Defined Benefit (Pension) · DOL Form 5500 · 2024
Christopher I. Zoumalan, M.D., Inc. Pension Plan
Data updated 2026-08-25
- $875K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $218,842
- Avg per participant Above avg balance/head
Official DOL plan name: Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan · Sponsored by Christopher I. Zoumalan, M.D., Inc. · California · Healthcare & Social Assistance
$875K in assets, 4 participants
Christopher I. Zoumalan, M.D., Inc.'s Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan reported $875K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,003 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan grew sharply 17.3% in 2024 ($746K → $875K) for 4 participants.
- #3,003
- in Healthcare & Social Assistance (16,916 peers)
- +17.3%
- assets growth YoY
Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan among the smaller filed plans by assets
Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$875,367 22nd percentile higher than 22% 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
Christopher I. Zoumalan, M.D., Inc. Cash Balance 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. Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan reported net income rose from -$38K in the plan year 2022 filing to $129K in the plan year 2024 filing.
- Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2024 filing.
- Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan end-of-year assets rose from $711K in the plan year 2022 filing to $875K in the plan year 2024 filing.
DOL schedule card
Filing strip 273849365 · Christopher I. Zoumalan, M.D., Inc. PY 2024 · Defined Benefit (Pension)
Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan · $875K · 4 · 22nd
- 5500 $875K
- ASSETS 4
- PCT 22nd
- EIN Defined Benefit (Pension)
- RANK near Ufcw Local 174 Retail Pension Fund
- PHOTO ind #3003
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 →
Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan in the asset neighbourhood
Christopher I. Zoumalan, M.D., Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Christopher I. Zoumalan, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $875K 3.2254961897886556% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5 | $905K |
| 2024 | 1 | 4 | $875K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $746K |
|---|---|
| Net Assets (End of Year) | $875K |
| Net Income | $129K |
| Employer EIN | 273849365 |
| Plan Effective Date | 2015-01-01 |
| 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
Christopher I. Zoumalan, M.D., Inc. 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 Ufcw Local 174 Retail Pension Fund in NJ ($872K); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($875K here).
- Ufcw Local 174 Retail Pension Fund (NJ) $872K · N/A
- Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees (NY) $882K · 48
- Law Office of Charles Riley, P.C. Retirement Plan (TX) $867K · 3
- Expert Solutions Insurance Brokerage Cash Balance Plan (NY) $866K · 7
Similar participant headcount
Nearest other-state filings by covered participants (4 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.