Defined Benefit (Pension) · DOL Form 5500 · 2024

Anita Patel M.D. P.a. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
34th
Percentile by assets National rank
$290,556
Avg per participant High balance/head
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Official DOL plan name: Anita Patel M.D. P.a. Cash Balance Pension Plan · Sponsored by Anita Patel M.D. P.a. · Florida · Healthcare & Social Assistance

$3M in assets, 10 participants

Anita Patel M.D. P.a.'s Anita Patel M.D. P.a. Cash Balance Pension Plan reported $3M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,714 in Healthcare & Social Assistance (16,916 peers)

Anita Patel M.D. P.a. multi-year trail

Anita Patel M.D. P.a.'s plans moved +39.9% in assets from 2022 to 2024; this filing shows Anita Patel M.D. P.a. Cash Balance Pension Plan at $3M / 10 participants.

#5,714
in Healthcare & Social Assistance (16,916 peers)
+24.4%
assets growth YoY

Anita Patel M.D. P.a. Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Anita Patel M.D. P.a. Cash Balance Pension Plan vs every filed plan by assets

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

$2,905,556 34th percentile higher than 34% 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

Anita Patel M.D. P.a. Cash Balance Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anita Patel M.D. P.a. Cash Balance Pension Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Anita Patel M.D. P.a. Cash Balance Pension Plan reported net income rose from $258K in the plan year 2023 filing to $570K in the plan year 2024 filing.
  • Anita Patel M.D. P.a. Cash Balance Pension Plan reported participants rose from 7 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Anita Patel M.D. P.a. Cash Balance Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 274808935 · Anita Patel M.D. P.a. PY 2024 · Defined Benefit (Pension)

Anita Patel M.D. P.a. Cash Balance Pension Plan · $3M · 10 · 34th

  • RANK $3M
  • PHOTO 10
  • IND 34th
  • EOY Defined Benefit (Pension)
  • 5500 near Custom Leasing and Sales Inc Defined Benefit Pension Plan
  • ASSETS ind #5714

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 →

Anita Patel M.D. P.a. Cash Balance Pension Plan in the asset neighbourhood

Anita Patel M.D. P.a. Cash Balance Pension PlanAnita Patel M.D. P.a. Cash B…$3MCustom Leasing and Sales Inc Defined Benefit Pension PlanCustom Leasing and Sales Inc…$3MSunkist Retirement Plan N$3MUri Ben-Zur M.D., Inc. Defined Benefit Pension PlanUri Ben-Zur M.D., Inc. Defin…$3MBernard Chaus, Inc. Pension Plan for Bargaining Unit EmployeesBernard Chaus, Inc. Pension …$3M
End-of-year total assets ($M) among Anita Patel M.D. P.a. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Anita Patel M.D. P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Anita Patel M.D. P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.857954613827644% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.08M $2.91M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 7 $2M
2024 1 10 $3M

Anita Patel M.D. P.a. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$570K
Employer EIN274808935
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Anita Patel M.D. P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Anita Patel M.D. P.a. Cash Balance Pension Plan, Total assets ($B): 0.002905556 · Participants: 10Anita Patel M.D. P.a. Cash Balance Pension PlanL3harris 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
Anita Patel M.D. P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Anita Patel M.D. P.a. Cash Balance Pension Plan side-by-side with 3 peers →

Anita Patel M.D. P.a. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Custom Leasing and Sales Inc Defined Benefit Pension Plan in CA ($3M); by covered participants it is Pension Plan for Hourly Paid Employees of Delta Star, Inc. in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Anita Patel M.D. P.a. Cash Balance Pension Plan assets move in 2024? ▼
Anita Patel M.D. P.a. Cash Balance Pension Plan grew sharply - up 24.4% during 2024, from $2M to $3M. Reported net income was $570K.
How have Anita Patel M.D. P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anita Patel M.D. P.a.'s sponsor-wide assets grew 39.9%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Anita Patel M.D. P.a. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Custom Leasing and Sales Inc Defined Benefit Pension Plan in CA ($3M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Anita Patel M.D. P.a. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly Paid Employees of Delta Star, Inc. in VA (10 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 274808935.

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.