Defined Benefit (Pension) · DOL Form 5500 · 2023

Anita Patel, M.D. P.a. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
32nd
Percentile by assets National rank
$333,699
Avg per participant High balance/head
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Official DOL plan name: Anita Patel, M.D. P.a. Cash Balance Pension Plan · Sponsored by Anita Patel, M.D. P.a. · Florida · Healthcare & Social Assistance

$2M in assets, 7 participants

Anita Patel, M.D. P.a.'s Anita Patel, M.D. P.a. Cash Balance Pension Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,621 in Healthcare & Social Assistance (17,684 peers)

Anita Patel, M.D. P.a. multi-year trail

Anita Patel, M.D. P.a.'s plans moved +39.9% in assets from 2022 to 2024; this filing shows Anita Patel, M.D. P.a. Cash Balance Pension Plan at $2M / 7 participants.

#5,621
in Healthcare & Social Assistance (17,684 peers)
+12.4%
assets growth YoY

Anita Patel, M.D. P.a. Cash Balance Pension Plan among the smaller filed plans by assets

Anita Patel, M.D. P.a. Cash Balance Pension Plan vs every filed plan by assets

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

$2,335,892 32nd percentile higher than 32% 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

Anita Patel, M.D. 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. Anita Patel, M.D. P.a. Cash Balance Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anita Patel, M.D. P.a. Cash Balance Pension Plan reported participants fell from 10 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Anita Patel, M.D. P.a. Cash Balance Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 274808935 · Anita Patel, M.D. P.a. PY 2023 · Defined Benefit (Pension)

Anita Patel, M.D. P.a. Cash Balance Pension Plan · $2M · 7 · 32nd

  • 5500 $2M
  • 5500 7
  • 5500 32nd
  • 5500 Defined Benefit (Pension)
  • 5500 near The Dings Company Pension Plan
  • 5500 ind #5621

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 Florida →

Anita Patel, M.D. P.a. Cash Balance Pension Plan in the asset neighbourhood

Anita Patel, M.D. P.a. Cash Balance Pension PlanAnita Patel, M.D. P.a. Cash …$2MThe Dings Company Pension PlanThe Dings Company Pension Pl…$2MPicchetti Winery, Inc. Defined Benefit Plan & TrustPicchetti Winery, Inc. Defin…$2MMonarch Cement of Iowa Inc Retire Pl for Hrly Emp of the Des Moines Ia Terminal OprMonarch Cement of Iowa Inc R…$2MAmeriti Manufacturing Company UAW Restated Amended Pension PlanAmeriti Manufacturing Compan…$2M
End-of-year total assets ($M) among Anita Patel, M.D. P.a. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Anita Patel, M.D. P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Anita Patel, M.D. P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.857954613827644% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.08M $2.91M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 7 $2M
2024 1 10 $3M

Anita Patel, M.D. P.a. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$258K
Employer EIN274808935
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Anita Patel, M.D. P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Anita Patel, M.D. P.a. Cash Balance Pension Plan, Total assets ($B): 0.002335892 · Participants: 7Anita Patel, M.D. P.a. Cash Balance Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Anita Patel, M.D. P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Anita Patel, M.D. P.a. Cash Balance Pension Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Defined Benefit (Pension) by assets is The Dings Company Pension Plan in WI ($2M); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Anita Patel, M.D. P.a. Cash Balance Pension Plan assets move in 2023? ▼
Anita Patel, M.D. P.a. Cash Balance Pension Plan grew at a solid clip - up 12.4% during 2023, from $2M to $2M. Reported net income was $258K.
How have Anita Patel, M.D. P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anita Patel, M.D. P.a.'s sponsor-wide assets grew 39.9%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Anita Patel, M.D. P.a. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Dings Company Pension Plan in WI ($2M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Anita Patel, M.D. P.a. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants, $3M 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 274808935.

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.