Defined Benefit (Pension) · DOL Form 5500 · 2023

Allergy and Pulmonary Associates, P.a. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$430,486
Avg per participant High balance/head
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Official DOL plan name: Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan · Sponsored by Allergy and Pulmonary Associates, P.a. · New Jersey · Healthcare & Social Assistance

$1M in assets, 3 participants

Allergy and Pulmonary Associates, P.a.'s Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,952 in Healthcare & Social Assistance (17,684 peers)

Allergy and Pulmonary Associates, P.a. multi-year trail

Allergy and Pulmonary Associates, P.a.'s plans moved +23.4% in assets from 2022 to 2023; this filing shows Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan at $1M / 3 participants.

#3,952
in Healthcare & Social Assistance (17,684 peers)
+23.4%
assets growth YoY

Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan among the smaller filed plans by assets

Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan vs every filed plan by assets

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

$1,291,459 26th percentile higher than 26% 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

Allergy and Pulmonary Associates, P.a. Cash Balance Pension 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. Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan reported net income rose from -$249K in the plan year 2022 filing to $245K in the plan year 2023 filing.
  • Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223044454 · Allergy and Pulmonary Associates, P.a. PY 2023 · Defined Benefit (Pension)

Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan · $1M · 3 · 26th

  • IND $1M
  • IND 3
  • IND 26th
  • IND Defined Benefit (Pension)
  • IND near Worldwide Contractors Management Cash Balance Plan
  • IND ind #3952

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 New Jersey →

Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan in the asset neighbourhood

Brush Aftermarket North America, Inc. Group Pension PlanBrush Aftermarket North Amer…$1MAllergy and Pulmonary Associates, P.a. Cash Balance Pension PlanAllergy and Pulmonary Associ…$1MWorldwide Contractors Management Cash Balance PlanWorldwide Contractors Manage…$1MTooling Concepts, Inc. Cash Balance PlanTooling Concepts, Inc. Cash …$1MLawrence P. Gorman & Associates Inc. Defined Benefit Pension PlanLawrence P. Gorman & Associa…$1M
End-of-year total assets ($M) among Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Allergy and Pulmonary Associates, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Allergy and Pulmonary Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 23.372439928658565% vs 2022
2023 filing year
$1M$1.1M$1.2M$1.3M$1.4M 20222023 $1.05M $1.29M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 2 4 $1M

Allergy and Pulmonary Associates, P.a. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$245K
Employer EIN223044454
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan, Total assets ($B): 0.001291459 · Participants: 3Allergy and Pulmonary Associates, P.a. Cash Balance Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan side-by-side with 3 peers →

Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Worldwide Contractors Management Cash Balance Plan in TX ($1M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan assets move in 2023? ▼
Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan grew sharply - up 23.4% during 2023, from $1M to $1M. Reported net income was $245K.
How have Allergy and Pulmonary Associates, P.a. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Allergy and Pulmonary Associates, P.a.'s sponsor-wide assets grew 23.4%, from $1M to $1M.
Which Defined Benefit (Pension) plans are similar in size to Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Worldwide Contractors Management Cash Balance Plan in TX ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 223044454.

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.