401(k)
2022 plan-year 401(k) DOL Form 5500

Neurological Associates of Tucson Retirement Plan

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

Sponsored by Neurological Associates of Tucson, P.C. · Arizona · Healthcare & Social Assistance

What the 2023 filing shows

Neurological Associates of Tucson Retirement Plan holds $25M for 121 participants — about $203,268 per participant, down 22.5% over the 2022 plan year.

$25M
total plan assets (2022 EOY)
121
covered participants
$203,268
avg assets per participant
-22.5%
assets change YoY

The plan reported a net loss of $7M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$25M
Participants
121
State
Industry
Healthcare & Social Assistance

What the Filing Says About Neurological Associates of Tucson Retirement Plan

Neurological Associates of Tucson Retirement Plan is a 401(k) retirement plan sponsored by Neurological Associates of Tucson, P.C., headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 121 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 860187416, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2022 to $25M at year-end — a decline of 22.5%. Net assets (after liabilities) closed the year at $25M, with reported net income of $-7,129,245 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)$32M
Total Assets (End of Year)$25M
Net Assets (End of Year)$25M
Net Income$-7,129,245
Plan Type401(k)
Employer EIN860187416
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neurological Associates of Tucson, P.C.)

Year Plans Participants Total Assets
2022 1 121 $25M
2023 1 129 $21M
2024 1 154 $27M

Nearby 401(k) Plans in Arizona

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

Frequently Asked Questions

How much money is in the Neurological Associates of Tucson Retirement Plan?
As of the 2022 Form 5500 filing, Neurological Associates of Tucson Retirement Plan holds $25M in total assets with 121 participants. It is sponsored by Neurological Associates of Tucson, P.C..
What type of plan is Neurological Associates of Tucson Retirement Plan?
Neurological Associates of Tucson Retirement Plan is a 401(k) plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 860187416.
Who sponsors the Neurological Associates of Tucson Retirement Plan?
Neurological Associates of Tucson Retirement Plan is sponsored by Neurological Associates of Tucson, P.C., located in Arizona. The sponsor's EIN is 860187416 and the plan operates in the Healthcare & Social Assistance industry.
How did Neurological Associates of Tucson Retirement Plan perform in 2022?
Neurological Associates of Tucson Retirement Plan declined by 22.5% during 2022, moving from $32M to $25M in total assets. Net income was $-7,129,245.
Where can I find official filings for Neurological Associates of Tucson Retirement Plan?
Official Form 5500 filings for Neurological Associates of Tucson Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860187416 or plan name at efast.dol.gov.
How does Neurological Associates of Tucson Retirement Plan compare to other plans?
You can compare Neurological Associates of Tucson Retirement Plan against other 401(k) plans on the plan type page, or view plans in Arizona 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 860187416.

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.