Defined Benefit (Pension) · DOL Form 5500 · 2024

Moshe Benarroch, Dmd, Adc Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
35th
Percentile by assets National rank
$219,382
Avg per participant Above avg balance/head
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Official DOL plan name: Moshe Benarroch D.M.D. Cash Balance Plan · Sponsored by Moshe Benarroch, Dmd, Adc · California · Healthcare & Social Assistance

$3M in assets, 15 participants

Moshe Benarroch, Dmd, Adc's Moshe Benarroch D.M.D. Cash Balance Plan reported $3M in total assets and 15 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.

  • #6,064 in Healthcare & Social Assistance (16,916 peers)

Moshe Benarroch, Dmd, Adc multi-year trail

Moshe Benarroch, Dmd, Adc's plans moved +54.1% in assets from 2022 to 2024; this filing shows Moshe Benarroch D.M.D. Cash Balance Plan at $3M / 15 participants.

#6,064
in Healthcare & Social Assistance (16,916 peers)
+18.2%
assets growth YoY

Moshe Benarroch D.M.D. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Moshe Benarroch D.M.D. Cash Balance Plan vs every filed plan by assets

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

$3,290,723 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

Moshe Benarroch D.M.D. Cash Balance 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. Moshe Benarroch D.M.D. Cash Balance Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moshe Benarroch D.M.D. Cash Balance Plan reported net income fell from $864K in the plan year 2023 filing to $507K in the plan year 2024 filing.
  • Moshe Benarroch D.M.D. Cash Balance Plan reported participants rose from 11 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Moshe Benarroch D.M.D. Cash Balance Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 200704735 · Moshe Benarroch, Dmd, Adc PY 2024 · Defined Benefit (Pension)

Moshe Benarroch D.M.D. Cash Balance Plan · $3M · 15 · 35th

  • PART $3M
  • TYPE 15
  • NET 35th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System
  • BOY ind #6064

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 →

Moshe Benarroch D.M.D. Cash Balance Plan in the asset neighbourhood

Retirement Plan for Hourly Rated Employees of the Pangborn LLC Hagerstown, MarylandRetirement Plan for Hourly R…$3MMoshe Benarroch D.M.D. Cash Balance PlanMoshe Benarroch D.M.D. Cash …$3MTioga State Bank Pension Plan as a Member of the New York State Bankers Retirement SystemTioga State Bank Pension Pla…$3MPension Plan for Employees of Easter Seals, Inc.Pension Plan for Employees o…$3MFidelco Guide Dog Foundation, Inc. Pension and Retirement PlanFidelco Guide Dog Foundation…$3M
End-of-year total assets ($M) among Moshe Benarroch D.M.D. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Moshe Benarroch, Dmd, Adc multi-year asset trail

Sponsor-wide plan assets over time

All Moshe Benarroch, Dmd, Adc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 54.11961204163632% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.31M $5.1M ▲ +54.1%
Year Plans Participants Total Assets
2022 2 23 $3M
2023 2 25 $4M
2024 2 33 $5M

Moshe Benarroch, Dmd, Adc filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$507K
Employer EIN200704735
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Moshe Benarroch D.M.D. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Moshe Benarroch D.M.D. Cash Balance Plan, Total assets ($B): 0.003290723 · Participants: 15Moshe Benarroch D.M.D. Cash Balance 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
Moshe Benarroch D.M.D. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Moshe Benarroch D.M.D. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System in NY ($3M); by covered participants it is American Ingredients Company Retirement Plan in KS (15 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 Moshe Benarroch D.M.D. Cash Balance Plan assets move in 2024?
Moshe Benarroch D.M.D. Cash Balance Plan grew sharply - up 18.2% during 2024, from $3M to $3M. Reported net income was $507K.
How have Moshe Benarroch, Dmd, Adc plan assets changed over time?
Across 3 plan years on file (2022-2024), Moshe Benarroch, Dmd, Adc's sponsor-wide assets grew 54.1%, from $3M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Moshe Benarroch D.M.D. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System in NY ($3M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Moshe Benarroch D.M.D. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Ingredients Company Retirement Plan in KS (15 participants, $9M in assets).