401(k) · DOL Form 5500 · 2024

Richard Claveria, M.D., a P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
36th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Richard Claveria, M.D., a P.C. Pension Plan · Sponsored by Richard Claveria, M.D., a P.C. · California · Healthcare & Social Assistance

$3M in assets, 3 participants

Richard Claveria, M.D., a P.C.'s Richard Claveria, M.D., a P.C. Pension Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,251 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Richard Claveria, M.D., a P.C. Pension Plan grew at a solid clip 10.1% in 2024 ($3M → $3M) for 3 participants.

#6,251
in Healthcare & Social Assistance (16,916 peers)
+10.1%
assets growth YoY

Richard Claveria, M.D., a P.C. Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Richard Claveria, M.D., a P.C. Pension Plan vs every filed plan by assets

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

$3,453,138 36th percentile higher than 36% 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 Claveria, M.D., a P.C. 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. Richard Claveria, M.D., a P.C. Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard Claveria, M.D., a P.C. Pension Plan reported net income rose from -$29K in the plan year 2023 filing to $317K in the plan year 2024 filing.
  • Richard Claveria, M.D., a P.C. Pension 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 →

DOL schedule card

Filing strip 912108221 · Richard Claveria, M.D., a P.C. PY 2024 · 401(k)

Richard Claveria, M.D., a P.C. Pension Plan · $3M · 3 · 36th

  • BOOK $3M
  • VS-ST 3
  • BOY 36th
  • SCH 401(k)
  • EBSA near Integrity Global Solutions, LLC 401(k) Profit Sharing Plan
  • PART ind #6251

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 Claveria, M.D., a P.C. Pension Plan in the asset neighbourhood

Richard Claveria, M.D., a P.C. Pension PlanRichard Claveria, M.D., a P.…$3MIntegrity Global Solutions, LLC 401(k) Profit Sharing PlanIntegrity Global Solutions, …$3MBanyan Medical Solutions, Inc. 401(k) PlanBanyan Medical Solutions, In…$3MMutual Savings Bank Employees' Savings & Profit Sharing Plan & TrustMutual Savings Bank Employee…$3MWaxahachie Women's Health PA 401(k) Profit Sharing Plan and TrustWaxahachie Women's Health PA…$3M
End-of-year total assets ($M) among Richard Claveria, M.D., a P.C. Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Richard Claveria, M.D., a P.C. years around the 2024 move

Sponsor-wide plan assets over time

All Richard Claveria, M.D., a P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.101507739641695% vs 2022
2024 filing year
$3.1M$3.2M$3.3M$3.4M$3.5M 202220232024 $3.17M $3.45M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$317K
Employer EIN912108221
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Richard Claveria, M.D., a P.C. Pension Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Richard Claveria, M.D., a P.C. Pension Plan, Total assets ($B): 0.003453138 · Participants: 3Richard Claveria, M.D., a P.C. Pension PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Richard Claveria, M.D., a P.C. Pension Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Richard Claveria, M.D., a P.C. Pension Plan side-by-side with 3 peers →

Richard Claveria, M.D., a P.C. Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Integrity Global Solutions, LLC 401(k) Profit Sharing Plan in MN ($3M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Claveria, M.D., a P.C. Pension Plan assets move in 2024? ▼
Richard Claveria, M.D., a P.C. Pension Plan grew at a solid clip - up 10.1% during 2024, from $3M to $3M. Reported net income was $317K.
How have Richard Claveria, M.D., a P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Claveria, M.D., a P.C.'s sponsor-wide assets grew 9.1%, from $3M to $3M.
Which 401(k) plans are similar in size to Richard Claveria, M.D., a P.C. Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integrity Global Solutions, LLC 401(k) Profit Sharing Plan in MN ($3M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Richard Claveria, M.D., a P.C. Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 912108221.

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.