Defined Benefit (Pension) · DOL Form 5500 · 2024

Akash Makkar, PLLC Pension Plan

Data updated 2026-08-25

$954K
Total assets Small plan by assets
8
Participants Small participant base
23rd
Percentile by assets National rank
$119,273
Avg per participant Near avg balance/head
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Official DOL plan name: Akash Makkar, PLLC Cash Balance Plan · Sponsored by Akash Makkar, PLLC · Arizona · Healthcare & Social Assistance

$954K in assets, 8 participants

Akash Makkar, PLLC's Akash Makkar, PLLC Cash Balance Plan reported $954K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,134 in Healthcare & Social Assistance (16,916 peers)

Akash Makkar, PLLC multi-year trail

Akash Makkar, PLLC's plans moved +32.4% in assets from 2023 to 2024; this filing shows Akash Makkar, PLLC Cash Balance Plan at $954K / 8 participants.

#3,134
in Healthcare & Social Assistance (16,916 peers)
+32.4%
assets growth YoY

Akash Makkar, PLLC Cash Balance Plan among the smaller filed plans by assets

Akash Makkar, PLLC Cash Balance Plan vs every filed plan by assets

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

$954,184 23rd percentile higher than 23% 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

Akash Makkar, PLLC 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. Akash Makkar, PLLC Cash Balance Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Akash Makkar, PLLC Cash Balance Plan reported participants rose from 5 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Akash Makkar, PLLC Cash Balance Plan end-of-year assets rose from $721K in the plan year 2023 filing to $954K in the plan year 2024 filing.
  • Akash Makkar, PLLC Cash Balance Plan reported net income fell from $295K in the plan year 2023 filing to $234K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 823519322 · Akash Makkar, PLLC PY 2024 · Defined Benefit (Pension)

Akash Makkar, PLLC Cash Balance Plan · $954K · 8 · 23rd

  • EIN $954K
  • RANK 8
  • PHOTO 23rd
  • IND Defined Benefit (Pension)
  • EOY near Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan
  • 5500 ind #3134

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 →

Akash Makkar, PLLC Cash Balance Plan in the asset neighbourhood

David Scott Interiors, Ltd. Retirement Plan & TrustDavid Scott Interiors, Ltd. …$961KAkash Makkar, PLLC Cash Balance PlanAkash Makkar, PLLC Cash Bala…$954KNewspaper and Magazine Employees Union and Philadelphia Publishers Pension PlanNewspaper and Magazine Emplo…$952KThe Wiegand Law Firm, P.C. Pension PlanThe Wiegand Law Firm, P.C. P…$949KJill Miller & Associates, P.C. Cash Balance PlanJill Miller & Associates, P.…$945K
End-of-year total assets ($M) among Akash Makkar, PLLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Akash Makkar, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Akash Makkar, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$954K 32.39995948287944% vs 2023
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 20232024 $0.72M $0.95M ▲ +31.9%
Year Plans Participants Total Assets
2023 1 5 $721K
2024 1 8 $954K

Akash Makkar, PLLC filing trail (2024)

Total Assets (Beginning of Year)$721K
Net Assets (End of Year)$954K
Net Income$234K
Employer EIN823519322
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

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

Akash Makkar, PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Akash Makkar, PLLC Cash Balance Plan, Total assets ($B): 0.000954184 · Participants: 8Akash Makkar, PLLC Cash Balance PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
Akash Makkar, PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Akash Makkar, PLLC Cash Balance Plan side-by-side with 3 peers →

Akash Makkar, PLLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan in PA ($952K); by covered participants it is Feigco Inc Defined Benefit Pension Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Akash Makkar, PLLC Cash Balance Plan assets move in 2024? ▼
Akash Makkar, PLLC Cash Balance Plan surged - up 32.4% during 2024, from $721K to $954K. Reported net income was $234K.
How have Akash Makkar, PLLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Akash Makkar, PLLC's sponsor-wide assets grew 32.4%, from $721K to $954K.
Where does Akash Makkar, PLLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Akash Makkar, PLLC Cash Balance Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Akash Makkar, PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan in PA ($952K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Akash Makkar, PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Feigco Inc Defined Benefit Pension Plan in CA (8 participants, $5M 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 823519322.

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.