Texas Oncology P.A. Cash Balance Pension Plan — Form 5500 plan (Texas Oncology, P.A.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Texas Oncology P.A. Cash Balance Pension Plan is a benefit plan reported by Texas Oncology, P.A. under EIN 75-2131429 and plan number 003. The latest loaded filing year is 2023. The filing reports 320 participants and $67,286,035 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$67.3MPlan net assets, end of year$67,286,035
Participants320Covered participants reported
Assets / participant$210.3KComputed: assets ÷ participants$210,269 (computed)
Provider compensation$96.3K1 Schedule C provider row(s)$96,304
Plan sponsor
Texas Oncology, P.A.
EIN
75-2131429
Plan number
003
Plan type
2
Location
Dallas, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023320H, C20241012135554NAL0041570752001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$67.3M total assets
Net assets$67.3MLiabilities$0
Money in vs. money out
Total income / additions$25M
Total expenses$384.3K
Benefits paid / distributions$288K
Contributions
Employer$18.4M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$67,286,035
Total liabilities (EOY)
$0
Net assets (EOY)
$67,286,035
Net assets (BOY)
$42,703,142

Income & contributions

Employer contributions
$18,369,000
Total contributions
$18,369,000
Total income / additions
$24,967,197

Expenses & distributions

Benefits paid
$288,000
Administrative expenses
$96,304
Total expenses
$384,304
Net increase / (decrease)
$24,582,893
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income1%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.INVESTMENT ADVISOR$96,304$02023

Related Form 5500 pages