Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
37th
Percentile by assets National rank
$421,102
Avg per participant High balance/head
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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.

  • #6,564 in Healthcare & Social Assistance (16,916 peers)

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.

#6,564
in Healthcare & Social Assistance (16,916 peers)
+30.1%
assets growth YoY

Arthur Katz, M.D., S.C. Defined Benefit Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Arthur Katz, M.D., S.C. Defined Benefit Plan vs every filed plan by assets

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

$3,789,916 37th percentile higher than 37% 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

Arthur Katz, M.D., S.C. Defined Benefit 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. Arthur Katz, M.D., S.C. Defined Benefit Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 363140314 · Arthur Katz, M.D., S.C. PY 2024 · Defined Benefit (Pension)

Arthur Katz, M.D., S.C. Defined Benefit Plan · $4M · 9 · 37th

  • RANK $4M
  • RANK 9
  • RANK 37th
  • RANK Defined Benefit (Pension)
  • RANK near Pension Plan of Centers for Youth and Families
  • RANK ind #6564

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 Indiana →

Arthur Katz, M.D., S.C. Defined Benefit Plan in the asset neighbourhood

Pension Plan of Centers for Youth and FamiliesPension Plan of Centers for …$4MTruck-Lite Pennsylvania Non-Exempt Employees Pension PlanTruck-Lite Pennsylvania Non-…$4MKen Turton, Incorporated Defined Benefit Pension PlanKen Turton, Incorporated Def…$4MArthur Katz, M.D., S.C. Defined Benefit PlanArthur Katz, M.D., S.C. Defi…$4MTurley Dental Corporation Defined Benefit Pension PlanTurley Dental Corporation De…$4M
End-of-year total assets ($M) among Arthur Katz, M.D., S.C. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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

Sponsor-wide plan assets over time

All Arthur Katz, M.D., S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 15.0718342380587% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $4.46M $3.79M ▼ -15.0%
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 EIN363140314
Plan Effective Date2007-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Arthur Katz, M.D., S.C. Defined Benefit Plan, Total assets ($B): 0.003789916 · Participants: 9Arthur Katz, M.D., S.C. Defined Benefit PlanThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Arthur Katz, M.D., S.C. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Arthur Katz, M.D., S.C. Defined Benefit Plan side-by-side with 3 peers →

Arthur Katz, M.D., S.C. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Pension Plan of Centers for Youth and Families in AR ($4M); by covered participants it is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants). Same-state nearby plans are listed separately above.

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.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Arthur Katz, M.D., S.C. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants, $3M 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 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.