Defined Benefit (Pension) · DOL Form 5500 · 2023
Neurosurgical Associates, Ltd. Pension Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 167
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $96,425
- Avg per participant Below avg balance/head
Official DOL plan name: Neurosurgical Associates, Ltd. Cash Balance Pension Plan · Sponsored by Neurosurgical Associates, Ltd. · Arizona · Healthcare & Social Assistance
$16M in assets, 167 participants
Neurosurgical Associates, Ltd.'s Neurosurgical Associates, Ltd. Cash Balance Pension Plan reported $16M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #12,999 in Healthcare & Social Assistance (17,684 peers)
Coverage in Arizona
Neurosurgical Associates, Ltd. Cash Balance Pension Plan covers 167 participants in Arizona, about 30% of the average Arizona filer (state average ~564 per filing). Assets: $16M.
- #12,999
- in Healthcare & Social Assistance (17,684 peers)
- -3.4%
- assets change YoY
The plan reported a net loss of $564K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Neurosurgical Associates, Ltd. Cash Balance Pension Plan's outsized position by total assets
Neurosurgical Associates, Ltd. Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,102,967 Top 31% higher than 69% 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
Neurosurgical Associates, Ltd. Cash Balance Pension Plan 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. Neurosurgical Associates, Ltd. Cash Balance Pension Plan sits mid-pack in the medium band (167 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Neurosurgical Associates, Ltd. Cash Balance Pension Plan reported net income fell from -$175K in the plan year 2022 filing to -$564K in the plan year 2023 filing.
- Neurosurgical Associates, Ltd. Cash Balance Pension Plan reported participants fell from 186 in the plan year 2022 filing to 167 in the plan year 2023 filing.
- Neurosurgical Associates, Ltd. Cash Balance Pension Plan end-of-year assets fell from $17M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860453788 · Neurosurgical Associates, Ltd. PY 2023 · Defined Benefit (Pension)
Neurosurgical Associates, Ltd. Cash Balance Pension Plan · $16M · 167 · 69th
- EOY $16M
- EOY 167
- EOY 69th
- EOY Defined Benefit (Pension)
- EOY near American Chemet Corporation Retirement Income Plan
- EOY ind #12999
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 →
Neurosurgical Associates, Ltd. Cash Balance Pension Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$564K |
| Employer EIN | 860453788 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Neurosurgical Associates, Ltd.)
Sponsor-wide plan assets over time
All Neurosurgical Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 15.311694096009937% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 379 | $54M |
| 2023 | 2 | 346 | $62M |
| 2024 | 2 | 386 | $62M |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Neurosurgical Associates, Ltd. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is American Chemet Corporation Retirement Income Plan in MT ($16M); by covered participants it is Chemtura Corporation Retirement Plan in PA (167 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- Chemtura Corporation Retirement Plan (PA) 167 · 0 off
- IBEW Local Union No. 237 Pension Plan (NY) 167 · 0 off
- Advanced Radiology Services Cash Balance Plan (MI) 167 · 0 off
- The Memorial Hospital Defined Benefit Pension Plan and Trust (RI) 167 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.