401(k) · DOL Form 5500 · 2023
Palo Verde Hematology Oncology, Ltd 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 283
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $45,194
- Avg per participant Low balance/head
Official DOL plan name: Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust · Sponsored by Palo Verde Hematology Oncology, Ltd · Arizona · Healthcare & Social Assistance
$13M in assets, 283 participants
Palo Verde Hematology Oncology, Ltd's Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust reported $13M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,232 in Healthcare & Social Assistance (17,684 peers)
Palo Verde Hematology Oncology, Ltd multi-year trail
Palo Verde Hematology Oncology, Ltd's plans moved +58.3% in assets from 2022 to 2024; this filing shows Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust at $13M / 283 participants.
- #12,232
- in Healthcare & Social Assistance (17,684 peers)
- +25.5%
- assets growth YoY
Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,789,890 Top 36% higher than 64% 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
Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (283 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust reported participants rose from 264 in the plan year 2022 filing to 283 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860416050 · Palo Verde Hematology Oncology, Ltd PY 2023 · 401(k)
Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust · $13M · 283 · 64th
- EOY $13M
- EOY 283
- EOY 64th
- EOY 401(k)
- EOY near Utah Youth Village, Inc. Profit Sharing Plan
- EOY ind #12232
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 Arizona →
Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Palo Verde Hematology Oncology, Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Palo Verde Hematology Oncology, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 58.27917426770951% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 264 | $10M |
| 2023 | 1 | 283 | $13M |
| 2024 | 1 | 291 | $16M |
Palo Verde Hematology Oncology, Ltd filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| Employer EIN | 860416050 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Utah Youth Village, Inc. Profit Sharing Plan in UT ($13M); by covered participants it is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (283 participants); asset peers above are excluded.
- Hiroad & Blueowl 401(k) Savings Plan and Trust (IL) 283 · 0 off
- Puris Retirement Plan (MN) 283 · 0 off
- Rodl Management, Inc. 401(k) Savings Plan (GA) 283 · 0 off
- L & N Federal Credit Union 401(k) Plan and Trust (KY) 283 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.