Defined Benefit (Pension) · DOL Form 5500 · 2024

James R. Ziegenbein Md Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: James R. Ziegenbein Md Inc. Defined Benefit Pension Plan · Sponsored by James R. Ziegenbein Md Inc. · California · Healthcare & Social Assistance

$2M in assets, 1 participants

James R. Ziegenbein Md Inc.'s James R. Ziegenbein Md Inc. Defined Benefit Pension Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,005 in Healthcare & Social Assistance (16,916 peers)

James R. Ziegenbein Md Inc. multi-year trail

James R. Ziegenbein Md Inc.'s plans moved +24.3% in assets from 2022 to 2024; this filing shows James R. Ziegenbein Md Inc. Defined Benefit Pension Plan at $2M / 1 participant.

#4,005
in Healthcare & Social Assistance (16,916 peers)
+6.3%
assets growth YoY

James R. Ziegenbein Md Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

James R. Ziegenbein Md Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,528,715 27th percentile higher than 27% 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

James R. Ziegenbein Md Inc. Defined Benefit 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. James R. Ziegenbein Md Inc. Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James R. Ziegenbein Md Inc. Defined Benefit Pension Plan reported net income fell from $208K in the plan year 2023 filing to $90K in the plan year 2024 filing.
  • James R. Ziegenbein Md Inc. Defined Benefit Pension Plan reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • James R. Ziegenbein Md Inc. Defined Benefit Pension Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 752992815 · James R. Ziegenbein Md Inc. PY 2024 · Defined Benefit (Pension)

James R. Ziegenbein Md Inc. Defined Benefit Pension Plan · $2M · 1 · 27th

  • BOOK $2M
  • BOOK 1
  • BOOK 27th
  • BOOK Defined Benefit (Pension)
  • BOOK near Agco Employees' Retirement Plan
  • BOOK ind #4005

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 →

James R. Ziegenbein Md Inc. Defined Benefit Pension Plan in the asset neighbourhood

Stanley Steel Service Corp Pension PlanStanley Steel Service Corp P…$2MJames R. Ziegenbein Md Inc. Defined Benefit Pension PlanJames R. Ziegenbein Md Inc. …$2MAgco Employees' Retirement PlanAgco Employees' Retirement P…$2MZvi Broitman Dental PC Retirement PlanZvi Broitman Dental PC Retir…$2MRick's Barbecue, Inc. and Affiliated Companies Cash Balance Pension PlanRick's Barbecue, Inc. and Af…$2M
End-of-year total assets ($M) among James R. Ziegenbein Md Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

James R. Ziegenbein Md Inc. multi-year asset trail

Sponsor-wide plan assets over time

All James R. Ziegenbein Md Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.281225483620517% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.23M $1.53M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 1 $2M

James R. Ziegenbein Md Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$90K
Employer EIN752992815
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

James R. Ziegenbein Md 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 ($B) Participants James R. Ziegenbein Md Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001528715 · Participants: 1James R. Ziegenbein Md 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
James R. Ziegenbein Md Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare James R. Ziegenbein Md Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

James R. Ziegenbein Md 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 Agco Employees' Retirement Plan in GA ($2M); by covered participants it is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 James R. Ziegenbein Md Inc. Defined Benefit Pension Plan assets move in 2024? ▼
James R. Ziegenbein Md Inc. Defined Benefit Pension Plan grew at a solid clip - up 6.3% during 2024, from $1M to $2M. Reported net income was $90K.
How have James R. Ziegenbein Md Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James R. Ziegenbein Md Inc.'s sponsor-wide assets grew 24.3%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to James R. Ziegenbein Md Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Agco Employees' Retirement Plan in GA ($2M, 11 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to James R. Ziegenbein Md Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant, 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 752992815.

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.