Defined Benefit (Pension) · DOL Form 5500 · 2024

Stephen H. Cooper, M.D., Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$514,136
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan · Sponsored by Stephen H. Cooper, M.D., Inc. · California · Healthcare & Social Assistance

$2M in assets, 3 participants

Stephen H. Cooper, M.D., Inc.'s Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,023 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan pulled back noticeably 10.6% in 2024 ($2M → $2M) for 3 participants.

#4,023
in Healthcare & Social Assistance (16,916 peers)
-10.6%
assets change YoY

The plan reported a net loss of $182K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,542,409 27th percentile higher than 27% 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

Stephen H. Cooper, 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. Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 953271809 · Stephen H. Cooper, M.D., Inc. PY 2024 · Defined Benefit (Pension)

Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan · $2M · 3 · 27th

  • PHOTO $2M
  • PHOTO 3
  • PHOTO 27th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Ada S. Mckinley Community Services, Inc. Retirement Income Plan
  • PHOTO ind #4023

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 →

Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan in the asset neighbourhood

Tremond Alloys and Metals Corp. Pension PlanTremond Alloys and Metals Co…$2MStephen H. Cooper, M.D., Inc. Defined Benefit Pension PlanStephen H. Cooper, M.D., Inc…$2MAda S. Mckinley Community Services, Inc. Retirement Income PlanAda S. Mckinley Community Se…$2MStanley Steel Service Corp Pension PlanStanley Steel Service Corp P…$2MRick's Barbecue, Inc. and Affiliated Companies Cash Balance Pension PlanRick's Barbecue, Inc. and Af…$2M
End-of-year total assets ($M) among Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$182K
Employer EIN953271809
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Stephen H. Cooper, 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 ($B) Participants Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001542409 · Participants: 3Stephen H. Cooper, 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
Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Stephen H. Cooper, 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 Ada S. Mckinley Community Services, Inc. Retirement Income Plan in IL ($2M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan pulled back noticeably - down 10.6% during 2024, from $2M to $2M. Reported net income was -$182K.
Which Defined Benefit (Pension) plans are similar in size to Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ada S. Mckinley Community Services, Inc. Retirement Income Plan in IL ($2M, 266 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Stephen H. Cooper, M.D., Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M 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 953271809.

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.