Defined Benefit (Pension) · DOL Form 5500 · 2023

Boca General and Family Medicine, P.a. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
34th
Percentile by assets National rank
$245,580
Avg per participant Above avg balance/head
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Official DOL plan name: Boca General and Family Medicine Defined Benefit Plan · Sponsored by Boca General and Family Medicine, P.a. · Florida · Healthcare & Social Assistance

$3M in assets, 11 participants

Boca General and Family Medicine, P.a.'s Boca General and Family Medicine Defined Benefit Plan reported $3M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,108 in Healthcare & Social Assistance (17,684 peers)

Boca General and Family Medicine, P.a. multi-year trail

Boca General and Family Medicine, P.a.'s plans moved +41.6% in assets from 2022 to 2024; this filing shows Boca General and Family Medicine Defined Benefit Plan at $3M / 11 participants.

#6,108
in Healthcare & Social Assistance (17,684 peers)
+23.2%
assets growth YoY

Boca General and Family Medicine Defined Benefit Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Boca General and Family Medicine Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,701,376 34th percentile higher than 34% of 127,068 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 2023

Boca General and Family Medicine Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boca General and Family Medicine Defined Benefit Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boca General and Family Medicine Defined Benefit Plan reported net income rose from $198K in the plan year 2022 filing to $509K in the plan year 2023 filing.
  • Boca General and Family Medicine Defined Benefit Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Boca General and Family Medicine Defined Benefit Plan reported participants rose from 9 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 592131367 · Boca General and Family Medicine, P.a. PY 2023 · Defined Benefit (Pension)

Boca General and Family Medicine Defined Benefit Plan · $3M · 11 · 34th

  • RANK $3M
  • PHOTO 11
  • IND 34th
  • EOY Defined Benefit (Pension)
  • 5500 near Employee Benefits Plan of Family Services, Inc.
  • ASSETS ind #6108

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 →

Boca General and Family Medicine Defined Benefit Plan in the asset neighbourhood

Boca General and Family Medicine Defined Benefit PlanBoca General and Family Medi…$3MEmployee Benefits Plan of Family Services, Inc.Employee Benefits Plan of Fa…$3MGpi Engineers & Builders, Inc. Defined Benefit Pension PlanGpi Engineers & Builders, In…$3MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$3MLeon Elster, Inc. Defined Benefit Pension PlanLeon Elster, Inc. Defined Be…$3M
End-of-year total assets ($M) among Boca General and Family Medicine Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Boca General and Family Medicine, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Boca General and Family Medicine, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.592336353976165% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.19M $3.1M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 11 $3M
2024 1 12 $3M

Boca General and Family Medicine, P.a. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$509K
Employer EIN592131367
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Boca General and Family Medicine Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Boca General and Family Medicine Defined Benefit Plan, Total assets ($B): 0.002701376 · Participants: 11Boca General and Family Medicine Defined Benefit PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Boca General and Family Medicine Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Boca General and Family Medicine Defined Benefit Plan side-by-side with 3 peers →

Boca General and Family Medicine Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Employee Benefits Plan of Family Services, Inc. in NC ($3M); by covered participants it is Therapeutic Radiation Oncology, P.C. Cash Balance Plan in GA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Boca General and Family Medicine Defined Benefit Plan assets move in 2023? ▼
Boca General and Family Medicine Defined Benefit Plan grew sharply - up 23.2% during 2023, from $2M to $3M. Reported net income was $509K.
How have Boca General and Family Medicine, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boca General and Family Medicine, P.a.'s sponsor-wide assets grew 41.6%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Boca General and Family Medicine Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employee Benefits Plan of Family Services, Inc. in NC ($3M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Boca General and Family Medicine Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Therapeutic Radiation Oncology, P.C. Cash Balance Plan in GA (11 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592131367.

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.