Defined Benefit (Pension) · DOL Form 5500 · 2024
Bertha Cabrera, M.D., S.C. Pension Plan
Data updated 2026-08-25
- $969K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $484,289
- Avg per participant High balance/head
Official DOL plan name: Bertha Cabrera, M.D., S.C. Retirement Plan and Trust · Sponsored by Bertha Cabrera, M.D., S.C. · Illinois · Healthcare & Social Assistance
$969K in assets, 2 participants
Bertha Cabrera, M.D., S.C.'s Bertha Cabrera, M.D., S.C. Retirement Plan and Trust reported $969K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,172 in Healthcare & Social Assistance (16,916 peers)
Bertha Cabrera, M.D., S.C. multi-year trail
Bertha Cabrera, M.D., S.C.'s plans moved +21.5% in assets from 2022 to 2024; this filing shows Bertha Cabrera, M.D., S.C. Retirement Plan and Trust at $969K / 2 participants.
- #3,172
- in Healthcare & Social Assistance (16,916 peers)
- +6.9%
- assets growth YoY
Bertha Cabrera, M.D., S.C. Retirement Plan and Trust among the smaller filed plans by assets
Bertha Cabrera, M.D., S.C. Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$968,578 23rd percentile higher than 23% 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
Bertha Cabrera, M.D., S.C. Retirement Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bertha Cabrera, M.D., S.C. Retirement Plan and Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bertha Cabrera, M.D., S.C. Retirement Plan and Trust reported net income fell from $109K in the plan year 2023 filing to $63K in the plan year 2024 filing.
- Bertha Cabrera, M.D., S.C. Retirement Plan and Trust end-of-year assets rose from $906K in the plan year 2023 filing to $969K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 364431635 · Bertha Cabrera, M.D., S.C. PY 2024 · Defined Benefit (Pension)
Bertha Cabrera, M.D., S.C. Retirement Plan and Trust · $969K · 2 · 23rd
- SCH $969K
- SCH 2
- SCH 23rd
- SCH Defined Benefit (Pension)
- SCH near Concession & Program Employees Local 468 Pension Plan
- SCH ind #3172
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 Illinois →
Bertha Cabrera, M.D., S.C. Retirement Plan and Trust in the asset neighbourhood
Bertha Cabrera, M.D., S.C. multi-year asset trail
Sponsor-wide plan assets over time
All Bertha Cabrera, M.D., S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $969K 21.51989892767482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $797K |
| 2023 | 1 | 2 | $906K |
| 2024 | 1 | 2 | $969K |
Bertha Cabrera, M.D., S.C. filing trail (2024)
| Total Assets (Beginning of Year) | $906K |
|---|---|
| Net Assets (End of Year) | $969K |
| Net Income | $63K |
| Employer EIN | 364431635 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Bertha Cabrera, M.D., S.C. Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Concession & Program Employees Local 468 Pension Plan in CA ($971K); 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 ($969K 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.