Defined Benefit (Pension) · DOL Form 5500 · 2023

Akash Makkar, PLLC Pension Plan

Data updated 2026-08-25

$721K
Total assets Small plan by assets: 5
Participants Small participant base: 21st
Percentile by assets National rank: $144,137
Avg per participant Near avg balance/head

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Official DOL plan name: Akash Makkar, PLLC Cash Balance Plan · Sponsored by Akash Makkar, PLLC · Arizona · Healthcare & Social Assistance

$721K in assets, 5 participants

Akash Makkar, PLLC's Akash Makkar, PLLC Cash Balance Plan reported $721K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

#2,888 in Healthcare & Social Assistance (17,684 peers)

Akash Makkar, PLLC multi-year trail

Akash Makkar, PLLC's plans moved +32.4% in assets from 2023 to 2024; this filing shows Akash Makkar, PLLC Cash Balance Plan at $721K / 5 participants.

#2,888
in Healthcare & Social Assistance (17,684 peers): +69.5%
assets growth YoY

Akash Makkar, PLLC Cash Balance Plan among the smaller filed plans by assets

Akash Makkar, PLLC Cash Balance Plan vs every filed plan by assets

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

$720,683 21st percentile higher than 21% 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

Akash Makkar, PLLC Cash Balance 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. Akash Makkar, PLLC Cash Balance Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 823519322 · Akash Makkar, PLLC PY 2023 · Defined Benefit (Pension)

Akash Makkar, PLLC Cash Balance Plan · $721K · 5 · 21st

RANK $721K
PHOTO 5
IND 21st
EOY Defined Benefit (Pension)
5500 near Legacy Financial Advisors, Inc. Cash Balance Plan
ASSETS ind #2888

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 →

End-of-year total assets ($M) among Akash Makkar, PLLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Akash Makkar, PLLC multi-year asset trail

Latest sponsor-wide plan assets: $954K 32.39995948287944% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	5	$721K
2024	1	8	$954K

Akash Makkar, PLLC filing trail (2023)

Total Assets (Beginning of Year)	$425K
Net Assets (End of Year)	$721K
Net Income	$295K
Employer EIN	823519322
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

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

Akash Makkar, PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants

Pinnacle West Capital Corporation Retirement Plan $3.3B · 5,824
Salt River Project Employees' Retirement Plan $2.8B · 4,790
Freeport Minerals Corporation Retirement Plan $1.4B · 2,597
Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
Avnet Pension Plan $501M · 2,483

Compare Akash Makkar, PLLC Cash Balance Plan side-by-side with 3 peers →

Akash Makkar, PLLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Legacy Financial Advisors, Inc. Cash Balance Plan in ID ($722K); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($721K here).

Legacy Financial Advisors, Inc. Cash Balance Plan (ID) $722K · 4
Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust (CA) $719K · 3
Law Office of Charles Riley, P.C. Retirement Plan (TX) $716K · 3
Gregory Huan Phan, M.D. Cash Balance Plan (CA) $726K · 3

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust (FL) 5 · 0 off
Atlantis Dental Care Cash Balance Plan (ID) 5 · 0 off
Algernon Inc Defined Benefit Pension Plan (CA) 5 · 0 off
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan (FL) 5 · 0 off

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 Akash Makkar, PLLC Cash Balance Plan assets move in 2023? ▼

Akash Makkar, PLLC Cash Balance Plan surged - up 69.5% during 2023, from $425K to $721K. Reported net income was $295K.

How have Akash Makkar, PLLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Akash Makkar, PLLC's sponsor-wide assets grew 32.4%, from $721K to $954K.

Where does Akash Makkar, PLLC Cash Balance Plan rank by assets among Form 5500 filers? ▼

Akash Makkar, PLLC Cash Balance Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Akash Makkar, PLLC Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Legacy Financial Advisors, Inc. Cash Balance Plan in ID ($722K, 4 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Akash Makkar, PLLC Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 823519322.