Defined Benefit (Pension) · DOL Form 5500 · 2022

Sammy Lerma III, M.D., P.a. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
32nd
Percentile by assets National rank
$122,594
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust · Sponsored by Sammy Lerma III, M.D., P.a. · Texas · Healthcare & Social Assistance

$2M in assets, 15 participants

Sammy Lerma III, M.D., P.a.'s Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust reported $2M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,607 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust holds $2M for 15 participants - about $122,594 per participant, in the lower half of filed plans by assets.

#6,607
in Healthcare & Social Assistance (20,060 peers)
-2.1%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust among the smaller filed plans by assets

Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust vs every filed plan by assets

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

$1,838,908 32nd percentile higher than 32% 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

Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust is a small filing (15 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 742723205 · Sammy Lerma III, M.D., P.a. PY 2022 · Defined Benefit (Pension)

Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust · $2M · 15 · 32nd

  • VS-ST $2M
  • BOY 15
  • SCH 32nd
  • EBSA Defined Benefit (Pension)
  • PART near Fred J. Vecchione, D.D.S., P.C. Pension Plan
  • TYPE ind #6607

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 →

Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust in the asset neighbourhood

Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan TrustSammy Lerma III, M.D., P.a. …$2MFred J. Vecchione, D.D.S., P.C. Pension PlanFred J. Vecchione, D.D.S., P…$2MMeepos & Company, Cpa's, LLP Cash Balance PlanMeepos & Company, Cpa's, LLP…$2MRobert J. Anderson, M.D., P.a. Defined Benefit Pension TrustRobert J. Anderson, M.D., P.…$2MSeethalakshmi Natesan Defined Benefit Pension PlanSeethalakshmi Natesan Define…$2M
End-of-year total assets ($M) among Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$39K
Employer EIN742723205
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust, Total assets ($B): 0.001838908 · Participants: 15Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan TrustAT&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
Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust side-by-side with 3 peers →

Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Fred J. Vecchione, D.D.S., P.C. Pension Plan in NJ ($2M); by covered participants it is The Egc Group, Inc. Cash Balance Plan in NY (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust assets move in 2022? ▼
Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust edged down modestly - down 2.1% during 2022, from $2M to $2M. Reported net income was -$39K.
Which Defined Benefit (Pension) plans are similar in size to Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fred J. Vecchione, D.D.S., P.C. Pension Plan in NJ ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sammy Lerma III, M.D., P.a. Defined Benefit Pension Plan Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Egc Group, Inc. Cash Balance Plan in NY (15 participants, N/A 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 742723205.

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.