery a Professional Corp. Pension Plan holds $3M for 2 participants - about $1.3M per participant, in the lower half of filed plans by assets.

#5,375
in Healthcare & Social Assistance (16,916 peers)
-3.0%
assets change YoY

The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital Advanced Surgery a Professional Corp. Pension Plan among the smaller filed plans by assets

Capital Advanced Surgery a Professional Corp. Pension Plan vs every filed plan by assets

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

$2,602,233 32nd percentile higher than 32% 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

Capital Advanced Surgery a Professional Corp. 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. Capital Advanced Surgery a Professional Corp. Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capital Advanced Surgery a Professional Corp. Pension Plan reported net income fell from $11K in the plan year 2023 filing to -$80K in the plan year 2024 filing.
  • Capital Advanced Surgery a Professional Corp. Pension Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 454753717 · Capital Advanced Surgery a Professional Corp. PY 2024 · Defined Benefit (Pension)

Capital Advanced Surgery a Professional Corp. Pension Plan · $3M · 2 · 32nd

  • IND $3M
  • IND 2
  • IND 32nd
  • IND Defined Benefit (Pension)
  • IND near Cleveland Soft Drink Workers Pension Plan
  • IND ind #5375

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 →

Capital Advanced Surgery a Professional Corp. Pension Plan in the asset neighbourhood

Cleveland Soft Drink Workers Pension PlanCleveland Soft Drink Workers…$3MCapital Advanced Surgery a Professional Corp. Pension PlanCapital Advanced Surgery a P…$3MAnne Silva Retirement Plan and TrustAnne Silva Retirement Plan a…$3MMmx Management Cash Balance PlanMmx Management Cash Balance …$3MLaw Companies Group, Inc. Pension PlanLaw Companies Group, Inc. Pe…$3M
End-of-year total assets ($M) among Capital Advanced Surgery a Professional Corp. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$80K
Employer EIN454753717
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Advanced Surgery a Professional Corp.)

Sponsor-wide plan assets over time

All Capital Advanced Surgery a Professional Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.5596216566376717% vs 2022
2024 filing year
$2.55M$2.6M$2.65M$2.7M 202220232024 $2.67M $2.6M ▼ -2.6%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $3M

Nearby Defined Benefit (Pension) Plans in California

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

Capital Advanced Surgery a Professional Corp. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Capital Advanced Surgery a Professional Corp. Pension Plan, Total assets ($B): 0.002602233 · Participants: 2Capital Advanced Surgery a Professional Corp. 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
Capital Advanced Surgery a Professional Corp. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Capital Advanced Surgery a Professional Corp. Pension Plan side-by-side with 3 peers →

Capital Advanced Surgery a Professional Corp. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Cleveland Soft Drink Workers Pension Plan in OH ($3M); 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 ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Capital Advanced Surgery a Professional Corp. Pension Plan assets move in 2024? ▼
Capital Advanced Surgery a Professional Corp. Pension Plan edged down modestly - down 3.0% during 2024, from $3M to $3M. Reported net income was -$80K.
How have Capital Advanced Surgery a Professional Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Advanced Surgery a Professional Corp.'s sponsor-wide assets declined 2.6%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Capital Advanced Surgery a Professional Corp. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cleveland Soft Drink Workers Pension Plan in OH ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Capital Advanced Surgery a Professional Corp. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 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 454753717.

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.