Defined Benefit (Pension) · DOL Form 5500 · 2023

Egbert Saavedra, Md, PLLC Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
44th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Egbert Saavedra, Md, PLLC Defined Benefit Plan · Sponsored by Egbert Saavedra, Md, PLLC · Arizona · Healthcare & Social Assistance

$5M in assets, 4 participants

Egbert Saavedra, Md, PLLC's Egbert Saavedra, Md, PLLC Defined Benefit Plan reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,579 in Healthcare & Social Assistance (17,684 peers)

Egbert Saavedra, Md, PLLC multi-year trail

Egbert Saavedra, Md, PLLC's plans moved +60.3% in assets from 2022 to 2024; this filing shows Egbert Saavedra, Md, PLLC Defined Benefit Plan at $5M / 4 participants.

#8,579
in Healthcare & Social Assistance (17,684 peers)
+9.5%
assets growth YoY

Egbert Saavedra, Md, PLLC Defined Benefit Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Egbert Saavedra, Md, PLLC Defined Benefit Plan vs every filed plan by assets

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

$5,039,865 44th percentile higher than 44% 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

Egbert Saavedra, Md, PLLC Defined Benefit 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. Egbert Saavedra, Md, PLLC Defined Benefit Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Egbert Saavedra, Md, PLLC Defined Benefit Plan reported net income rose from $206K in the plan year 2022 filing to $439K in the plan year 2023 filing.
  • Egbert Saavedra, Md, PLLC Defined Benefit Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271552029 · Egbert Saavedra, Md, PLLC PY 2023 · Defined Benefit (Pension)

Egbert Saavedra, Md, PLLC Defined Benefit Plan · $5M · 4 · 44th

  • SCH $5M
  • SCH 4
  • SCH 44th
  • SCH Defined Benefit (Pension)
  • SCH near Tara Frassetto Realty LLC Pension Plan
  • SCH ind #8579

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 →

Egbert Saavedra, Md, PLLC Defined Benefit Plan in the asset neighbourhood

Florida Sugar & Molasses Exchange, Inc. Pension Retirement PlanFlorida Sugar & Molasses Exc…$5MEgbert Saavedra, Md, PLLC Defined Benefit PlanEgbert Saavedra, Md, PLLC De…$5MTara Frassetto Realty LLC Pension PlanTara Frassetto Realty LLC Pe…$5MThe Youngstown Newspaper Guild -Vindicator Printing Co Empls Retirement PlanThe Youngstown Newspaper Gui…$5MMcwane Salaried Pension Plan$5M
End-of-year total assets ($M) among Egbert Saavedra, Md, PLLC Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Egbert Saavedra, Md, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Egbert Saavedra, Md, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 60.27652061233321% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.6M $7.37M ▲ +60.2%
Year Plans Participants Total Assets
2022 1 4 $5M
2023 1 4 $5M
2024 1 4 $7M

Egbert Saavedra, Md, PLLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$439K
Employer EIN271552029
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

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

Egbert Saavedra, Md, PLLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Egbert Saavedra, Md, PLLC Defined Benefit Plan, Total assets ($B): 0.005039865 · Participants: 4Egbert Saavedra, Md, PLLC Defined Benefit PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Egbert Saavedra, Md, PLLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Egbert Saavedra, Md, PLLC Defined Benefit Plan side-by-side with 3 peers →

Egbert Saavedra, Md, PLLC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Tara Frassetto Realty LLC Pension Plan in NJ ($5M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Egbert Saavedra, Md, PLLC Defined Benefit Plan assets move in 2023? ▼
Egbert Saavedra, Md, PLLC Defined Benefit Plan grew at a solid clip - up 9.5% during 2023, from $5M to $5M. Reported net income was $439K.
How have Egbert Saavedra, Md, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Egbert Saavedra, Md, PLLC's sponsor-wide assets grew 60.3%, from $5M to $7M.
Which Defined Benefit (Pension) plans are similar in size to Egbert Saavedra, Md, PLLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tara Frassetto Realty LLC Pension Plan in NJ ($5M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Egbert Saavedra, Md, PLLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A 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 271552029.

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.