Defined Benefit (Pension) · DOL Form 5500 · 2023

Alpha Medical Associates, PC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$972,561
Avg per participant High balance/head
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Official DOL plan name: Alpha Medical Associates, PC Defined Benefit Plan · Sponsored by Alpha Medical Associates, PC · Massachusetts · Healthcare & Social Assistance

$3M in assets, 3 participants

Alpha Medical Associates, PC's Alpha Medical Associates, PC Defined Benefit Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,386 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Alpha Medical Associates, PC Defined Benefit Plan holds $3M for 3 participants - about $972,561 per participant, in the lower half of filed plans by assets.

#6,386
in Healthcare & Social Assistance (17,684 peers)
+5.8%
assets growth YoY

Alpha Medical Associates, PC Defined Benefit Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alpha Medical Associates, PC Defined Benefit Plan vs every filed plan by assets

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

$2,917,682 35th percentile higher than 35% 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

Alpha Medical Associates, PC 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. Alpha Medical Associates, PC Defined Benefit Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 412280017 · Alpha Medical Associates, PC PY 2023 · Defined Benefit (Pension)

Alpha Medical Associates, PC Defined Benefit Plan · $3M · 3 · 35th

  • PHOTO $3M
  • IND 3
  • EOY 35th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Ayer Pension Plan
  • PCT ind #6386

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 Massachusetts →

Alpha Medical Associates, PC Defined Benefit Plan in the asset neighbourhood

Alpha Medical Associates, PC Defined Benefit PlanAlpha Medical Associates, PC…$3MAyer Pension Plan$3MArthur Katz, M.D., S.C. Defined Benefit PlanArthur Katz, M.D., S.C. Defi…$3MTerrill & Waldrop PLLC Cash Balance Plan and TrustTerrill & Waldrop PLLC Cash …$3MQuest Energy Group, LLC Defined Benefit Pension PlanQuest Energy Group, LLC Defi…$3M
End-of-year total assets ($M) among Alpha Medical Associates, PC Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$160K
Employer EIN412280017
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alpha Medical Associates, PC)

Sponsor-wide plan assets over time

All Alpha Medical Associates, PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.431777692017156% vs 2023
2024 filing year
$2.9M$2.95M$3M$3.05M$3.1M 20232024 $2.92M $3.08M ▲ +5.5%
Year Plans Participants Total Assets
2023 1 3 $3M
2024 1 3 $3M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Alpha Medical Associates, PC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Alpha Medical Associates, PC Defined Benefit Plan, Total assets ($B): 0.002917682 · Participants: 3Alpha Medical Associates, PC Defined Benefit PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Alpha Medical Associates, PC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Alpha Medical Associates, PC Defined Benefit Plan side-by-side with 3 peers →

Alpha Medical Associates, PC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Ayer Pension Plan in CA ($3M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Alpha Medical Associates, PC Defined Benefit Plan assets move in 2023? ▼
Alpha Medical Associates, PC Defined Benefit Plan grew at a solid clip - up 5.8% during 2023, from $3M to $3M. Reported net income was $160K.
How have Alpha Medical Associates, PC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Alpha Medical Associates, PC's sponsor-wide assets grew 5.4%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Alpha Medical Associates, PC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ayer Pension Plan in CA ($3M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alpha Medical Associates, PC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 412280017.

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.