Back to filter
Original filing (PDF)20251010111745NAL0007590081001
SEAN MCCAFFERTY, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
SEAN MCCAFFERTY, M.D., P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
65
Accounts w/ balance
88
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEAN MCCAFFERTY, M.D., P.C..
Plan sponsor
Name
SEAN MCCAFFERTY, M.D., P.C.
EIN
26-0034083
Address
2177 W ORANGE GROVE RD · TUCSON, AZ · 85741
Phone
(520) 327-3487
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
CENTRAL TEXAS NEUROLOGICAL ASSOCIATION
CENTRAL TEXAS NEUROLOGICAL ASSOCIATION 401K PROFIT SHARING PLAN
$6.9M · 7 participants
MICHAEL D. DEPRIEST, M.D.
MICHAEL D. DEPRIEST, M.D. EMPLOYEE SAVINGS PLAN
$6.9M · 7 participants
ABC PEDIATRICS, LTD.
ABC PEDIATRICS, LTD. 401(K) PLAN
$6.9M · 26 participants
MIDWEST EMERGENCY MEDICINE INC.
MIDWEST EMERGENCY MEDICINE INC. 401(K) PLAN
$6.9M · 15 participants
THE CANCER CENTER OF HAWAII, LLC
THE CANCER CENTER OF HAWAII, LLC 401(K) RETIREMENT SAVINGS PLAN
$6.9M · 35 participants
NEW RIVER HEALTH ASSOCIATION, INC.
NEW RIVER HEALTH ASSOCIATION, INC. 401(K) PLAN
$6.9M · 90 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants