Defined Benefit (Pension) · DOL Form 5500 · 2024

Robert J. Anderson, M.D., P.a. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust · Sponsored by Robert J. Anderson, M.D., P.a. · Florida · Healthcare & Social Assistance

$2M in assets, 2 participants

Robert J. Anderson, M.D., P.a.'s Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,872 in Healthcare & Social Assistance (16,916 peers)

Robert J. Anderson, M.D., P.a. multi-year trail

Robert J. Anderson, M.D., P.a.'s plans moved +19.6% in assets from 2022 to 2024; this filing shows Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust at $2M / 2 participants.

#4,872
in Healthcare & Social Assistance (16,916 peers)
+9.6%
assets growth YoY

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust among the smaller filed plans by assets

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust vs every filed plan by assets

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

$2,183,233 30th percentile higher than 30% 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

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust reported net income rose from $148K in the plan year 2023 filing to $191K in the plan year 2024 filing.
  • Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 201811709 · Robert J. Anderson, M.D., P.a. PY 2024 · Defined Benefit (Pension)

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust · $2M · 2 · 30th

  • BOOK $2M
  • BOOK 2
  • BOOK 30th
  • BOOK Defined Benefit (Pension)
  • BOOK near American Carpet & Rug, Inc. Defined Benefit Plan
  • BOOK ind #4872

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 Florida →

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust in the asset neighbourhood

Robert J. Anderson, M.D., P.a. Defined Benefit Pension TrustRobert J. Anderson, M.D., P.…$2MAmerican Carpet & Rug, Inc. Defined Benefit PlanAmerican Carpet & Rug, Inc. …$2MCompetitive Media Union Pension PlanCompetitive Media Union Pens…$2MMeacham & Apel Architects, Inc. Cash Balance Pension PlanMeacham & Apel Architects, I…$2MInterstate Td Investments, LLC Cash Balance Pension PlanInterstate Td Investments, L…$2M
End-of-year total assets ($M) among Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Robert J. Anderson, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Robert J. Anderson, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.591485950744453% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.94M $2.32M ▲ +19.6%
Year Plans Participants Total Assets
2022 2 6 $2M
2023 2 6 $2M
2024 2 6 $2M

Robert J. Anderson, M.D., P.a. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$191K
Employer EIN201811709
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust, Total assets ($B): 0.002183233 · Participants: 2Robert J. Anderson, M.D., P.a. Defined Benefit Pension TrustL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust side-by-side with 3 peers →

Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is American Carpet & Rug, Inc. Defined Benefit Plan in VA ($2M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust assets move in 2024? ▼
Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust grew at a solid clip - up 9.6% during 2024, from $2M to $2M. Reported net income was $191K.
How have Robert J. Anderson, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert J. Anderson, M.D., P.a.'s sponsor-wide assets grew 19.6%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Carpet & Rug, Inc. Defined Benefit Plan in VA ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Robert J. Anderson, M.D., P.a. Defined Benefit Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201811709.

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.