Defined Benefit (Pension) · DOL Form 5500 · 2024

Richard a. Zoumalan, M.D., Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
31st
Percentile by assets National rank
$459,935
Avg per participant High balance/head
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Official DOL plan name: Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan · Sponsored by Richard a. Zoumalan, M.D., Inc. · California · Healthcare & Social Assistance

$2M in assets, 5 participants

Richard a. Zoumalan, M.D., Inc.'s Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,017 in Healthcare & Social Assistance (16,916 peers)

Richard a. Zoumalan, M.D., Inc. multi-year trail

Richard a. Zoumalan, M.D., Inc.'s plans moved +38.6% in assets from 2022 to 2024; this filing shows Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan at $2M / 5 participants.

#5,017
in Healthcare & Social Assistance (16,916 peers)
+18.2%
assets growth YoY

Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan among the smaller filed plans by assets

Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan vs every filed plan by assets

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

$2,299,677 31st percentile higher than 31% 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

Richard a. Zoumalan, M.D., Inc. 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. Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan reported net income rose from $291K in the plan year 2023 filing to $354K in the plan year 2024 filing.
  • Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 800760168 · Richard a. Zoumalan, M.D., Inc. PY 2024 · Defined Benefit (Pension)

Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan · $2M · 5 · 31st

  • BOOK $2M
  • VS-ST 5
  • BOY 31st
  • SCH Defined Benefit (Pension)
  • EBSA near Roche Products, Inc. Defined Benefit Pension Plan
  • PART ind #5017

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 →

Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan in the asset neighbourhood

Richard a. Zoumalan, M.D., Inc. Defined Benefit PlanRichard a. Zoumalan, M.D., I…$2MRoche Products, Inc. Defined Benefit Pension PlanRoche Products, Inc. Defined…$2MRetirement Plan for Salaried Employees of the Hillman CompanyRetirement Plan for Salaried…$2MSb Advisors, LLC Defined Benefit PlanSb Advisors, LLC Defined Ben…$2MMorris Auto Plaza, Inc. Cash Balance Pension PlanMorris Auto Plaza, Inc. Cash…$2M
End-of-year total assets ($M) among Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Richard a. Zoumalan, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Richard a. Zoumalan, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 38.567898467284046% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.66M $2.3M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 5 $2M
2024 1 5 $2M

Richard a. Zoumalan, M.D., Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$354K
Employer EIN800760168
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan, Total assets ($B): 0.002299677 · Participants: 5Richard a. Zoumalan, M.D., Inc. Defined Benefit 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
Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan side-by-side with 3 peers →

Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Roche Products, Inc. Defined Benefit Pension Plan in PR ($2M); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan assets move in 2024? ▼
Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan grew sharply - up 18.2% during 2024, from $2M to $2M. Reported net income was $354K.
How have Richard a. Zoumalan, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard a. Zoumalan, M.D., Inc.'s sponsor-wide assets grew 38.6%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Roche Products, Inc. Defined Benefit Pension Plan in PR ($2M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alan Tajerstein Pension Plan in NY (5 participants, 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 800760168.

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.