Defined Benefit (Pension) · DOL Form 5500 · 2023

Medical Group of Beverly Hills Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
173
Participants Small participant base
80th
Percentile by assets National rank
$186,620
Avg per participant Above avg balance/head
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Official DOL plan name: Medical Group of Beverly Hills Defined Benefit Pension Plan · Sponsored by Medical Group of Beverly Hills · California · Healthcare & Social Assistance

$32M in assets, 173 participants

Medical Group of Beverly Hills's Medical Group of Beverly Hills Defined Benefit Pension Plan reported $32M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,700 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Medical Group of Beverly Hills Defined Benefit Pension Plan covers 173 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $32M.

#14,700
in Healthcare & Social Assistance (17,684 peers)
+16.9%
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 2023 · DOL Form 5500

$32,285,346 Top 20% higher than 80% of 127,068 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 2023

Medical Group of Beverly Hills Defined Benefit Pension Plan among mid-size filed plans by headcount

Plan-year 2023 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 (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medical Group of Beverly Hills Defined Benefit Pension Plan reported net income rose from -$190K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Medical Group of Beverly Hills Defined Benefit Pension Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Medical Group of Beverly Hills Defined Benefit Pension Plan reported participants fell from 190 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954077334 · Medical Group of Beverly Hills PY 2023 · Defined Benefit (Pension)

Medical Group of Beverly Hills Defined Benefit Pension Plan · $32M · 173 · 80th

  • SCH $32M
  • EBSA 173
  • PART 80th
  • TYPE Defined Benefit (Pension)
  • NET near Retirement Plan for Employees of Haldor Topsoe,
  • BOOK ind #14700

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

Local Union 1158 I.B.E.W. Pension Fund - PALocal Union 1158 I.B.E.W. Pe…$32MPension Plan of United Way WorldwidePension Plan of United Way W…$32MMedical Group of Beverly Hills Defined Benefit Pension PlanMedical Group of Beverly Hil…$32MRetirement Plan for Employees of Haldor Topsoe,Retirement Plan for Employee…$32MRetirement Plan for Employees of Knouse Foods Cooperative, Inc.Retirement Plan for Employee…$32M
End-of-year total assets ($M) among Medical Group of Beverly Hills Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN954077334
Plan Effective Date2007-01-01
Filing StatusFILING 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
$100M$150M$200M$250M 202220232024 $138M $209M ▲ +51.5%
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.

Medical Group of Beverly Hills 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 ($B) Participants Medical Group of Beverly Hills Defined Benefit Pension Plan, Total assets ($B): 0.032285346 · Participants: 173Medical Group of Beverly Hills Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Medical Group of Beverly Hills Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Medical Group of Beverly Hills Defined Benefit Pension Plan side-by-side with 3 peers →

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 Haldor Topsoe, in TX ($32M); by covered participants it is Core Electric Cooperative Variable Annuity Defined Benefit Plan in CO (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Medical Group of Beverly Hills Defined Benefit Pension Plan assets move in 2023? ▼
Medical Group of Beverly Hills Defined Benefit Pension Plan grew sharply - up 16.9% during 2023, from $28M to $32M. Reported net income was $5M.
How have Medical Group of Beverly Hills plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medical Group of Beverly Hills's sponsor-wide assets grew 51.5%, from $138M to $209M.
Where does Medical Group of Beverly Hills Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Medical Group of Beverly Hills Defined Benefit Pension Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Medical Group of Beverly Hills Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Haldor Topsoe, in TX ($32M, 50 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Medical Group of Beverly Hills Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Core Electric Cooperative Variable Annuity Defined Benefit Plan in CO (173 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954077334.

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.