Defined Benefit (Pension) · DOL Form 5500 · 2024

Uri Ben-Zur M.D., Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$727,807
Avg per participant High balance/head
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Official DOL plan name: Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan · Sponsored by Uri Ben-Zur M.D., Inc. · California · Healthcare & Social Assistance

$3M in assets, 4 participants

Uri Ben-Zur M.D., Inc.'s Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan reported $3M in total assets and 4 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.

  • #5,718 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan holds $3M for 4 participants - about $727,807 per participant, in the lower half of filed plans by assets.

#5,718
in Healthcare & Social Assistance (16,916 peers)
-2.0%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$2,911,227 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

Uri Ben-Zur M.D., 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. Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan reported net income rose from -$79K in the plan year 2023 filing to -$60K in the plan year 2024 filing.
  • Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954739262 · Uri Ben-Zur M.D., Inc. PY 2024 · Defined Benefit (Pension)

Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan · $3M · 4 · 34th

  • SCH $3M
  • EBSA 4
  • PART 34th
  • TYPE Defined Benefit (Pension)
  • NET near Western Farm Bureau Pension Plan
  • BOOK ind #5718

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 →

Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan in the asset neighbourhood

Uri Ben-Zur M.D., Inc. Defined Benefit Pension PlanUri Ben-Zur M.D., Inc. Defin…$3MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$3MAnita Patel M.D. P.a. Cash Balance Pension PlanAnita Patel M.D. P.a. Cash B…$3MBernard Chaus, Inc. Pension Plan for Bargaining Unit EmployeesBernard Chaus, Inc. Pension …$3MGornto & Associates, Inc. Defined Benefit PlanGornto & Associates, Inc. De…$3M
End-of-year total assets ($M) among Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$60K
Employer EIN954739262
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uri Ben-Zur M.D., Inc.)

Sponsor-wide plan assets over time

All Uri Ben-Zur M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.555504629565881% vs 2022
2024 filing year
$2.85M$2.9M$2.95M$3M$3.05M$3.1M 202220232024 $3.05M $2.91M ▼ -4.6%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 5 $3M
2024 1 4 $3M

Nearby Defined Benefit (Pension) Plans in California

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

Uri Ben-Zur M.D., 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 ($B) Participants Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan, Total assets ($B): 0.002911227 · Participants: 4Uri Ben-Zur M.D., 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
Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Uri Ben-Zur M.D., 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 Western Farm Bureau Pension Plan in WY ($3M); 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.

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 Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan edged down modestly - down 2.0% during 2024, from $3M to $3M. Reported net income was -$60K.
How have Uri Ben-Zur M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uri Ben-Zur M.D., Inc.'s sponsor-wide assets declined 4.6%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Western Farm Bureau Pension Plan in WY ($3M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Uri Ben-Zur M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 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 954739262.

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.