Defined Benefit (Pension) · DOL Form 5500 · 2023

Akash Makkar, PLLC Pension Plan

Data updated 2026-08-11

$721K
Total assets
5
Participants
21st
Percentile by assets
$144,137
Avg per participant
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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.

  • 21st percentile by assets (of 127,072 plans)
  • #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.

$721K
total plan assets (2023 EOY)
5
covered participants
21st
percentile by assets (of 127,072 plans)
$144,137
avg assets per participant

Where Akash Makkar, PLLC Cash Balance Plan sits by total 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

This plan $0 $2,010,000,000 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

State
Arizona
Industry
Healthcare & Social Assistance

Akash Makkar, PLLC across 2 plan years on file

Across the 2 plan years Akash Makkar, PLLC has on file (2023-2024), sponsor-wide plan assets have moved from $721K to $954K, a gain of 32.4%, while reported participants moved from 5 to 8 (+60.0%).

Akash Makkar, PLLC multi-year asset trail

$0.6M$0.7M$0.8M$0.9M$1M 20232024 $0.72M $0.95M ▲ +31.9%
Total plan assets by year, all Akash Makkar, PLLC plans on file
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 EIN823519322
Plan Effective Date2020-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Akash Makkar, PLLC C…, Total assets ($B): 0.000720683 · Participants: 5Akash Makkar, PLLC C…Pinnacle West Capita…, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capita…Salt River Project E…, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project E…Freeport Minerals Co…, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Co…Desert States Employ…, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employ…Avnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Akash Makkar, PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Akash Makkar, PLLC Cash Balance Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Akash Makkar, PLLC Cash Balance Plan by total assets, not by location.

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).

Next read for Akash Makkar, PLLC Cash Balance Plan

Multi-year trail

Ways to act on Akash Makkar, PLLC Cash Balance Plan's numbers.

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.

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.