Defined Benefit (Pension) · DOL Form 5500 · 2024

Texas Oncology, P.a. Pension Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
323
Participants Below avg headcount
90th
Percentile by assets National rank
$278,296
Avg per participant High balance/head
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Official DOL plan name: Texas Oncology P.a. Cash Balance Pension Plan · Sponsored by Texas Oncology, P.a. · Texas · Healthcare & Social Assistance

$90M in assets, 323 participants

Texas Oncology, P.a.'s Texas Oncology P.a. Cash Balance Pension Plan reported $90M in total assets and 323 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,385 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Texas Oncology P.a. Cash Balance Pension Plan covers 323 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $90M.

#15,385
in Healthcare & Social Assistance (16,916 peers)
+33.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Texas Oncology P.a. Cash Balance Pension Plan's outsized position by total assets

Texas Oncology P.a. Cash Balance Pension Plan vs every filed plan by assets

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

$89,889,740 Top 10% higher than 90% 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

Texas Oncology P.a. Cash Balance Pension Plan 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. Texas Oncology P.a. Cash Balance Pension Plan sits mid-pack in the medium band (323 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texas Oncology P.a. Cash Balance Pension Plan end-of-year assets rose from $67M in the plan year 2023 filing to $90M in the plan year 2024 filing.
  • Texas Oncology P.a. Cash Balance Pension Plan reported net income fell from $25M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Texas Oncology P.a. Cash Balance Pension Plan reported participants rose from 316 in the plan year 2023 filing to 323 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 752131429 · Texas Oncology, P.a. PY 2024 · Defined Benefit (Pension)

Texas Oncology P.a. Cash Balance Pension Plan · $90M · 323 · 90th

  • VS-ST $90M
  • VS-ST 323
  • VS-ST 90th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Mdu Resources Group, Inc. Pension Plan for Non-Bargaining Unit Employees
  • VS-ST ind #15385

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 Texas →

Texas Oncology P.a. Cash Balance Pension Plan in the asset neighbourhood

Minerals Technologies Inc. Retirement Plan - Pc&eMinerals Technologies Inc. R…$90MThe Restated Contributory Retirement Plan for CooperativesThe Restated Contributory Re…$90MTexas Oncology P.a. Cash Balance Pension PlanTexas Oncology P.a. Cash Bal…$90MMdu Resources Group, Inc. Pension Plan for Non-Bargaining Unit EmployeesMdu Resources Group, Inc. Pe…$90MHunton Andrews Kurth LLP Cash Balance Pension PlanHunton Andrews Kurth LLP Cas…$90M
End-of-year total assets ($M) among Texas Oncology P.a. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$90M
Net Income$23M
Employer EIN752131429
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Oncology, P.a.)

Sponsor-wide plan assets over time

All Texas Oncology, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 48.0206630422814% vs 2022
2024 filing year
$0.6B$0.8B$1B$1.2B$1.4B 202220232024 $0.84B $1.25B ▲ +48.8%
Year Plans Participants Total Assets
2022 2 3,678 $842M
2023 2 3,937 $1.1B
2024 2 4,871 $1.2B

Nearby Defined Benefit (Pension) Plans in Texas

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

Texas Oncology P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Texas Oncology P.a. Cash Balance Pension Plan, Total assets ($B): 0.08988974 · Participants: 323Texas Oncology P.a. Cash Balance Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Texas Oncology P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Texas Oncology P.a. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Mdu Resources Group, Inc. Pension Plan for Non-Bargaining Unit Employees in ND ($90M); by covered participants it is Major League Baseball Pension Plan for Non-Uniformed Personnel in CA (323 participants). Same-state nearby plans are listed separately above.

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 Texas Oncology P.a. Cash Balance Pension Plan assets move in 2024?
Texas Oncology P.a. Cash Balance Pension Plan surged - up 33.6% during 2024, from $67M to $90M. Reported net income was $23M.
How have Texas Oncology, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Texas Oncology, P.a.'s sponsor-wide assets grew 48.0%, from $842M to $1.2B.
Where does Texas Oncology P.a. Cash Balance Pension Plan rank by assets among Form 5500 filers?
Texas Oncology P.a. Cash Balance Pension Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Texas Oncology P.a. Cash Balance Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mdu Resources Group, Inc. Pension Plan for Non-Bargaining Unit Employees in ND ($90M, 118 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Texas Oncology P.a. Cash Balance Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Major League Baseball Pension Plan for Non-Uniformed Personnel in CA (323 participants, $104M in assets).