401(k) · DOL Form 5500 · 2022

Richard R. M. Francis, M.D., P.a. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
20
Participants Small participant base
42nd
Percentile by assets National rank
$166,928
Avg per participant Above avg balance/head
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Official DOL plan name: Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan · Sponsored by Richard R. M. Francis, M.D., P.a. · Texas · Healthcare & Social Assistance

$3M in assets, 20 participants

Richard R. M. Francis, M.D., P.a.'s Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan reported $3M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,371 in Healthcare & Social Assistance (20,060 peers)

Richard R. M. Francis, M.D., P.a. multi-year trail

Richard R. M. Francis, M.D., P.a.'s plans moved -15.8% in assets from 2022 to 2024; this filing shows Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan at $3M / 20 participants.

#9,371
in Healthcare & Social Assistance (20,060 peers)
-10.1%
assets change YoY

The plan reported a net loss of $374K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan vs every filed plan by assets

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

$3,338,550 42nd percentile higher than 42% 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

Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan is a small filing (20 participants) on this national headcount ladder.

DOL schedule card

Filing strip 331040259 · Richard R. M. Francis, M.D., P.a. PY 2022 · 401(k)

Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan · $3M · 20 · 42nd

  • NET $3M
  • NET 20
  • NET 42nd
  • NET 401(k)
  • NET near Link Auto and Rv, LLC 401(k) Retirement Plan
  • NET ind #9371

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 Texas →

Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan in the asset neighbourhood

Richard R. M. Francis, M.D., P.a. 401(k) Retirement PlanRichard R. M. Francis, M.D.,…$3MLink Auto and Rv, LLC 401(k) Retirement PlanLink Auto and Rv, LLC 401(k)…$3MAppalachian Wood Products, Inc. 401(k) Profit Sharing PlanAppalachian Wood Products, I…$3MClearbridge Technology Group, LLC 401(k) PlanClearbridge Technology Group…$3MGerent, LLC 401(k) Plan$3M
End-of-year total assets ($M) among Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Richard R. M. Francis, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Richard R. M. Francis, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.774455574256702% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $5.81M $4.89M ▼ -15.8%
Year Plans Participants Total Assets
2022 2 44 $6M
2023 2 35 $4M
2024 2 57 $5M

Richard R. M. Francis, M.D., P.a. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$374K
Employer EIN331040259
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan, Total assets ($B): 0.00333855 · Participants: 20Richard R. M. Francis, M.D., P.a. 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan side-by-side with 3 peers →

Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Link Auto and Rv, LLC 401(k) Retirement Plan in WI ($3M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan assets move in 2022? ▼
Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan pulled back noticeably - down 10.1% during 2022, from $4M to $3M. Reported net income was -$374K.
How have Richard R. M. Francis, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard R. M. Francis, M.D., P.a.'s sponsor-wide assets declined 15.8%, from $6M to $5M.
Which 401(k) plans are similar in size to Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Link Auto and Rv, LLC 401(k) Retirement Plan in WI ($3M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Richard R. M. Francis, M.D., P.a. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M 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 331040259.

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.