Defined Benefit (Pension) · DOL Form 5500 · 2024

Boca General and Family Medicine, P.a. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
34th
Percentile by assets National rank
$258,723
Avg per participant Above avg balance/head
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Official DOL plan name: Boca General and Family Medicine Defined Benefit Plan · Sponsored by Boca General and Family Medicine, P.a. · Florida · Healthcare & Social Assistance

$3M in assets, 12 participants

Boca General and Family Medicine, P.a.'s Boca General and Family Medicine Defined Benefit Plan reported $3M in total assets and 12 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.

  • #5,905 in Healthcare & Social Assistance (16,916 peers)

Boca General and Family Medicine, P.a. multi-year trail

Boca General and Family Medicine, P.a.'s plans moved +41.6% in assets from 2022 to 2024; this filing shows Boca General and Family Medicine Defined Benefit Plan at $3M / 12 participants.

#5,905
in Healthcare & Social Assistance (16,916 peers)
+14.9%
assets growth YoY

Boca General and Family Medicine Defined Benefit Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Boca General and Family Medicine Defined Benefit Plan vs every filed plan by assets

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

$3,104,681 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

Boca General and Family Medicine Defined Benefit 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. Boca General and Family Medicine Defined Benefit Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Boca General and Family Medicine Defined Benefit Plan reported net income fell from $509K in the plan year 2023 filing to $403K in the plan year 2024 filing.
  • Boca General and Family Medicine Defined Benefit Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Boca General and Family Medicine Defined Benefit Plan reported participants rose from 11 in the plan year 2023 filing to 12 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 592131367 · Boca General and Family Medicine, P.a. PY 2024 · Defined Benefit (Pension)

Boca General and Family Medicine Defined Benefit Plan · $3M · 12 · 34th

  • RANK $3M
  • RANK 12
  • RANK 34th
  • RANK Defined Benefit (Pension)
  • RANK near IBEW Local 40 - NECA Variable Annuity Pension Plan
  • RANK ind #5905

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 →

Boca General and Family Medicine Defined Benefit Plan in the asset neighbourhood

Greater Wisconsin Multi-Employer Retirement IncomeGreater Wisconsin Multi-Empl…$3MBuckeye Pipe Line Services Company Iuoe Pension PlanBuckeye Pipe Line Services C…$3MBoca General and Family Medicine Defined Benefit PlanBoca General and Family Medi…$3MIBEW Local 40 - NECA Variable Annuity Pension PlanIBEW Local 40 - NECA Variabl…$3MTremaine Enterprises, Inc. Cash Balance Pension PlanTremaine Enterprises, Inc. C…$3M
End-of-year total assets ($M) among Boca General and Family Medicine Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Boca General and Family Medicine, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Boca General and Family Medicine, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.592336353976165% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.19M $3.1M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 11 $3M
2024 1 12 $3M

Boca General and Family Medicine, P.a. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$403K
Employer EIN592131367
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.

Boca General and Family Medicine Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Boca General and Family Medicine Defined Benefit Plan, Total assets ($B): 0.003104681 · Participants: 12Boca General and Family Medicine Defined Benefit 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
Boca General and Family Medicine Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Boca General and Family Medicine Defined Benefit Plan side-by-side with 3 peers →

Boca General and Family Medicine Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is IBEW Local 40 - NECA Variable Annuity Pension Plan in CA ($3M); by covered participants it is Employees' Retirement Plan of Galion Community Hospital in OH (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Boca General and Family Medicine Defined Benefit Plan assets move in 2024? ▼
Boca General and Family Medicine Defined Benefit Plan grew at a solid clip - up 14.9% during 2024, from $3M to $3M. Reported net income was $403K.
How have Boca General and Family Medicine, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boca General and Family Medicine, P.a.'s sponsor-wide assets grew 41.6%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Boca General and Family Medicine Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local 40 - NECA Variable Annuity Pension Plan in CA ($3M, 187 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Boca General and Family Medicine Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Galion Community Hospital in OH (12 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 592131367.

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.