Defined Benefit (Pension) · DOL Form 5500 · 2022
Medical Group of Beverly Hills Pension Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 190
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $145,319
- 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, 190 participants
Medical Group of Beverly Hills's Medical Group of Beverly Hills Defined Benefit Pension Plan reported $28M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,956 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Medical Group of Beverly Hills Defined Benefit Pension Plan covers 190 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $28M.
- #16,956
- in Healthcare & Social Assistance (20,060 peers)
- -0.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $190K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2022 · DOL Form 5500
$27,610,546 Top 18% higher than 82% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Medical Group of Beverly Hills Defined Benefit Pension Plan among mid-size filed plans by headcount
Plan-year 2022 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 (190 participants).
Plan-year Form 5500 strip
Filing strip 954077334 · Medical Group of Beverly Hills PY 2022 · Defined Benefit (Pension)
Medical Group of Beverly Hills Defined Benefit Pension Plan · $28M · 190 · 82nd
- PCT $28M
- PCT 190
- PCT 82nd
- PCT Defined Benefit (Pension)
- PCT near Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust
- PCT ind #16956
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) | $28M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$190K |
| 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 $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
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 Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust in AL ($28M); by covered participants it is Berwind Corporation Employees' Retirement Plan in PA (190 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 (190 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.