Defined Benefit (Pension) · DOL Form 5500 · 2024
Cary D. Alberstone, M.D., a Professional Corporation Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $929,689
- Avg per participant High balance/head
Official DOL plan name: Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan · Sponsored by Cary D. Alberstone, M.D., a Professional Corporation · California · Healthcare & Social Assistance
$3M in assets, 3 participants
Cary D. Alberstone, M.D., a Professional Corporation's Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,585 in Healthcare & Social Assistance (16,916 peers)
Cary D. Alberstone, M.D., a Professional Corporation multi-year trail
Cary D. Alberstone, M.D., a Professional Corporation's plans moved +162.5% in assets from 2022 to 2024; this filing shows Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan at $3M / 3 participants.
- #5,585
- in Healthcare & Social Assistance (16,916 peers)
- +15.8%
- assets growth YoY
Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan among the smaller filed plans by assets
Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,789,067 33rd percentile higher than 33% 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
Cary D. Alberstone, M.D., Apc 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. Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan reported net income fell from $426K in the plan year 2023 filing to $380K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 770577646 · Cary D. Alberstone, M.D., a Professional Corporation PY 2024 · Defined Benefit (Pension)
Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan · $3M · 3 · 33rd
- PCT $3M
- PCT 3
- PCT 33rd
- PCT Defined Benefit (Pension)
- PCT near Intertape Polymer Corp. Marysville Union Pension Plan
- PCT ind #5585
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 →
Cary D. Alberstone, M.D., Apc Defined Benefit Pension Plan in the asset neighbourhood
Cary D. Alberstone, M.D., a Professional Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Cary D. Alberstone, M.D., a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 162.52176715236476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 2 | 8 | $5M |
Cary D. Alberstone, M.D., a Professional Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $380K |
| Employer EIN | 770577646 |
| Plan Effective Date | 2012-01-01 |
| 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
Cary D. Alberstone, M.D., Apc 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 Intertape Polymer Corp. Marysville Union Pension Plan in FL ($3M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Intertape Polymer Corp. Marysville Union Pension Plan (FL) $3M · 9
- Msg Entertainment Holdings, LLC Ret Plan for Licnsd Ushers & Tckt Tkrs Lcl Union 176 SEIU AFL-CIO (NY) $3M · 161
- Clay Eye Physicians & Surgeons Cash Balance Plan-005 (NJ) $3M · 102
- Hendricks Interests, LLC Employees Pension Plan and Trust (TX) $3M · N/A
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.