· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COMMUNITY PHYSICIANS GROUP, INC. — COMMUNITY PHYSICIANS GROUP, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250818172152NAL0000755635001
COMMUNITY PHYSICIANS GROUP, INC.
Form 5500-SF
FILING_RECEIVED
COMMUNITY PHYSICIANS GROUP, INC. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
63
Accounts w/ balance
—
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COMMUNITY PHYSICIANS GROUP, INC.
.
Find decision makers
Plan sponsor
Name
COMMUNITY PHYSICIANS GROUP, INC.
EIN
85-2554629
Address
45 RIVER PARK PL W, SUITE 507 · FRESNO, CA · 93720
Phone
(559) 324-6894
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-08-18
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
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 providers
Related plans
Similar-size Offices of Physicians plans
PASADENA SURGERY CENTER, LLC
PASADENA SURGERY CENTER, LLC PROFIT SHARING PLAN
$7.6M · 13 participants
SOUTHEAST MEDICAL CLINIC
SOUTHEAST MEDICAL CLINIC 401(K) RETIREMENT SAVINGS PLAN
$7.6M · 16 participants
WESLEY & KLIPPENSTEIN, P.C.
WESLEY & KLIPPENSTEIN, PC 401(K) PROFIT SHARING PLAN
$7.6M · 19 participants
AUSTIN SPORTS MEDICINE
AUSTIN SPORTS MEDICINE 401(K) PLAN AND TRUST
$7.6M · 56 participants
SOUTHWEST FAMILY PHYSICIANS, INC.
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.
SOUTHWEST FAMILY PHYSICIANS INC. PROFIT SHARING PLAN & TRUST
$7.6M · 52 participants
GREENSBORO PEDIATRICIANS, INC.
GREENSBORO PEDIATRICIANS INC 401K PLAN
$7.6M · 30 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
