Defined Benefit (Pension) · DOL Form 5500 · 2024

Richard R. M. Francis, M.D., P.a. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
29
Participants Small participant base
34th
Percentile by assets National rank
$99,914
Avg per participant Below avg balance/head
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Official DOL plan name: Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan · Sponsored by Richard R. M. Francis, M.D., P.a. · Texas · Healthcare & Social Assistance

$3M in assets, 29 participants

Richard R. M. Francis, M.D., P.a.'s Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan reported $3M in total assets and 29 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.

  • #5,703 in Healthcare & Social Assistance (16,916 peers)

Richard R. M. Francis, M.D., P.a. multi-year trail

Richard R. M. Francis, M.D., P.a.'s plans moved -15.8% in assets from 2022 to 2024; this filing shows Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan at $3M / 29 participants.

#5,703
in Healthcare & Social Assistance (16,916 peers)
+8.0%
assets growth YoY

Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan vs every filed plan by assets

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

$2,897,507 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

Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan reported participants rose from 12 in the plan year 2023 filing to 29 in the plan year 2024 filing.
  • Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 331040259 · Richard R. M. Francis, M.D., P.a. PY 2024 · Defined Benefit (Pension)

Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan · $3M · 29 · 34th

  • NET $3M
  • NET 29
  • NET 34th
  • NET Defined Benefit (Pension)
  • NET near Space Age Fuel, Inc. Cash Balance Plan
  • NET ind #5703

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 →

Richard R. M. Francis, M.D., P.a. Defined Benefit 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…$3MRichard R. M. Francis, M.D., P.a. Defined Benefit Pension PlanRichard R. M. Francis, M.D.,…$3MBernard Chaus, Inc. Pension Plan for Bargaining Unit EmployeesBernard Chaus, Inc. Pension …$3MSpace Age Fuel, Inc. Cash Balance PlanSpace Age Fuel, Inc. Cash Ba…$3M
End-of-year total assets ($M) among Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Richard R. M. Francis, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Richard R. M. Francis, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.774455574256702% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $5.81M $4.89M ▼ -15.8%
Year Plans Participants Total Assets
2022 2 44 $6M
2023 2 35 $4M
2024 2 57 $5M

Richard R. M. Francis, M.D., P.a. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$216K
Employer EIN331040259
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan, Total assets ($B): 0.002897507 · Participants: 29Richard R. M. Francis, M.D., P.a. Defined Benefit 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
Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan side-by-side with 3 peers →

Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Space Age Fuel, Inc. Cash Balance Plan in OR ($3M); by covered participants it is Pension Plan for Salaried Employees of Neville Chemical Company in PA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan assets move in 2024? ▼
Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan grew at a solid clip - up 8.0% during 2024, from $3M to $3M. Reported net income was $216K.
How have Richard R. M. Francis, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard R. M. Francis, M.D., P.a.'s sponsor-wide assets declined 15.8%, from $6M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Space Age Fuel, Inc. Cash Balance Plan in OR ($3M, 161 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Richard R. M. Francis, M.D., P.a. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Salaried Employees of Neville Chemical Company in PA (29 participants, $25M 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 331040259.

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.