Defined Benefit (Pension) · DOL Form 5500 · 2024

Arthur Katz, M.D., S.C. Pension Plan

Data updated 2026-07-24

$4M
Total assets: 9
Participants: 37th
Percentile by assets: $421,102
Avg per participant

Official DOL plan name: Arthur Katz, M.D., S.C. Defined Benefit Plan · Sponsored by Arthur Katz, M.D., S.C. · Indiana · Healthcare & Social Assistance

$4M in assets, 9 participants

Arthur Katz, M.D., S.C.'s Arthur Katz, M.D., S.C. Defined Benefit Plan reported $4M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

37th percentile by assets (of 116,472 plans)

Arthur Katz, M.D., S.C. multi-year trail

Arthur Katz, M.D., S.C.'s plans moved -15.1% in assets from 2022 to 2024; this filing shows Arthur Katz, M.D., S.C. Defined Benefit Plan at $4M / 9 participants.

$4M
total plan assets (2024 EOY): 9
covered participants: 37th
percentile by assets (of 116,472 plans): $421,102
avg assets per participant

Arthur Katz, M.D., S.C. Defined Benefit Plan reported net income rose from -$2M in the plan year 2023 filing to $876K in the plan year 2024 filing.
Arthur Katz, M.D., S.C. Defined Benefit Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Arthur Katz, M.D., S.C. Defined Benefit Plan reported participants fell from 12 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Indiana

Industry

Healthcare & Social Assistance

Arthur Katz, M.D., S.C. across 3 plan years on file

Across the 3 plan years Arthur Katz, M.D., S.C. has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $4M, a decline of 15.1%, while reported participants moved from 12 to 9 (-25.0%). Peak year by sponsor assets: 2022 ($4M); trough: 2023 ($3M).

Arthur Katz, M.D., S.C. multi-year asset trail

Total plan assets by year, all Arthur Katz, M.D., S.C. plans on file

Year	Plans	Participants	Total Assets
2022	1	12	$4M
2023	1	12	$3M
2024	1	9	$4M

Arthur Katz, M.D., S.C. filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$876K
Employer EIN	363140314
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

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

Arthur Katz, M.D., S.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants

The Lilly Retirement Plan $11.8B · 19,897
Cummins Pension Plan $3.2B · 30,640
Indiana Laborers Pension Fund $1.8B · 11,039
Elevance Health Cash Balance Plan a $1.2B · 7,552
Nisource Pension Plan $1.0B · 2,133

Compare Arthur Katz, M.D., S.C. Defined Benefit … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Arthur Katz, M.D., S.C. Defined Benefit Plan by total assets, not by location.

Pension Plan of Centers for Youth and Families (AR) $4M · 13
Truck-Lite Pennsylvania Non-Exempt Employees Pension Plan (PA) $4M · 114
Turley Dental Corporation Defined Benefit Pension Plan (CA) $4M · 12
Ken Turton, Incorporated Defined Benefit Pension Plan (CA) $4M · 4

Frequently Asked Questions

How did Arthur Katz, M.D., S.C. Defined Benefit Plan assets move in 2024? ▼

Arthur Katz, M.D., S.C. Defined Benefit Plan surged - up 30.1% during 2024, from $3M to $4M. Reported net income was $876K.

How have Arthur Katz, M.D., S.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Arthur Katz, M.D., S.C.'s sponsor-wide assets declined 15.1%, from $4M to $4M.

Which Defined Benefit (Pension) plans are similar in size to Arthur Katz, M.D., S.C. Defined Benefit Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of Centers for Youth and Families in AR ($4M, 13 participants).

Next read for Arthur Katz, M.D., S.C. Defined Benefit …

Multi-year trail

Ways to act on Arthur Katz, M.D., S.C. Defined Benefit Plan's numbers.

By total assets, Arthur Katz, M.D., S.C. Defined Benefit Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Indiana. Compare plans
Arthur Katz, M.D., S.C.'s sponsor-wide assets have declined 15.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 363140314.

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.