Defined Benefit (Pension) · DOL Form 5500 · 2022

Ahmad, Zavitsanos, Anaipakos, Alavi & Mensing, P.C. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
40
Participants Small participant base
51st
Percentile by assets National rank
$129,627
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Aza Cash Balance Plan · Sponsored by Ahmad, Zavitsanos, Anaipakos, Alavi & Mensing, P.C. · Texas · Professional & Technical Services

$5M in assets, 40 participants

Ahmad, Zavitsanos, Anaipakos, Alavi & Mensing, P.C.'s Aza Cash Balance Plan reported $5M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,607 in Professional & Technical Services (21,562 peers)

2022 asset change

Aza Cash Balance Plan contracted severely 48.0% in 2022 ($10M → $5M) for 40 participants.

#10,607
in Professional & Technical Services (21,562 peers)
-48.0%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aza Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Aza Cash Balance Plan vs every filed plan by assets

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

$5,185,074 Top 49% higher than 51% 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

Aza Cash Balance 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. Aza Cash Balance Plan is a small filing (40 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 760407464 · Ahmad, Zavitsanos, Anaipakos, Alavi & Mensing, P.C. PY 2022 · Defined Benefit (Pension)

Aza Cash Balance Plan · $5M · 40 · 51st

  • BOOK $5M
  • BOOK 40
  • BOOK 51st
  • BOOK Defined Benefit (Pension)
  • BOOK near Havas Worldwide Puerto Rico, Inc. Pension Plan
  • BOOK ind #10607

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 Professional & Technical Services retirement plans → · Plans in Texas →

Aza Cash Balance Plan in the asset neighbourhood

Aza Cash Balance Plan$5MPension Plan for Employees of Local 137 Benefit FundsPension Plan for Employees o…$5MHavas Worldwide Puerto Rico, Inc. Pension PlanHavas Worldwide Puerto Rico,…$5MBunge North America, Inc. Decatur Processing Plant Employees' Pension PlanBunge North America, Inc. De…$5MElementis Chemicals Inc. Employees' Retirement PlanElementis Chemicals Inc. Emp…$5M
End-of-year total assets ($M) among Aza Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$5M
Net Income-$5M
Employer EIN760407464
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Aza Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Aza Cash Balance Plan, Total assets ($B): 0.005185074 · Participants: 40Aza Cash Balance 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
Aza Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Aza Cash Balance Plan side-by-side with 3 peers →

Aza Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Havas Worldwide Puerto Rico, Inc. Pension Plan in NY ($5M); by covered participants it is Employees' Retirement Plan of Sterling Insurance Company in NY (40 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 Aza Cash Balance Plan assets move in 2022? ▼
Aza Cash Balance Plan contracted severely - down 48.0% during 2022, from $10M to $5M. Reported net income was -$5M.
Which Defined Benefit (Pension) plans are similar in size to Aza Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Havas Worldwide Puerto Rico, Inc. Pension Plan in NY ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Aza Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Sterling Insurance Company in NY (40 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 760407464.

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.