Defined Benefit (Pension) · DOL Form 5500 · 2023

Robert J. Anderson, M.D., P.a. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$996,260
Avg per participant High balance/head
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Official DOL plan name: Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust · Sponsored by Robert J. Anderson, M.D., P.a. · Florida · Healthcare & Social Assistance

$2M in assets, 2 participants

Robert J. Anderson, M.D., P.a.'s Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,121 in Healthcare & Social Assistance (17,684 peers)

Robert J. Anderson, M.D., P.a. multi-year trail

Robert J. Anderson, M.D., P.a.'s plans moved +19.6% in assets from 2022 to 2024; this filing shows Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust at $2M / 2 participants.

#5,121
in Healthcare & Social Assistance (17,684 peers)
+8.0%
assets growth YoY

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust among the smaller filed plans by assets

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust vs every filed plan by assets

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

$1,992,520 30th percentile higher than 30% 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

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust reported net income rose from -$394K in the plan year 2022 filing to $148K in the plan year 2023 filing.
  • Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust 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 201811709 · Robert J. Anderson, M.D., P.a. PY 2023 · Defined Benefit (Pension)

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust · $2M · 2 · 30th

  • EOY $2M
  • EOY 2
  • EOY 30th
  • EOY Defined Benefit (Pension)
  • EOY near Seethalakshmi Natesan Defined Benefit Pension Plan
  • EOY ind #5121

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 →

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust in the asset neighbourhood

Ocean Heart Group, LLC Cash Balance PlanOcean Heart Group, LLC Cash …$2MRobert J. Anderson, M.D., P.a. Defined Benefit Pension TrustRobert J. Anderson, M.D., P.…$2MSeethalakshmi Natesan Defined Benefit Pension PlanSeethalakshmi Natesan Define…$2MAffordable Property Management Cash Balance PlanAffordable Property Manageme…$2MElectric Motor Sales & Service, Inc. Cash Balance PlanElectric Motor Sales & Servi…$2M
End-of-year total assets ($M) among Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Robert J. Anderson, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Robert J. Anderson, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.591485950744453% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.94M $2.32M ▲ +19.6%
Year Plans Participants Total Assets
2022 2 6 $2M
2023 2 6 $2M
2024 2 6 $2M

Robert J. Anderson, M.D., P.a. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$148K
Employer EIN201811709
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust, Total assets ($B): 0.00199252 · Participants: 2Robert J. Anderson, M.D., P.a. Defined Benefit Pension TrustL3harris 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
Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust side-by-side with 3 peers →

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Seethalakshmi Natesan Defined Benefit Pension Plan in PA ($2M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust assets move in 2023? ▼
Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust grew at a solid clip - up 8.0% during 2023, from $2M to $2M. Reported net income was $148K.
How have Robert J. Anderson, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert J. Anderson, M.D., P.a.'s sponsor-wide assets grew 19.6%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Seethalakshmi Natesan Defined Benefit Pension Plan in PA ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 201811709.

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.