401(k) · DOL Form 5500 · 2024
Palo Verde Hematology Oncology, Ltd 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 291
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $55,434
- Avg per participant Low balance/head
Official DOL plan name: Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust · Sponsored by Palo Verde Hematology Oncology, Ltd · Arizona · Healthcare & Social Assistance
$16M in assets, 291 participants
Palo Verde Hematology Oncology, Ltd's Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust reported $16M in total assets and 291 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #11,993 in Healthcare & Social Assistance (16,916 peers)
Palo Verde Hematology Oncology, Ltd multi-year trail
Palo Verde Hematology Oncology, Ltd's plans moved +58.3% in assets from 2022 to 2024; this filing shows Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust at $16M / 291 participants.
- #11,993
- in Healthcare & Social Assistance (16,916 peers)
- +26.1%
- assets growth YoY
Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,131,155 Top 34% higher than 66% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (291 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust reported participants rose from 283 in the plan year 2023 filing to 291 in the plan year 2024 filing.
DOL schedule card
Filing strip 860416050 · Palo Verde Hematology Oncology, Ltd PY 2024 · 401(k)
Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust · $16M · 291 · 66th
- SCH $16M
- EBSA 291
- PART 66th
- TYPE 401(k)
- NET near Credo Semiconductor, Inc.
- BOOK ind #11993
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 →
Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Palo Verde Hematology Oncology, Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Palo Verde Hematology Oncology, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 58.27917426770951% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 264 | $10M |
| 2023 | 1 | 283 | $13M |
| 2024 | 1 | 291 | $16M |
Palo Verde Hematology Oncology, Ltd filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 860416050 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Credo Semiconductor, Inc. in CA ($16M); by covered participants it is Video Voice Data Communications 401(k) Plan in CA (291 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Credo Semiconductor, Inc. (CA) $16M · 192
- Noritz America Retirement Savings Plan (CA) $16M · 140
- Beacon Light Behavioral Health Systems Retirement Plan (PA) $16M · 509
- Golden Gate Pediatrics Retirement Plan (CA) $16M · 29
Similar participant headcount
Nearest other-state filings by covered participants (291 participants); asset peers above are excluded.
- Video Voice Data Communications 401(k) Plan (CA) 291 · 0 off
- Raining Rose, Inc. 401(k) Plan (IA) 291 · 0 off
- Shaw Development, LLC 401(k) Profit Sharing Plan (FL) 291 · 0 off
- Timberline Drilling, Inc. 401(k) Plan (ID) 291 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.