Defined Benefit (Pension) · DOL Form 5500 · 2022

Allergy and Pulmonary Associates, P.a. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$348,932
Avg per participant High balance/head
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Official DOL plan name: Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan · Sponsored by Allergy and Pulmonary Associates, P.a. · New Jersey · Healthcare & Social Assistance

$1M in assets, 3 participants

Allergy and Pulmonary Associates, P.a.'s Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,570 in Healthcare & Social Assistance (20,060 peers)

Allergy and Pulmonary Associates, P.a. multi-year trail

Allergy and Pulmonary Associates, P.a.'s plans moved +23.4% in assets from 2022 to 2023; this filing shows Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan at $1M / 3 participants.

#4,570
in Healthcare & Social Assistance (20,060 peers)
-19.2%
assets change YoY

The plan reported a net loss of $249K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan among the smaller filed plans by assets

Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,046,797 25th percentile higher than 25% of 139,123 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 2022

Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 223044454 · Allergy and Pulmonary Associates, P.a. PY 2022 · Defined Benefit (Pension)

Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan · $1M · 3 · 25th

  • SCH $1M
  • EBSA 3
  • PART 25th
  • TYPE Defined Benefit (Pension)
  • NET near Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees
  • BOOK ind #4570

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 New Jersey →

Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan in the asset neighbourhood

Allergy and Pulmonary Associates, P.a. Cash Balance Pension PlanAllergy and Pulmonary Associ…$1MEmblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained EmployeesEmblemhealth Services Compan…$1MAssociates in Dermatology PLLC Cash Balance PlanAssociates in Dermatology PL…$1MForbes Associates Inc. Defined Benefit Pension PlanForbes Associates Inc. Defin…$1MKerns and Associates, Inc. Defined Benefit Pension PlanKerns and Associates, Inc. D…$1M
End-of-year total assets ($M) among Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Allergy and Pulmonary Associates, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Allergy and Pulmonary Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 23.372439928658565% vs 2022
2023 filing year
$1M$1.1M$1.2M$1.3M$1.4M 20222023 $1.05M $1.29M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 2 4 $1M

Allergy and Pulmonary Associates, P.a. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$249K
Employer EIN223044454
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan, Total assets ($B): 0.001046797 · Participants: 3Allergy and Pulmonary Associates, P.a. Cash Balance Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees in NY ($1M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan assets move in 2022?
Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan declined sharply - down 19.2% during 2022, from $1M to $1M. Reported net income was -$249K.
How have Allergy and Pulmonary Associates, P.a. plan assets changed over time?
Across 2 plan years on file (2022-2023), Allergy and Pulmonary Associates, P.a.'s sponsor-wide assets grew 23.4%, from $1M to $1M.
Where does Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan rank by assets among Form 5500 filers?
Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees in NY ($1M, 88 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K in assets).