Defined Benefit (Pension) · DOL Form 5500 · 2022

Richard R. M. Francis, M.D., P.a. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
24
Participants Small participant base
37th
Percentile by assets National rank
$102,882
Avg per participant Below avg balance/head
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Official DOL plan name: Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan · Sponsored by Richard R. M. Francis, M.D., P.a. · Texas · Healthcare & Social Assistance

$2M in assets, 24 participants

Richard R. M. Francis, M.D., P.a.'s Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan reported $2M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,894 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. Defined Benefit Pension Plan at $2M / 24 participants.

#7,894
in Healthcare & Social Assistance (20,060 peers)
-9.1%
assets change YoY

The plan reported a net loss of $248K 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. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan vs every filed plan by assets

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

$2,469,175 37th percentile higher than 37% 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. Defined Benefit Pension 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. Defined Benefit Pension Plan is a small filing (24 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 331040259 · Richard R. M. Francis, M.D., P.a. PY 2022 · Defined Benefit (Pension)

Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan · $2M · 24 · 37th

  • PCT $2M
  • EIN 24
  • RANK 37th
  • PHOTO Defined Benefit (Pension)
  • IND near Ayer Pension Plan
  • EOY ind #7894

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. Defined Benefit Pension Plan in the asset neighbourhood

Richard R. M. Francis, M.D., P.a. Defined Benefit Pension PlanRichard R. M. Francis, M.D.,…$2MAyer Pension Plan$2MAmerican Lending Center Holdings Inc. Defined Benefit Pension PlanAmerican Lending Center Hold…$2MVillage-Local 72 Retail Clerks Ees Ret. PlanVillage-Local 72 Retail Cler…$2MPepsi-Cola Hourly Employees' Retirement PlanPepsi-Cola Hourly Employees'…$2M
End-of-year total assets ($M) among Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) 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)$3M
Net Assets (End of Year)$2M
Net Income-$248K
Employer EIN331040259
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan, Total assets ($B): 0.002469175 · Participants: 24Richard R. M. Francis, M.D., P.a. Defined Benefit Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan side-by-side with 3 peers →

Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Ayer Pension Plan in CA ($2M); by covered participants it is Csc Outsourcing Inc Hourly Pension Plan in VA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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. Defined Benefit Pension Plan assets move in 2022? ▼
Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan pulled back noticeably - down 9.1% during 2022, from $3M to $2M. Reported net income was -$248K.
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 Defined Benefit (Pension) plans are similar in size to Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ayer Pension Plan in CA ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Csc Outsourcing Inc Hourly Pension Plan in VA (24 participants, $18M 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.