Defined Benefit (Pension) · DOL Form 5500 · 2023

Fazios, P.C. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
8
Participants Small participant base
49th
Percentile by assets National rank
$792,263
Avg per participant High balance/head
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Official DOL plan name: Fazios, P.C. Defined Benefit Pension Plan · Sponsored by Fazios, P.C. · Arizona · Real Estate

$6M in assets, 8 participants

Fazios, P.C.'s Fazios, P.C. Defined Benefit Pension Plan reported $6M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,220 in Real Estate (4,727 peers)

Fazios, P.C. multi-year trail

Fazios, P.C.'s plans moved +17.1% in assets from 2022 to 2024; this filing shows Fazios, P.C. Defined Benefit Pension Plan at $6M / 8 participants.

#3,220
in Real Estate (4,727 peers)
+21.1%
assets growth YoY

Fazios, P.C. Defined Benefit Pension Plan's mid-pack asset rank among Real Estate and all filers

Fazios, P.C. Defined Benefit Pension Plan vs every filed plan by assets

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

$6,338,101 49th percentile higher than 49% 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

Fazios, P.C. Defined Benefit Pension 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. Fazios, P.C. Defined Benefit Pension Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fazios, P.C. Defined Benefit Pension Plan reported net income rose from -$496K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Fazios, P.C. Defined Benefit Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Fazios, P.C. Defined Benefit Pension Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 731632659 · Fazios, P.C. PY 2023 · Defined Benefit (Pension)

Fazios, P.C. Defined Benefit Pension Plan · $6M · 8 · 49th

  • 5500 $6M
  • ASSETS 8
  • PCT 49th
  • EIN Defined Benefit (Pension)
  • RANK near Tennessee Valley Pain Consultants, PC Cash Balance
  • PHOTO ind #3220

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 Real Estate retirement plans → · Plans in Arizona →

Fazios, P.C. Defined Benefit Pension Plan in the asset neighbourhood

Advanced Filtration Concepts, Inc. Defined Benefit Pension PlanAdvanced Filtration Concepts…$6MFazios, P.C. Defined Benefit Pension PlanFazios, P.C. Defined Benefit…$6MTennessee Valley Pain Consultants, PC Cash BalanceTennessee Valley Pain Consul…$6MOnesource Employees' Retirement Pension PlanOnesource Employees' Retirem…$6MSouthworth-Milton, Inc. Bargaining Unit Pension PlanSouthworth-Milton, Inc. Barg…$6M
End-of-year total assets ($M) among Fazios, P.C. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Fazios, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Fazios, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 17.064159563017366% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.23M $6.13M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 7 $5M
2023 1 8 $6M
2024 1 8 $6M

Fazios, P.C. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN731632659
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

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

Fazios, P.C. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Fazios, P.C. Defined Benefit Pension Plan, Total assets ($B): 0.006338101 · Participants: 8Fazios, P.C. Defined Benefit Pension 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
Fazios, P.C. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Fazios, P.C. Defined Benefit Pension Plan side-by-side with 3 peers →

Fazios, P.C. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Tennessee Valley Pain Consultants, PC Cash Balance in AL ($6M); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Fazios, P.C. Defined Benefit Pension Plan assets move in 2023? ▼
Fazios, P.C. Defined Benefit Pension Plan grew sharply - up 21.1% during 2023, from $5M to $6M. Reported net income was $1M.
How have Fazios, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fazios, P.C.'s sponsor-wide assets grew 17.1%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Fazios, P.C. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tennessee Valley Pain Consultants, PC Cash Balance in AL ($6M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Fazios, P.C. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $992K 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 731632659.

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.