Defined Benefit (Pension) · DOL Form 5500 · 2024

Jon P. Kelly Md, a Medical Corporation Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$578,607
Avg per participant High balance/head
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Official DOL plan name: Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan · Sponsored by Jon P. Kelly Md, a Medical Corporation · California · Healthcare & Social Assistance

$2M in assets, 4 participants

Jon P. Kelly Md, a Medical Corporation's Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,035 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan holds $2M for 4 participants - about $578,607 per participant, in the lower half of filed plans by assets.

#5,035
in Healthcare & Social Assistance (16,916 peers)
+0.0%
assets growth YoY

Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan among the smaller filed plans by assets

Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan vs every filed plan by assets

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

$2,314,427 31st percentile higher than 31% 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

Jon P. Kelly Md, a Medical Corporation 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. Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 330770250 · Jon P. Kelly Md, a Medical Corporation PY 2024 · Defined Benefit (Pension)

Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan · $2M · 4 · 31st

  • PHOTO $2M
  • IND 4
  • EOY 31st
  • 5500 Defined Benefit (Pension)
  • ASSETS near Ratzan Law Group, P.a. Cash Balance Plan
  • PCT ind #5035

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 →

Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan in the asset neighbourhood

Tiny Pyro Productions Inc Defined Benefit Pension PlanTiny Pyro Productions Inc De…$2MJon P. Kelly Md, a Medical Corporation Defined Benefit Pension PlanJon P. Kelly Md, a Medical C…$2MRatzan Law Group, P.a. Cash Balance PlanRatzan Law Group, P.a. Cash …$2MEmployee Benefits Plan of Family Services, Inc.Employee Benefits Plan of Fa…$2MSb Advisors, LLC Defined Benefit PlanSb Advisors, LLC Defined Ben…$2M
End-of-year total assets ($M) among Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Employer EIN330770250
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jon P. Kelly Md, a Medical Corporation)

Sponsor-wide plan assets over time

All Jon P. Kelly Md, a Medical Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.392499536349279% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M 202220232024 $2.14M $2.31M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Nearby Defined Benefit (Pension) Plans in California

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

Jon P. Kelly Md, a Medical Corporation 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 ($B) Participants Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan, Total assets ($B): 0.002314427 · Participants: 4Jon P. Kelly Md, a Medical Corporation 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
Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan side-by-side with 3 peers →

Jon P. Kelly Md, a Medical Corporation 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 Ratzan Law Group, P.a. Cash Balance Plan in FL ($2M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

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 Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan assets move in 2024? ▼
Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan held essentially flat - up 0.0% during 2024, from $2M to $2M.
How have Jon P. Kelly Md, a Medical Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jon P. Kelly Md, a Medical Corporation's sponsor-wide assets grew 8.4%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ratzan Law Group, P.a. Cash Balance Plan in FL ($2M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants, N/A 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 330770250.

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.