Defined Benefit (Pension) · DOL Form 5500 · 2022

Surendher Lokareddy, M.D., P.C. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
11
Participants Small participant base
47th
Percentile by assets National rank
$380,911
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Surendher Lokareddy, M.D., P.C. Cash Balance Plan · Sponsored by Surendher Lokareddy, M.D., P.C. · Arizona · Healthcare & Social Assistance

$4M in assets, 11 participants

Surendher Lokareddy, M.D., P.C.'s Surendher Lokareddy, M.D., P.C. Cash Balance Plan reported $4M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #10,447 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Surendher Lokareddy, M.D., P.C. Cash Balance Plan surged 32.3% in 2022 ($3M → $4M) for 11 participants.

#10,447
in Healthcare & Social Assistance (20,060 peers)
+32.3%
assets growth YoY

Surendher Lokareddy, M.D., P.C. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Surendher Lokareddy, M.D., P.C. Cash Balance Plan vs every filed plan by assets

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

$4,190,020 47th percentile higher than 47% 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

Surendher Lokareddy, M.D., P.C. Cash Balance Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surendher Lokareddy, M.D., P.C. Cash Balance Plan is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 860793520 · Surendher Lokareddy, M.D., P.C. PY 2022 · Defined Benefit (Pension)

Surendher Lokareddy, M.D., P.C. Cash Balance Plan · $4M · 11 · 47th

  • NET $4M
  • NET 11
  • NET 47th
  • NET Defined Benefit (Pension)
  • NET near Cleveland Soft Drink Workers Pension Plan
  • NET ind #10447

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 →

Surendher Lokareddy, M.D., P.C. Cash Balance Plan in the asset neighbourhood

Surendher Lokareddy, M.D., P.C. Cash Balance PlanSurendher Lokareddy, M.D., P…$4MCleveland Soft Drink Workers Pension PlanCleveland Soft Drink Workers…$4MKurz America Employees Pension PlanKurz America Employees Pensi…$4MAsmoc Pension Plan$4MBanner Team, LLC Cash Balance Pension PlanBanner Team, LLC Cash Balanc…$4M
End-of-year total assets ($M) among Surendher Lokareddy, M.D., P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN860793520
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

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

Surendher Lokareddy, M.D., P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Surendher Lokareddy, M.D., P.C. Cash Balance Plan, Total assets ($B): 0.00419002 · Participants: 11Surendher Lokareddy, M.D., P.C. Cash Balance PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension Plan
Surendher Lokareddy, M.D., P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Surendher Lokareddy, M.D., P.C. Cash Balance Plan side-by-side with 3 peers →

Surendher Lokareddy, M.D., P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Cleveland Soft Drink Workers Pension Plan in OH ($4M); by covered participants it is Veronica M. Wholesale, Inc. Defined Benefit Pension Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Surendher Lokareddy, M.D., P.C. Cash Balance Plan assets move in 2022? ▼
Surendher Lokareddy, M.D., P.C. Cash Balance Plan surged - up 32.3% during 2022, from $3M to $4M. Reported net income was $1M.
Which Defined Benefit (Pension) plans are similar in size to Surendher Lokareddy, M.D., P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cleveland Soft Drink Workers Pension Plan in OH ($4M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Surendher Lokareddy, M.D., P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Veronica M. Wholesale, Inc. Defined Benefit Pension Plan in CA (11 participants, $1M 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 860793520.

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.