Defined Benefit (Pension) · DOL Form 5500 · 2024
Boca General and Family Medicine, P.a. Pension Plan
Data updated 2026-08-11
- $3M
- Total assets
- 12
- Participants
- 34th
- Percentile by assets
- $258,723
- Avg per participant
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.
- 34th percentile by assets (of 123,622 plans)
- #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.
- $3M
- total plan assets (2024 EOY)
- 12
- covered participants
- 34th
- percentile by assets (of 123,622 plans)
- $258,723
- avg assets per participant
Where Boca General and Family Medicine Defined Benefit Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Boca General and Family Medicine, P.a. across 3 plan years on file
Across the 3 plan years Boca General and Family Medicine, P.a. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 41.6%, while reported participants moved from 9 to 12 (+33.3%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).
Boca General and Family Medicine, P.a. multi-year asset trail
| 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 EIN | 592131367 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING 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
- L3harris Technologies Consolidated Pension Plan $7.6B · 4,996
- Nextera Energy, Inc. Employee Pension Plan $5.3B · 14,419
- Retirement Accumulation Plan for Partners of Pwc $2.7B · 3,950
- Csx Pension Plan $2.3B · 2,293
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,001
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Boca General and Family Medicine Defined Benefit Plan by total assets, not by location.
Frequently Asked Questions
How did Boca General and Family Medicine Defined Benefit Plan assets move in 2024? ▼
How have Boca General and Family Medicine, P.a. plan assets changed over time? ▼
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Next read for Boca General and Family Medicine Defined…
Multi-year trail
Ways to act on Boca General and Family Medicine Defined Benefit Plan's numbers.
- By total assets, Boca General and Family Medicine Defined Benefit Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Florida. Compare plans
- Boca General and Family Medicine, P.a.'s sponsor-wide assets have grown 41.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans