Defined Benefit (Pension) · DOL Form 5500 · 2024

Santa Marya Family Medicine Clinic Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan · Sponsored by Santa Marya Family Medicine Clinic · California · Healthcare & Social Assistance

$3M in assets, 2 participants

Santa Marya Family Medicine Clinic's Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,762 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan grew sharply 25.4% in 2024 ($2M → $3M) for 2 participants.

#5,762
in Healthcare & Social Assistance (16,916 peers)
+25.4%
assets growth YoY

Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$2,971,289 34th percentile higher than 34% 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

Santa Marya Family Medicine Clinic Inc. Defined Benefit 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. Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 465445302 · Santa Marya Family Medicine Clinic PY 2024 · Defined Benefit (Pension)

Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan · $3M · 2 · 34th

  • NET $3M
  • BOOK 2
  • VS-ST 34th
  • BOY Defined Benefit (Pension)
  • SCH near The Omaha Home for Boys Pension Plan
  • EBSA ind #5762

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 →

Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan in the asset neighbourhood

Kairav K. Chevli, M.D. Defined Benefit PlanKairav K. Chevli, M.D. Defin…$3MLangdale Forest Products Company Pension PlanLangdale Forest Products Com…$3MMeadville Forging Company Uswa Pension PlanMeadville Forging Company Us…$3MSanta Marya Family Medicine Clinic Inc. Defined Benefit Pension PlanSanta Marya Family Medicine …$3MThe Omaha Home for Boys Pension PlanThe Omaha Home for Boys Pens…$3M
End-of-year total assets ($M) among Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$601K
Employer EIN465445302
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan, Total assets ($B): 0.002971289 · Participants: 2Santa Marya Family Medicine Clinic Inc. Defined Benefit 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
Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Omaha Home for Boys Pension Plan in NE ($3M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan grew sharply - up 25.4% during 2024, from $2M to $3M. Reported net income was $601K.
Which Defined Benefit (Pension) plans are similar in size to Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Omaha Home for Boys Pension Plan in NE ($3M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Santa Marya Family Medicine Clinic Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 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 465445302.

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.