Defined Benefit (Pension) · DOL Form 5500 · 2024
Philip E Werthman Md Amc Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $849,277
- Avg per participant High balance/head
Official DOL plan name: Philip E Werthman Md a Medical Corporation Defined Benefit Pension Plan · Sponsored by Philip E Werthman Md Amc · California · Healthcare & Social Assistance
$2M in assets, 2 participants
Philip E Werthman Md Amc's Philip E Werthman Md a Medical Corporation Defined Benefit Pension Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,259 in Healthcare & Social Assistance (16,916 peers)
Philip E Werthman Md Amc multi-year trail
Philip E Werthman Md Amc's plans moved +19.3% in assets from 2022 to 2024; this filing shows Philip E Werthman Md a Medical Corporation Defined Benefit Pension Plan at $2M / 2 participants.
- #4,259
- in Healthcare & Social Assistance (16,916 peers)
- +10.5%
- assets growth YoY
Philip E Werthman Md a Medical Corporation Defined Benefit Pension Plan among the smaller filed plans by assets
Philip E Werthman Md a Medical Corporation Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,698,553 28th percentile higher than 28% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Philip E Werthman Md a Medical Corporation 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. Philip E Werthman Md a Medical Corporation Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Philip E Werthman Md a Medical Corporation Defined Benefit Pension Plan reported net income rose from $115K in the plan year 2023 filing to $161K in the plan year 2024 filing.
- Philip E Werthman Md a Medical Corporation Defined Benefit Pension Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Philip E Werthman Md a Medical Corporation Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 954641816 · Philip E Werthman Md Amc PY 2024 · Defined Benefit (Pension)
Philip E Werthman Md a Medical Corporation Defined Benefit Pension Plan · $2M · 2 · 28th
- VS-ST $2M
- BOY 2
- SCH 28th
- EBSA Defined Benefit (Pension)
- PART near Arc3 Gases Pension Plan
- TYPE ind #4259
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 →
Philip E Werthman Md a Medical Corporation Defined Benefit Pension Plan in the asset neighbourhood
Philip E Werthman Md Amc multi-year asset trail
Sponsor-wide plan assets over time
All Philip E Werthman Md Amc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 19.347875730311024% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 2 | $2M |
Philip E Werthman Md Amc filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $161K |
| Employer EIN | 954641816 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Philip E Werthman Md a Medical Corporation 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 Arc3 Gases Pension Plan in VA ($2M); 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 ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Avh Enterprises, Inc. Retirement Plan (VA) 2 · 0 off
- Tres Rios Retirement Plan Trust (PR) 2 · 0 off
- Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
- Marriagemax, Inc. Defined Benefit Plan & Trust (MD) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.