Defined Benefit (Pension) · DOL Form 5500 · 2024

Bass Medical Group, Inc. Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
160
Participants Small participant base
85th
Percentile by assets National rank
$345,396
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bass Cash Balance Plan · Sponsored by Bass Medical Group, Inc. · California · Healthcare & Social Assistance

$55M in assets, 160 participants

Bass Medical Group, Inc.'s Bass Cash Balance Plan reported $55M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,782 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Bass Cash Balance Plan covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $55M.

#14,782
in Healthcare & Social Assistance (16,916 peers)
+22.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bass Cash Balance Plan's outsized position by total assets

Bass Cash Balance Plan vs every filed plan by assets

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

$55,263,315 Top 15% higher than 85% 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

Bass Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bass Cash Balance Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bass Cash Balance Plan reported net income fell from $15M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Bass Cash Balance Plan end-of-year assets rose from $45M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Bass Cash Balance Plan reported participants fell from 185 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 562605608 · Bass Medical Group, Inc. PY 2024 · Defined Benefit (Pension)

Bass Cash Balance Plan · $55M · 160 · 85th

  • ASSETS $55M
  • PCT 160
  • EIN 85th
  • RANK Defined Benefit (Pension)
  • PHOTO near Graymont U.S.Non-Union Defined Benefit Pension Plan
  • IND ind #14782

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 →

Bass Cash Balance Plan in the asset neighbourhood

Community Service Society of New York Retirement PlanCommunity Service Society of…$55MDoosan Pension Plan Number OneDoosan Pension Plan Number O…$55MBass Cash Balance Plan$55MGraymont U.S.Non-Union Defined Benefit Pension PlanGraymont U.S.Non-Union Defin…$55MRetirement Plan for Employees of the Kansas University Endowment AssociationRetirement Plan for Employee…$55M
End-of-year total assets ($M) among Bass Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$55M
Net Income$10M
Employer EIN562605608
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bass Medical Group, Inc.)

Sponsor-wide plan assets over time

All Bass Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$233M 56.518750457977674% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $149M $233M ▲ +56.5%
Year Plans Participants Total Assets
2022 3 1,410 $149M
2023 3 1,467 $198M
2024 3 1,569 $233M

Nearby Defined Benefit (Pension) Plans in California

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

Bass Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Bass Cash Balance Plan, Total assets ($B): 0.055263315 · Participants: 160Bass Cash Balance 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
Bass Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Bass Cash Balance Plan side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Graymont U.S.Non-Union Defined Benefit Pension Plan in ($55M); by covered participants it is Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan in WI (160 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 Bass Cash Balance Plan assets move in 2024? ▼
Bass Cash Balance Plan grew sharply - up 22.1% during 2024, from $45M to $55M. Reported net income was $10M.
How have Bass Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bass Medical Group, Inc.'s sponsor-wide assets grew 56.5%, from $149M to $233M.
Where does Bass Cash Balance Plan rank by assets among Form 5500 filers? ▼
Bass Cash Balance Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bass Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Graymont U.S.Non-Union Defined Benefit Pension Plan in ($55M, 73 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bass Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan in WI (160 participants, $3M 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 562605608.

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.