Defined Benefit (Pension) · DOL Form 5500 · 2024

Ratzan Law Group, P.a. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
31st
Percentile by assets National rank
$231,474
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Ratzan Law Group, P.a. Cash Balance Plan · Sponsored by Ratzan Law Group, P.a. · Florida · Professional & Technical Services

$2M in assets, 10 participants

Ratzan Law Group, P.a.'s Ratzan Law Group, P.a. Cash Balance Plan reported $2M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,444 in Professional & Technical Services (20,173 peers)

2024 asset change

Ratzan Law Group, P.a. Cash Balance Plan grew sharply 29.4% in 2024 ($2M → $2M) for 10 participants.

#5,444
in Professional & Technical Services (20,173 peers)
+29.4%
assets growth YoY

Ratzan Law Group, P.a. Cash Balance Plan among the smaller filed plans by assets

Ratzan Law Group, P.a. Cash Balance Plan vs every filed plan by assets

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

$2,314,738 31st percentile higher than 31% 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

Ratzan Law Group, P.a. Cash Balance 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. Ratzan Law Group, P.a. Cash Balance Plan is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 260644269 · Ratzan Law Group, P.a. PY 2024 · Defined Benefit (Pension)

Ratzan Law Group, P.a. Cash Balance Plan · $2M · 10 · 31st

  • IND $2M
  • IND 10
  • IND 31st
  • IND Defined Benefit (Pension)
  • IND near Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan
  • IND ind #5444

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 Professional & Technical Services retirement plans → · Plans in Florida →

Ratzan Law Group, P.a. Cash Balance Plan in the asset neighbourhood

Stephen Chelbay Company Cash Account Pension PlanStephen Chelbay Company Cash…$2MRalph Watchi, M.D., a Professional Corporation Defined Benefit Pension PlanRalph Watchi, M.D., a Profes…$2MRatzan Law Group, P.a. Cash Balance PlanRatzan Law Group, P.a. Cash …$2MJon P. Kelly Md, a Medical Corporation Defined Benefit Pension PlanJon P. Kelly Md, a Medical C…$2MIntercam Financial Services Inc Cash Balance PlanIntercam Financial Services …$2M
End-of-year total assets ($M) among Ratzan Law Group, P.a. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$526K
Employer EIN260644269
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Ratzan Law Group, P.a. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Ratzan Law Group, P.a. Cash Balance Plan, Total assets ($B): 0.002314738 · Participants: 10Ratzan Law Group, P.a. Cash Balance 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
Ratzan Law Group, P.a. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Ratzan Law Group, P.a. Cash Balance Plan side-by-side with 3 peers →

Ratzan Law Group, P.a. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan in CA ($2M); 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 Ratzan Law Group, P.a. Cash Balance Plan assets move in 2024? ▼
Ratzan Law Group, P.a. Cash Balance Plan grew sharply - up 29.4% during 2024, from $2M to $2M. Reported net income was $526K.
Which Defined Benefit (Pension) plans are similar in size to Ratzan Law Group, P.a. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jon P. Kelly Md, a Medical Corporation Defined Benefit Pension Plan in CA ($2M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ratzan Law Group, P.a. Cash Balance 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 260644269.

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.