Defined Benefit (Pension) · DOL Form 5500 · 2024

Tushar B. Patel Dds, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
36th
Percentile by assets National rank
$557,163
Avg per participant High balance/head
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Official DOL plan name: Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan · Sponsored by Tushar B. Patel Dds, Inc. · California · Healthcare & Social Assistance

$3M in assets, 6 participants

Tushar B. Patel Dds, Inc.'s Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,125 in Healthcare & Social Assistance (16,916 peers)

Tushar B. Patel Dds, Inc. multi-year trail

Tushar B. Patel Dds, Inc.'s plans moved +27.7% in assets from 2022 to 2024; this filing shows Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan at $3M / 6 participants.

#6,125
in Healthcare & Social Assistance (16,916 peers)
+11.7%
assets growth YoY

Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$3,342,977 36th percentile higher than 36% 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

Tushar B. Patel Dds, 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. Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan reported net income fell from $387K in the plan year 2023 filing to $349K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 201941713 · Tushar B. Patel Dds, Inc. PY 2024 · Defined Benefit (Pension)

Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan · $3M · 6 · 36th

  • SCH $3M
  • SCH 6
  • SCH 36th
  • SCH Defined Benefit (Pension)
  • SCH near Thomas Electronics, Inc. Pension Plan
  • SCH ind #6125

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 →

Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Gainey Mckenna & Egleston Cash Balance PlanGainey Mckenna & Egleston Ca…$3MEmployment Services LLC Defined Benefit PlanEmployment Services LLC Defi…$3MThomas Electronics, Inc. Pension PlanThomas Electronics, Inc. Pen…$3MTushar B. Patel Dds, Inc. Defined Benefit Pension PlanTushar B. Patel Dds, Inc. De…$3MGpi Engineers & Builders, Inc. Defined Benefit Pension PlanGpi Engineers & Builders, In…$3M
End-of-year total assets ($M) among Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Tushar B. Patel Dds, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tushar B. Patel Dds, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.74531596382207% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.68M $4.7M ▲ +27.7%
Year Plans Participants Total Assets
2022 2 10 $4M
2023 2 12 $4M
2024 2 12 $5M

Tushar B. Patel Dds, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$349K
Employer EIN201941713
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Tushar B. Patel Dds, 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 ($B) Participants Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.003342977 · Participants: 6Tushar B. Patel Dds, 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
Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Tushar B. Patel Dds, 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 Thomas Electronics, Inc. Pension Plan in NY ($3M); by covered participants it is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan grew at a solid clip - up 11.7% during 2024, from $3M to $3M. Reported net income was $349K.
How have Tushar B. Patel Dds, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tushar B. Patel Dds, Inc.'s sponsor-wide assets grew 27.7%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Thomas Electronics, Inc. Pension Plan in NY ($3M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants, $4M 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 201941713.

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.