401(k) · DOL Form 5500 · 2023

Neurological Associates of Tucson, P.C. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
129
Participants Small participant base
73rd
Percentile by assets National rank
$162,407
Avg per participant Above avg balance/head
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Official DOL plan name: Neurological Associates of Tucson Retirement Plan · Sponsored by Neurological Associates of Tucson, P.C. · Arizona · Healthcare & Social Assistance

$21M in assets, 129 participants

Neurological Associates of Tucson, P.C.'s Neurological Associates of Tucson Retirement Plan reported $21M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,744 in Healthcare & Social Assistance (17,684 peers)

Coverage in Arizona

Neurological Associates of Tucson Retirement Plan covers 129 participants in Arizona, about 23% of the average Arizona filer (state average ~564 per filing). Assets: $21M.

#13,744
in Healthcare & Social Assistance (17,684 peers)
-14.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Neurological Associates of Tucson Retirement Plan's outsized position by total assets

Neurological Associates of Tucson Retirement Plan vs every filed plan by assets

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

$20,950,557 Top 27% higher than 73% 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

Neurological Associates of Tucson Retirement 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. Neurological Associates of Tucson Retirement Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neurological Associates of Tucson Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Neurological Associates of Tucson Retirement Plan end-of-year assets fell from $25M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Neurological Associates of Tucson Retirement Plan reported participants rose from 121 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860187416 · Neurological Associates of Tucson, P.C. PY 2023 · 401(k)

Neurological Associates of Tucson Retirement Plan · $21M · 129 · 73rd

  • SCH $21M
  • SCH 129
  • SCH 73rd
  • SCH 401(k)
  • SCH near Polydeck Screen Corporation 401(k) Plan
  • SCH ind #13744

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 →

Neurological Associates of Tucson Retirement Plan in the asset neighbourhood

Neurological Associates of Tucson Retirement PlanNeurological Associates of T…$21MPolydeck Screen Corporation 401(k) PlanPolydeck Screen Corporation …$21MGf Health Products, Inc. Employees 401(k) PlanGf Health Products, Inc. Emp…$21MNewcomer Funeral Service Group Retirement PlanNewcomer Funeral Service Gro…$21MJohn Henry Foster Minnesota, Inc. 401(k) Profit Sharing PlanJohn Henry Foster Minnesota,…$21M
End-of-year total assets ($M) among Neurological Associates of Tucson Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN860187416
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neurological Associates of Tucson, P.C.)

Sponsor-wide plan assets over time

All Neurological Associates of Tucson, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 9.908573877801242% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $24.6M $27M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 121 $25M
2023 1 129 $21M
2024 1 154 $27M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Neurological Associates of Tucson Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Neurological Associates of Tucson Retirement Plan, Total assets ($B): 0.020950557 · Participants: 129Neurological Associates of Tucson Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Neurological Associates of Tucson Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Neurological Associates of Tucson Retirement Plan side-by-side with 3 peers →

Neurological Associates of Tucson Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Polydeck Screen Corporation 401(k) Plan in SC ($21M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Neurological Associates of Tucson Retirement Plan assets move in 2023? ▼
Neurological Associates of Tucson Retirement Plan pulled back noticeably - down 14.8% during 2023, from $25M to $21M. Reported net income was -$4M.
How have Neurological Associates of Tucson, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neurological Associates of Tucson, P.C.'s sponsor-wide assets grew 9.9%, from $25M to $27M.
Which 401(k) plans are similar in size to Neurological Associates of Tucson Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Polydeck Screen Corporation 401(k) Plan in SC ($21M, 298 participants).
Which 401(k) plans cover a similar participant headcount to Neurological Associates of Tucson Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 860187416.

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.