Defined Benefit (Pension) · DOL Form 5500 · 2024

Medical Group of Beverly Hills, Inc. Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
215
Participants Below avg headcount
79th
Percentile by assets National rank
$158,991
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan · Sponsored by Medical Group of Beverly Hills, Inc. · California · Healthcare & Social Assistance

$34M in assets, 215 participants

Medical Group of Beverly Hills, Inc.'s Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan reported $34M in total assets and 215 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,927 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan covers 215 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $34M.

#13,927
in Healthcare & Social Assistance (16,916 peers)
+5.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan's outsized position by total assets

Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$34,182,998 Top 21% higher than 79% 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

Medical Group of Beverly Hills, Inc. 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, Inc. Defined Benefit Pension Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan reported participants rose from 173 in the plan year 2023 filing to 215 in the plan year 2024 filing.
  • Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan end-of-year assets rose from $32M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954077334 · Medical Group of Beverly Hills, Inc. PY 2024 · Defined Benefit (Pension)

Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan · $34M · 215 · 79th

  • RANK $34M
  • PHOTO 215
  • IND 79th
  • EOY Defined Benefit (Pension)
  • 5500 near Employees' Retirement Plan of Ellis Hospital
  • ASSETS ind #13927

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, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Orthocarolina Cash Balance Pension PlanOrthocarolina Cash Balance P…$34MNovelis Terre Haute Hourly Pension PlanNovelis Terre Haute Hourly P…$34MStaff Retirement Plan of the Excavators Union Local 731Staff Retirement Plan of the…$34MMedical Group of Beverly Hills, Inc. Defined Benefit Pension PlanMedical Group of Beverly Hil…$34MEmployees' Retirement Plan of Ellis HospitalEmployees' Retirement Plan o…$34M
End-of-year total assets ($M) among Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$34M
Net Income$2M
Employer EIN954077334
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medical Group of Beverly Hills, Inc.)

Sponsor-wide plan assets over time

All Medical Group of Beverly Hills, Inc. 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, 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 ($B) Participants Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.034182998 · Participants: 215Medical Group of Beverly Hills, 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
Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Medical Group of Beverly Hills, 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 Employees' Retirement Plan of Ellis Hospital in NY ($34M); by covered participants it is Everest Reinsurance Retirement Plan in NJ (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan grew at a solid clip - up 5.9% during 2024, from $32M to $34M. Reported net income was $2M.
How have Medical Group of Beverly Hills, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medical Group of Beverly Hills, Inc.'s sponsor-wide assets grew 51.5%, from $138M to $209M.
Where does Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Ellis Hospital in NY ($34M, 231 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Everest Reinsurance Retirement Plan in NJ (215 participants, $332M 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 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.