401(k) · DOL Form 5500 · 2022

Pima Heart Physicians, P.C. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
444
Participants Below avg headcount
85th
Percentile by assets National rank
$84,284
Avg per participant Below avg balance/head
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Official DOL plan name: Pima Heart Physicians, P.C. Employee Savings Plan · Sponsored by Pima Heart Physicians, P.C. · Arizona · Healthcare & Social Assistance

$37M in assets, 444 participants

Pima Heart Physicians, P.C.'s Pima Heart Physicians, P.C. Employee Savings Plan reported $37M in total assets and 444 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,574 in Healthcare & Social Assistance (20,060 peers)

Where Pima Heart Physicians, P.C. Employee Savings Plan sits by assets

Pima Heart Physicians, P.C. Employee Savings Plan sits in the top quartile of all filed plans by assets, $37M for 444 participants (~$84,284/participant), down 24.3% in 2022.

#17,574
in Healthcare & Social Assistance (20,060 peers)
-24.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pima Heart Physicians, P.C. Employee Savings Plan's outsized position by total assets

Pima Heart Physicians, P.C. Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$37,422,057 Top 15% higher than 85% of 139,123 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 2022

Pima Heart Physicians, P.C. Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pima Heart Physicians, P.C. Employee Savings Plan sits mid-pack in the medium band (444 participants).

EBSA filing schedule strip

Filing strip 860888560 · Pima Heart Physicians, P.C. PY 2022 · 401(k)

Pima Heart Physicians, P.C. Employee Savings Plan · $37M · 444 · 85th

  • SCH $37M
  • SCH 444
  • SCH 85th
  • SCH 401(k)
  • SCH near The Ruskin Moscou Faltischek, P.C. 401(k) Retirement Plan
  • SCH ind #17574

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 →

Pima Heart Physicians, P.C. Employee Savings Plan in the asset neighbourhood

Leisure Care 401(k) Plan$37MR.F. Macdonald Company 401(k) Retirement Savings PlanR.F. Macdonald Company 401(k…$37MPima Heart Physicians, P.C. Employee Savings PlanPima Heart Physicians, P.C. …$37MThe Ruskin Moscou Faltischek, P.C. 401(k) Retirement PlanThe Ruskin Moscou Faltischek…$37MLeaf Group Ltd. 401(k) Plan$37M
End-of-year total assets ($M) among Pima Heart Physicians, P.C. Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$37M
Net Income-$12M
Employer EIN860888560
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Pima Heart Physicians, P.C. Employee Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Pima Heart Physicians, P.C. Employee Savings Plan, Total assets ($B): 0.037422057 · Participants: 444Pima Heart Physicians, P.C. Employee Savings PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Pima Heart Physicians, P.C. Employee Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Pima Heart Physicians, P.C. Employee Savings Plan side-by-side with 3 peers →

Pima Heart Physicians, P.C. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is The Ruskin Moscou Faltischek, P.C. 401(k) Retirement Plan in NY ($37M); by covered participants it is Drcc 401(k) Profit Sharing Plan in MN (444 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (444 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pima Heart Physicians, P.C. Employee Savings Plan assets move in 2022? ▼
Pima Heart Physicians, P.C. Employee Savings Plan declined sharply - down 24.3% during 2022, from $49M to $37M. Reported net income was -$12M.
Where does Pima Heart Physicians, P.C. Employee Savings Plan rank by assets among Form 5500 filers? ▼
Pima Heart Physicians, P.C. Employee Savings Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pima Heart Physicians, P.C. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Ruskin Moscou Faltischek, P.C. 401(k) Retirement Plan in NY ($37M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Pima Heart Physicians, P.C. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drcc 401(k) Profit Sharing Plan in MN (444 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860888560.

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.