Back to filter
Original filing (PDF)20250703092935NAL0000226195001
CHITRA VENKATRAMAN, MD, PA
Form 5500-SF
FILING_RECEIVED
VENKATRAMAN PENSION PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
86
/ 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
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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 CHITRA VENKATRAMAN, MD, PA.
Plan sponsor
Name
CHITRA VENKATRAMAN, MD, PA
EIN
52-2208885
Address
10710 RIVER ROAD · POTOMAC, MD · 20854
Phone
(301) 646-1232
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
2025-07-03
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
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
FRANK D. YELIAN, M.D. PC
FRANK D. YELIAN M.D. PC RETIREMENT PLAN
$3.5M · 49 participants
HOWARD L. SOFEN MD A MEDICAL CO.
HOWARD L. SOFEN MD A MEDICAL CO 401(K) PROFIT SHARING PLAN AND TRUST
$3.5M · 28 participants
SOUTHPOINTE PEDIATRICS, P.C.
SOUTHPOINTE PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN
$3.5M · 10 participants
IQ SURGICAL ASSOCIATES, INC.
IQ SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$3.5M · 9 participants
UNIVERSITY REPRODUCTIVE ASSOC
UNIVERSITY REPRODUCTIVE ASSOC 401(K) PROFIT SHARING PLAN & TRUST
$3.5M · 72 participants
DEBORAH ANN YU, M.D. PROFESSIONAL CORPORATION
DEBORAH ANN YU, M.D. PROFESSIONAL CORPORATION PENSION PLAN
$3.5M · 2 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
