Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Y. William Barsoum, MD, Inc.
EIN 45-3217505Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$374K assets
Welfare
0
Participants
9
PO BOX 6580 - VISALIA, CA 93290973-979-0577
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $374K assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
Y. WILLIAM BARSOUM, MD, INC. DEFINED BENEFIT PLAN
Traditional DB
Assets$290K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
Y. WILLIAM BARSOUM, MD, INC. 401(K) PLAN
401(k)
Assets$84K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | Y. WILLIAM BARSOUM, MD, INC. DEFINED BENEFIT PLAN | Traditional DB | $290K | 5 | 2025 | |
| 001 | Y. WILLIAM BARSOUM, MD, INC. 401(K) PLAN | 401(k) | $84K | 4 | 2025 |
Retirement plans