401(k) · DOL Form 5500 · 2024

Arizona Pulmonary Specialists, Ltd. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
83
Participants Small participant base
72nd
Percentile by assets National rank
$263,337
Avg per participant High balance/head
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Official DOL plan name: Arizona Pulmonary Specialists, Ltd. Savings Plan · Sponsored by Arizona Pulmonary Specialists, Ltd. · Arizona · Healthcare & Social Assistance

$22M in assets, 83 participants

Arizona Pulmonary Specialists, Ltd.'s Arizona Pulmonary Specialists, Ltd. Savings Plan reported $22M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,899 in Healthcare & Social Assistance (16,916 peers)

Arizona Pulmonary Specialists, Ltd. multi-year trail

Arizona Pulmonary Specialists, Ltd.'s plans moved -16.9% in assets from 2022 to 2024; this filing shows Arizona Pulmonary Specialists, Ltd. Savings Plan at $22M / 83 participants.

#12,899
in Healthcare & Social Assistance (16,916 peers)
-25.5%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Arizona Pulmonary Specialists, Ltd. Savings Plan's outsized position by total assets

Arizona Pulmonary Specialists, Ltd. Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,856,939 Top 28% higher than 72% of 123,620 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 2024

Arizona Pulmonary Specialists, Ltd. Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arizona Pulmonary Specialists, Ltd. Savings Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Arizona Pulmonary Specialists, Ltd. Savings Plan reported net income fell from $3M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
  • Arizona Pulmonary Specialists, Ltd. Savings Plan end-of-year assets fell from $29M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Arizona Pulmonary Specialists, Ltd. Savings Plan reported participants fell from 88 in the plan year 2023 filing to 83 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860831961 · Arizona Pulmonary Specialists, Ltd. PY 2024 · 401(k)

Arizona Pulmonary Specialists, Ltd. Savings Plan · $22M · 83 · 72nd

  • EIN $22M
  • RANK 83
  • PHOTO 72nd
  • IND 401(k)
  • EOY near Modern Method Gunite, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #12899

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 →

Arizona Pulmonary Specialists, Ltd. Savings Plan in the asset neighbourhood

Arizona Pulmonary Specialists, Ltd. Savings PlanArizona Pulmonary Specialist…$22MModern Method Gunite, Inc. 401(k) Profit Sharing PlanModern Method Gunite, Inc. 4…$22MFourth Retirement Savings PlanFourth Retirement Savings Pl…$22MJsw Steel USA Inc 401(k) Profit Sharing Plan & TrustJsw Steel USA Inc 401(k) Pro…$22MWest Gate Bank Profit Sharing 401(k) PlanWest Gate Bank Profit Sharin…$22M
End-of-year total assets ($M) among Arizona Pulmonary Specialists, Ltd. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona Pulmonary Specialists, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Arizona Pulmonary Specialists, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 16.85195692510778% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $26.3M $21.9M ▼ -16.9%
Year Plans Participants Total Assets
2022 1 100 $26M
2023 1 88 $29M
2024 1 83 $22M

Arizona Pulmonary Specialists, Ltd. filing trail (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$22M
Net Income-$7M
Employer EIN860831961
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Arizona Pulmonary Specialists, Ltd. Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Arizona Pulmonary Specialists, Ltd. Savings Plan, Total assets ($B): 0.021856939 · Participants: 83Arizona Pulmonary Specialists, Ltd. Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Arizona Pulmonary Specialists, Ltd. Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Arizona Pulmonary Specialists, Ltd. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Modern Method Gunite, Inc. 401(k) Profit Sharing Plan in TX ($22M); by covered participants it is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Arizona Pulmonary Specialists, Ltd. Savings Plan assets move in 2024?
Arizona Pulmonary Specialists, Ltd. Savings Plan declined sharply - down 25.5% during 2024, from $29M to $22M. Reported net income was -$7M.
How have Arizona Pulmonary Specialists, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Arizona Pulmonary Specialists, Ltd.'s sponsor-wide assets declined 16.9%, from $26M to $22M.
Which 401(k) plans are similar in size to Arizona Pulmonary Specialists, Ltd. Savings Plan?
Among 401(k) plans in other states, the closest by assets is Modern Method Gunite, Inc. 401(k) Profit Sharing Plan in TX ($22M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Arizona Pulmonary Specialists, Ltd. Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA (83 participants, $22M in assets).