401(k) · DOL Form 5500 · 2023

Soli Tavaria, Md, PC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
4
Participants Small participant base
51st
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Soli Tavaria, Md, PC Retirement Plan · Sponsored by Soli Tavaria, Md, PC · Pennsylvania · Healthcare & Social Assistance

$7M in assets, 4 participants

Soli Tavaria, Md, PC's Soli Tavaria, Md, PC Retirement Plan reported $7M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,001 in Healthcare & Social Assistance (17,684 peers)

Soli Tavaria, Md, PC multi-year trail

Soli Tavaria, Md, PC's plans moved +37.7% in assets from 2022 to 2024; this filing shows Soli Tavaria, Md, PC Retirement Plan at $7M / 4 participants.

#10,001
in Healthcare & Social Assistance (17,684 peers)
+17.7%
assets growth YoY

Soli Tavaria, Md, PC Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Soli Tavaria, Md, PC Retirement Plan vs every filed plan by assets

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

$7,067,658 Top 49% higher than 51% 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

Soli Tavaria, Md, PC Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Soli Tavaria, Md, PC Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Soli Tavaria, Md, PC Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Soli Tavaria, Md, PC Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232018001 · Soli Tavaria, Md, PC PY 2023 · 401(k)

Soli Tavaria, Md, PC Retirement Plan · $7M · 4 · 51st

  • PCT $7M
  • PCT 4
  • PCT 51st
  • PCT 401(k)
  • PCT near Eureka Homestead 401(k) Plan
  • PCT ind #10001

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 Pennsylvania →

Soli Tavaria, Md, PC Retirement Plan in the asset neighbourhood

Soli Tavaria, Md, PC Retirement PlanSoli Tavaria, Md, PC Retirem…$7MEureka Homestead 401(k) Plan$7MTufco 401(k) Plan$7MLeasing Associates, Inc. 401(k) Profit Sharing Plan and TrustLeasing Associates, Inc. 401…$7MMdbs Hourly 401(k) Plan$7M
End-of-year total assets ($M) among Soli Tavaria, Md, PC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Soli Tavaria, Md, PC multi-year asset trail

Sponsor-wide plan assets over time

All Soli Tavaria, Md, PC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.66606842000581% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6M $8.26M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 4 $6M
2023 1 4 $7M
2024 1 4 $8M

Soli Tavaria, Md, PC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN232018001
Plan Effective Date1976-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Soli Tavaria, Md, PC Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Soli Tavaria, Md, PC Retirement Plan, Total assets ($B): 0.007067658 · Participants: 4Soli Tavaria, Md, PC Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Soli Tavaria, Md, PC Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Soli Tavaria, Md, PC Retirement Plan side-by-side with 3 peers →

Soli Tavaria, Md, PC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Eureka Homestead 401(k) Plan in LA ($7M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Soli Tavaria, Md, PC Retirement Plan assets move in 2023? ▼
Soli Tavaria, Md, PC Retirement Plan grew sharply - up 17.7% during 2023, from $6M to $7M. Reported net income was $1M.
How have Soli Tavaria, Md, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soli Tavaria, Md, PC's sponsor-wide assets grew 37.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Soli Tavaria, Md, PC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eureka Homestead 401(k) Plan in LA ($7M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Soli Tavaria, Md, PC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 232018001.

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.