Defined Benefit (Pension) · DOL Form 5500 · 2024

Pfm Health Sciences, LP Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
40th
Percentile by assets National rank
$482,827
Avg per participant High balance/head
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Official DOL plan name: Pfmhs Cash Balance Pension Plan · Sponsored by Pfm Health Sciences, LP · California · Finance & Insurance

$4M in assets, 9 participants

Pfm Health Sciences, LP's Pfmhs Cash Balance Pension Plan reported $4M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,253 in Finance & Insurance (8,549 peers)

Pfm Health Sciences, LP multi-year trail

Pfm Health Sciences, LP's plans moved +35.1% in assets from 2022 to 2024; this filing shows Pfmhs Cash Balance Pension Plan at $4M / 9 participants.

#2,253
in Finance & Insurance (8,549 peers)
+12.3%
assets growth YoY

Pfmhs Cash Balance Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Pfmhs Cash Balance Pension Plan vs every filed plan by assets

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

$4,345,445 40th percentile higher than 40% 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

Pfmhs Cash Balance 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. Pfmhs Cash Balance Pension Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pfmhs Cash Balance Pension Plan reported net income fell from $1M in the plan year 2023 filing to $474K in the plan year 2024 filing.
  • Pfmhs Cash Balance Pension Plan reported participants fell from 13 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Pfmhs Cash Balance Pension Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 262000428 · Pfm Health Sciences, LP PY 2024 · Defined Benefit (Pension)

Pfmhs Cash Balance Pension Plan · $4M · 9 · 40th

  • EIN $4M
  • RANK 9
  • PHOTO 40th
  • IND Defined Benefit (Pension)
  • EOY near Carepoint Health, LLC Cash Balance Plan II
  • 5500 ind #2253

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 Finance & Insurance retirement plans → · Plans in California →

Pfmhs Cash Balance Pension Plan in the asset neighbourhood

Seabridge Capital, LLC Defined Benefit PlanSeabridge Capital, LLC Defin…$4MPfmhs Cash Balance Pension PlanPfmhs Cash Balance Pension P…$4MCarepoint Health, LLC Cash Balance Plan IICarepoint Health, LLC Cash B…$4MInternational Distributors Ltd Cash Balance PlanInternational Distributors L…$4MEmployees Pension Plan of Red River Commodities, Inc.Employees Pension Plan of Re…$4M
End-of-year total assets ($M) among Pfmhs Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pfm Health Sciences, LP multi-year asset trail

Sponsor-wide plan assets over time

All Pfm Health Sciences, LP plans reported in each filing year

Latest sponsor-wide plan assets
$33M 35.11652909365377% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.7M $33.3M ▲ +35.1%
Year Plans Participants Total Assets
2022 2 34 $25M
2023 2 41 $30M
2024 2 38 $33M

Pfm Health Sciences, LP filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$474K
Employer EIN262000428
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Pfmhs Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pfmhs Cash Balance Pension Plan, Total assets ($B): 0.004345445 · Participants: 9Pfmhs Cash Balance Pension 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
Pfmhs Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pfmhs Cash Balance Pension Plan side-by-side with 3 peers →

Pfmhs Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Carepoint Health, LLC Cash Balance Plan II in CO ($4M); by covered participants it is Hillenbrand, Inc. Pension Plan in IN (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Pfmhs Cash Balance Pension Plan assets move in 2024? ▼
Pfmhs Cash Balance Pension Plan grew at a solid clip - up 12.3% during 2024, from $4M to $4M. Reported net income was $474K.
How have Pfm Health Sciences, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pfm Health Sciences, LP's sponsor-wide assets grew 35.1%, from $25M to $33M.
Which Defined Benefit (Pension) plans are similar in size to Pfmhs Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carepoint Health, LLC Cash Balance Plan II in CO ($4M, 122 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pfmhs Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hillenbrand, Inc. Pension Plan in IN (9 participants, $30M 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 262000428.

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.