Back to filter
Original filing (PDF)20250930125647NAL0019457474001
JASON B DIAMOND MD INC
Form 5500-SF
FILING_RECEIVED
JASON B. DIAMOND MD INC PENSION PLAN
Defined-benefit pension plan
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JASON B DIAMOND MD INC.
Plan sponsor
Name
JASON B DIAMOND MD INC
EIN
20-0860087
Address
9400 BRIGHTON WAY, PENTHOUSE · BEVERLY HILLS, CA · 90210
Phone
(310) 859-9816
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
SOUTHEASTERN CENTER FOR FERTILITY AND REPRODUCTIVE SURGERY, PLLC
SOUTHEASTERN CENTER FOR FERTILITY AND REPRODUCTIVE SURGERY, PLLC 401(K) PLAN
$4.6M · 9 participants
ASHRAF NASHED, MD PA , A MEDICAL CORPORATION
ASHRAF NASHED, MD PA , A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN
$4.6M · 4 participants
PC PAIN MANAGEMENT, LLC
PC PAIN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$4.6M · 31 participants
THE SPINE DIAGNOSTIC CENTER, INC.
THE SPINE DIAGNOSTIC CENTER, INC. 401K PROFIT SHARING PLAN AND TRUST
$4.6M · 35 participants
SALVATORE J. LOPORCHIO, M.D.
SALVATORE J. LOPORCHIO, M.D. RETIREMENT PLAN
$4.6M · 7 participants
ELITE MEDICAL EXPERTS, LLC
ELITE MEDICAL EXPERTS, LLC 401(K) SAVINGS PLAN
$4.6M · 13 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
