Defined Benefit (Pension) · DOL Form 5500 · 2024

John a. Mitamura, M.D. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$652,199
Avg per participant High balance/head
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Official DOL plan name: John a. Mitamura, M.D. Cash Balance Plan · Sponsored by John a. Mitamura, M.D. · New York · Healthcare & Social Assistance

$2M in assets, 3 participants

John a. Mitamura, M.D.'s John a. Mitamura, M.D. Cash Balance Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,603 in Healthcare & Social Assistance (16,916 peers)

John a. Mitamura, M.D. multi-year trail

John a. Mitamura, M.D.'s plans moved +13.7% in assets from 2023 to 2024; this filing shows John a. Mitamura, M.D. Cash Balance Plan at $2M / 3 participants.

#4,603
in Healthcare & Social Assistance (16,916 peers)
+13.7%
assets growth YoY

John a. Mitamura, M.D. Cash Balance Plan among the smaller filed plans by assets

John a. Mitamura, M.D. Cash Balance Plan vs every filed plan by assets

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

$1,956,598 29th percentile higher than 29% 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

John a. Mitamura, M.D. 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. John a. Mitamura, M.D. Cash Balance Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • John a. Mitamura, M.D. Cash Balance Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • John a. Mitamura, M.D. Cash Balance Plan reported net income fell from $252K in the plan year 2023 filing to $236K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133535026 · John a. Mitamura, M.D. PY 2024 · Defined Benefit (Pension)

John a. Mitamura, M.D. Cash Balance Plan · $2M · 3 · 29th

  • VS-ST $2M
  • BOY 3
  • SCH 29th
  • EBSA Defined Benefit (Pension)
  • PART near Bishoy Labib, Md, Inc. Defined Benefit Pension Plan
  • TYPE ind #4603

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 New York →

John a. Mitamura, M.D. Cash Balance Plan in the asset neighbourhood

John a. Mitamura, M.D. Cash Balance PlanJohn a. Mitamura, M.D. Cash …$2MBishoy Labib, Md, Inc. Defined Benefit Pension PlanBishoy Labib, Md, Inc. Defin…$2MProvidence College Pension PlanProvidence College Pension P…$2MPrime Insurance Agency, Inc. Pension PlanPrime Insurance Agency, Inc.…$2MRetirement Plan for Salaried Employees of the Jax. Transit Management Corp.Retirement Plan for Salaried…$2M
End-of-year total assets ($M) among John a. Mitamura, M.D. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

John a. Mitamura, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All John a. Mitamura, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.71543447697879% vs 2023
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M 20232024 $1.72M $1.96M ▲ +14.0%
Year Plans Participants Total Assets
2023 1 3 $2M
2024 1 3 $2M

John a. Mitamura, M.D. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$236K
Employer EIN133535026
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

John a. Mitamura, M.D. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants John a. Mitamura, M.D. Cash Balance Plan, Total assets ($B): 0.001956598 · Participants: 3John a. Mitamura, M.D. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
John a. Mitamura, M.D. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare John a. Mitamura, M.D. Cash Balance Plan side-by-side with 3 peers →

John a. Mitamura, M.D. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Bishoy Labib, Md, Inc. Defined Benefit Pension Plan in CA ($2M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (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 John a. Mitamura, M.D. Cash Balance Plan assets move in 2024? ▼
John a. Mitamura, M.D. Cash Balance Plan grew at a solid clip - up 13.7% during 2024, from $2M to $2M. Reported net income was $236K.
How have John a. Mitamura, M.D. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), John a. Mitamura, M.D.'s sponsor-wide assets grew 13.7%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to John a. Mitamura, M.D. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bishoy Labib, Md, Inc. Defined Benefit Pension Plan in CA ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to John a. Mitamura, M.D. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M 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 133535026.

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.