401(k) · DOL Form 5500 · 2023
Arizona Pulmonary Specialists, Ltd. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 88
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $333,441
- Avg per participant High balance/head
Official DOL plan name: Arizona Pulmonary Specialists, Ltd. Savings Plan · Sponsored by Arizona Pulmonary Specialists, Ltd. · Arizona · Healthcare & Social Assistance
$29M in assets, 88 participants
Arizona Pulmonary Specialists, Ltd.'s Arizona Pulmonary Specialists, Ltd. Savings Plan reported $29M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #14,523 in Healthcare & Social Assistance (17,684 peers)
Where Arizona Pulmonary Specialists, Ltd. Savings Plan sits by assets
Arizona Pulmonary Specialists, Ltd. Savings Plan sits in the top quartile of all filed plans by assets, $29M for 88 participants (~$333,441/participant), up 11.6% in 2023.
- #14,523
- in Healthcare & Social Assistance (17,684 peers)
- +11.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Arizona Pulmonary Specialists, Ltd. Savings Plan's outsized position by total assets
Arizona Pulmonary Specialists, Ltd. Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,342,765 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Arizona Pulmonary Specialists, Ltd. Savings 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. Arizona Pulmonary Specialists, Ltd. Savings Plan is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Arizona Pulmonary Specialists, Ltd. Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Arizona Pulmonary Specialists, Ltd. Savings Plan reported participants fell from 100 in the plan year 2022 filing to 88 in the plan year 2023 filing.
- Arizona Pulmonary Specialists, Ltd. Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
DOL schedule card
Filing strip 860831961 · Arizona Pulmonary Specialists, Ltd. PY 2023 · 401(k)
Arizona Pulmonary Specialists, Ltd. Savings Plan · $29M · 88 · 79th
- BOY $29M
- BOY 88
- BOY 79th
- BOY 401(k)
- BOY near Goettsch Partners, Inc. Profit Sharing Plan
- BOY ind #14523
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 Arizona →
Arizona Pulmonary Specialists, Ltd. Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 860831961 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arizona Pulmonary Specialists, Ltd.)
Sponsor-wide plan assets over time
All Arizona Pulmonary Specialists, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 16.85195692510778% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $26M |
| 2023 | 1 | 88 | $29M |
| 2024 | 1 | 83 | $22M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Arizona Pulmonary Specialists, Ltd. Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Goettsch Partners, Inc. Profit Sharing Plan in IL ($29M); by covered participants it is Martines Palmeiro Construction 401(k) Plan in CO (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Goettsch Partners, Inc. Profit Sharing Plan (IL) $29M · 72
- Adimab, LLC 401(k) Profit Sharing Plan (NH) $29M · 128
- Truity Federal Credit Union Capital Accumulation Plan (OK) $29M · 206
- Intelligenesis 401(k) Plan (MD) $29M · 162
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Martines Palmeiro Construction 401(k) Plan (CO) 88 · 0 off
- Unifocus, LP Retirement Savings Plan (TX) 88 · 0 off
- Eveden, Inc. Employee Retirement Plan (MA) 88 · 0 off
- Frank C. Videon, Inc. Employee Benefit Plan (PA) 88 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.