Defined Benefit (Pension) · DOL Form 5500 · 2022

Robert J. Anderson, M.D., P.a. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$922,415
Avg per participant High balance/head
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Official DOL plan name: Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust · Sponsored by Robert J. Anderson, M.D., P.a. · Florida · Healthcare & Social Assistance

$2M in assets, 2 participants

Robert J. Anderson, M.D., P.a.'s Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,615 in Healthcare & Social Assistance (20,060 peers)

Robert J. Anderson, M.D., P.a. multi-year trail

Robert J. Anderson, M.D., P.a.'s plans moved +19.6% in assets from 2022 to 2024; this filing shows Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust at $2M / 2 participants.

#6,615
in Healthcare & Social Assistance (20,060 peers)
-17.6%
assets change YoY

The plan reported a net loss of $394K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust among the smaller filed plans by assets

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust vs every filed plan by assets

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

$1,844,829 33rd percentile higher than 33% 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

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 201811709 · Robert J. Anderson, M.D., P.a. PY 2022 · Defined Benefit (Pension)

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust · $2M · 2 · 33rd

  • EOY $2M
  • 5500 2
  • ASSETS 33rd
  • PCT Defined Benefit (Pension)
  • EIN near Hackensack Radiology Group, P.a. Cash Balance Plan
  • RANK ind #6615

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 Florida →

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust in the asset neighbourhood

Hackensack Radiology Group, P.a. Cash Balance PlanHackensack Radiology Group, …$2MBansi Corp. Dba Total Care Pharmacy Defined Benefit Pension PlanBansi Corp. Dba Total Care P…$2MHelen Andrews, Inc. Defined Benefit Pension PlanHelen Andrews, Inc. Defined …$2MRobert J. Anderson, M.D., P.a. Defined Benefit Pension TrustRobert J. Anderson, M.D., P.…$2MSammy Lerma III, M.D., P.a. Defined Benefit Pension Plan TrustSammy Lerma III, M.D., P.a. …$2M
End-of-year total assets ($M) among Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Robert J. Anderson, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Robert J. Anderson, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.591485950744453% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.94M $2.32M ▲ +19.6%
Year Plans Participants Total Assets
2022 2 6 $2M
2023 2 6 $2M
2024 2 6 $2M

Robert J. Anderson, M.D., P.a. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$394K
Employer EIN201811709
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust, Total assets ($B): 0.001844829 · Participants: 2Robert J. Anderson, M.D., P.a. Defined Benefit Pension TrustL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust side-by-side with 3 peers →

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Hackensack Radiology Group, P.a. Cash Balance Plan in NJ ($2M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

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 Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust assets move in 2022? ▼
Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust declined sharply - down 17.6% during 2022, from $2M to $2M. Reported net income was -$394K.
How have Robert J. Anderson, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert J. Anderson, M.D., P.a.'s sponsor-wide assets grew 19.6%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hackensack Radiology Group, P.a. Cash Balance Plan in NJ ($2M, 108 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201811709.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.