Defined Benefit (Pension) · DOL Form 5500 · 2024
Medical Group of Beverly Hills Pension Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $147,878
- Avg per participant Above avg balance/head
Official DOL plan name: Medical Group of Beverly Hills Defined Benefit Pension Plan · Sponsored by Medical Group of Beverly Hills · California · Healthcare & Social Assistance
$28M in assets, 188 participants
Medical Group of Beverly Hills's Medical Group of Beverly Hills Defined Benefit Pension Plan reported $28M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #13,490 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Medical Group of Beverly Hills Defined Benefit Pension Plan covers 188 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $28M.
- #13,490
- in Healthcare & Social Assistance (16,916 peers)
- +22.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Medical Group of Beverly Hills Defined Benefit Pension Plan's outsized position by total assets
Medical Group of Beverly Hills Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,800,978 Top 24% higher than 76% 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
Medical Group of Beverly Hills Defined Benefit Pension 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. Medical Group of Beverly Hills Defined Benefit Pension Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Medical Group of Beverly Hills Defined Benefit Pension Plan end-of-year assets fell from $32M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Medical Group of Beverly Hills Defined Benefit Pension Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Medical Group of Beverly Hills Defined Benefit Pension Plan reported participants rose from 173 in the plan year 2023 filing to 188 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 954077334 · Medical Group of Beverly Hills PY 2024 · Defined Benefit (Pension)
Medical Group of Beverly Hills Defined Benefit Pension Plan · $28M · 188 · 76th
- ASSETS $28M
- ASSETS 188
- ASSETS 76th
- ASSETS Defined Benefit (Pension)
- ASSETS near Retirement Plan for Employees of Bacardi Bottling Corporation
- ASSETS ind #13490
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 →
Medical Group of Beverly Hills Defined Benefit Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $5M |
| Employer EIN | 954077334 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Medical Group of Beverly Hills)
Sponsor-wide plan assets over time
All Medical Group of Beverly Hills plans reported in each filing year
- Latest sponsor-wide plan assets
- $209M 51.52309905390715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 397 | $138M |
| 2023 | 2 | 398 | $155M |
| 2024 | 3 | 645 | $209M |
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
Medical Group of Beverly Hills 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 Retirement Plan for Employees of Bacardi Bottling Corporation in FL ($28M); by covered participants it is Wallpaper Imports Inc. Cash Balance Plan in NJ (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Wallpaper Imports Inc. Cash Balance Plan (NJ) 188 · 0 off
- Panasonic Pension Plan (NJ) 188 · 0 off
- Gannett Retirement Plan for Certain Union Employees (NY) 188 · 0 off
- Roofers Local No. 9 Pension Plan (CT) 188 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.