Other
2022 plan-year Other DOL Form 5500

Texas Oncology P.a. Cash Balance Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Texas Oncology, P.a. · Texas · Healthcare & Social Assistance

What the 2023 filing shows

Texas Oncology P.a. Cash Balance Pension Plan holds $43M for 214 participants — about $199,547 per participant, up 18.5% over the 2022 plan year.

$43M
total plan assets (2022 EOY)
214
covered participants
$199,547
avg assets per participant
+18.5%
assets growth YoY
Total Assets (2023)
$43M
Participants
214
State
Industry
Healthcare & Social Assistance

What the Filing Says About Texas Oncology P.a. Cash Balance Pension Plan

Texas Oncology P.a. Cash Balance Pension Plan is a Other retirement plan sponsored by Texas Oncology, P.a., headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $43M in total end-of-year assets and covers 214 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 752131429, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $36M at the beginning of 2022 to $43M at year-end — a gain of 18.5%. Net assets (after liabilities) closed the year at $43M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$36M
Total Assets (End of Year)$43M
Net Assets (End of Year)$43M
Net Income$7M
Plan TypeOther
Employer EIN752131429
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Oncology, P.a.)

Year Plans Participants Total Assets
2022 2 3,678 $842M
2023 2 3,937 $1.1B
2024 2 4,871 $1.2B

Nearby Other Plans in Texas

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Texas Oncology P.a. Cash Balance Pension Plan?
As of the 2022 Form 5500 filing, Texas Oncology P.a. Cash Balance Pension Plan holds $43M in total assets with 214 participants. It is sponsored by Texas Oncology, P.a..
What type of plan is Texas Oncology P.a. Cash Balance Pension Plan?
Texas Oncology P.a. Cash Balance Pension Plan is a Other plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 752131429.
Who sponsors the Texas Oncology P.a. Cash Balance Pension Plan?
Texas Oncology P.a. Cash Balance Pension Plan is sponsored by Texas Oncology, P.a., located in Texas. The sponsor's EIN is 752131429 and the plan operates in the Healthcare & Social Assistance industry.
How did Texas Oncology P.a. Cash Balance Pension Plan perform in 2022?
Texas Oncology P.a. Cash Balance Pension Plan grew by 18.5% during 2022, moving from $36M to $43M in total assets. Net income was $7M.
Where can I find official filings for Texas Oncology P.a. Cash Balance Pension Plan?
Official Form 5500 filings for Texas Oncology P.a. Cash Balance Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 752131429 or plan name at efast.dol.gov.
How does Texas Oncology P.a. Cash Balance Pension Plan compare to other plans?
You can compare Texas Oncology P.a. Cash Balance Pension Plan against other Other plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 752131429.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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