Defined Benefit (Pension) · DOL Form 5500 · 2023
Catawba Pediatric Associates, P.a. Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $40,822
- Avg per participant Low balance/head
Official DOL plan name: Catawba Pediatric Associates P.a. Defined Benefit Pension Plan · Sponsored by Catawba Pediatric Associates, P.a. · North Carolina · Healthcare & Social Assistance
$1M in assets, 28 participants
Catawba Pediatric Associates, P.a.'s Catawba Pediatric Associates P.a. Defined Benefit Pension Plan reported $1M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #3,698 in Healthcare & Social Assistance (17,684 peers)
Catawba Pediatric Associates, P.a. multi-year trail
Catawba Pediatric Associates, P.a.'s plans moved +44.3% in assets from 2022 to 2024; this filing shows Catawba Pediatric Associates P.a. Defined Benefit Pension Plan at $1M / 28 participants.
- #3,698
- in Healthcare & Social Assistance (17,684 peers)
- +21.0%
- assets growth YoY
Catawba Pediatric Associates P.a. Defined Benefit Pension Plan among the smaller filed plans by assets
Catawba Pediatric Associates P.a. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,143,021 25th percentile higher than 25% 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
Catawba Pediatric Associates P.a. Defined Benefit Pension 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. Catawba Pediatric Associates P.a. Defined Benefit Pension Plan is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Catawba Pediatric Associates P.a. Defined Benefit Pension Plan reported net income rose from -$264K in the plan year 2022 filing to $199K in the plan year 2023 filing.
- Catawba Pediatric Associates P.a. Defined Benefit Pension Plan end-of-year assets rose from $944K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Catawba Pediatric Associates P.a. Defined Benefit Pension Plan reported participants rose from 25 in the plan year 2022 filing to 28 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 561168510 · Catawba Pediatric Associates, P.a. PY 2023 · Defined Benefit (Pension)
Catawba Pediatric Associates P.a. Defined Benefit Pension Plan · $1M · 28 · 25th
- PHOTO $1M
- IND 28
- EOY 25th
- 5500 Defined Benefit (Pension)
- ASSETS near Neurosurgery & Spinal Disorders, PLLC Defined Benefit Pension Plan
- PCT ind #3698
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 North Carolina →
Catawba Pediatric Associates P.a. Defined Benefit Pension Plan in the asset neighbourhood
Catawba Pediatric Associates, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Catawba Pediatric Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 44.26961390088135% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $944K |
| 2023 | 1 | 28 | $1M |
| 2024 | 1 | 25 | $1M |
Catawba Pediatric Associates, P.a. filing trail (2023)
| Total Assets (Beginning of Year) | $944K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $199K |
| Employer EIN | 561168510 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 11,145
- Truist Financial Corporation Pension Plan $14.6B · 45,818
- Duke Energy Retirement Cash Balance Plan $4.0B · 14,485
- Duke Energy Legacy Pension Plan $3.4B · 371
- Employees' Retirement Plan of Duke University $2.6B · 21,020
Catawba Pediatric Associates P.a. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Neurosurgery & Spinal Disorders, PLLC Defined Benefit Pension Plan in TX ($1M); by covered participants it is Cantex Inc Administrative Employees Pension Plan in TX (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.
- Cantex Inc Administrative Employees Pension Plan (TX) 28 · 0 off
- The Frozen Defined Benefit Plan (VA) 28 · 0 off
- Jwi Group Employees Retirement Plan (SC) 28 · 0 off
- Sound Point Capital Management LP Cash Balance Plan (NY) 28 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.