Defined Benefit (Pension) · DOL Form 5500 · 2022

Sovi Joseph, M.D., P.a. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
39th
Percentile by assets National rank
$937,568
Avg per participant High balance/head
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Official DOL plan name: Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust · Sponsored by Sovi Joseph, M.D., P.a. · Florida · Healthcare & Social Assistance

$3M in assets, 3 participants

Sovi Joseph, M.D., P.a.'s Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,512 in Healthcare & Social Assistance (20,060 peers)

Sovi Joseph, M.D., P.a. multi-year trail

Sovi Joseph, M.D., P.a.'s plans moved -85.8% in assets from 2022 to 2024; this filing shows Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust at $3M / 3 participants.

#8,512
in Healthcare & Social Assistance (20,060 peers)
-11.7%
assets change YoY

The plan reported a net loss of $383K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust vs every filed plan by assets

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

$2,812,704 39th percentile higher than 39% 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

Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 205641739 · Sovi Joseph, M.D., P.a. PY 2022 · Defined Benefit (Pension)

Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust · $3M · 3 · 39th

  • PHOTO $3M
  • IND 3
  • EOY 39th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Randy W. Garland, Dds, Inc. Cash Balance Plan
  • PCT ind #8512

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 Florida →

Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust in the asset neighbourhood

Lnp Engineering Plastics Inc. Pension Plan for Union EmployeesLnp Engineering Plastics Inc…$3MJewish Home for the Elderly Defined Benefit Pension PlanJewish Home for the Elderly …$3MSovi Joseph, M.D., P.a. Cash Balance Pension Plan and TrustSovi Joseph, M.D., P.a. Cash…$3MRandy W. Garland, Dds, Inc. Cash Balance PlanRandy W. Garland, Dds, Inc. …$3MLava Lava, LLC Defined Benefit Plan & TrustLava Lava, LLC Defined Benef…$3M
End-of-year total assets ($M) among Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Sovi Joseph, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Sovi Joseph, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$624K 85.80844264853204% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $4.4M $0.62M ▼ -85.9%
Year Plans Participants Total Assets
2022 2 6 $4M
2023 1 N/A $2M
2024 1 N/A $624K

Sovi Joseph, M.D., P.a. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$383K
Employer EIN205641739
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust, Total assets ($B): 0.002812704 · Participants: 3Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and TrustL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust side-by-side with 3 peers →

Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Randy W. Garland, Dds, Inc. Cash Balance Plan in CA ($3M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust assets move in 2022? ▼
Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust pulled back noticeably - down 11.7% during 2022, from $3M to $3M. Reported net income was -$383K.
How have Sovi Joseph, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sovi Joseph, M.D., P.a.'s sponsor-wide assets declined 85.8%, from $4M to $624K.
Which Defined Benefit (Pension) plans are similar in size to Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Randy W. Garland, Dds, Inc. Cash Balance Plan in CA ($3M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sovi Joseph, M.D., P.a. Cash Balance Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 205641739.

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.