Back to filter
Original filing (PDF)20250925234742NAL0008050097001
KATY INTERNISTS, M.D., P.A.
Form 5500-SF
FILING_RECEIVED
KATY INTERNISTS, M.D., P.A. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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 KATY INTERNISTS, M.D., P.A..
Plan sponsor
Name
KATY INTERNISTS, M.D., P.A.
EIN
38-3765633
Address
18400 KATY FREEWAY, STE. 590 · HOUSTON, TX · 77094
Phone
(281) 578-1200
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
2025-09-26
Pension benefit codes
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
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
ANTHONY STEPHENS, M.D. APMC
ANTHONY STEPHENS, M.D. APMC PROFIT SHARING PLAN
$1.4M · 4 participants
ARTHRITIS & RHEUMATOLOGY OF METAIRIE (APMC)
ARTHRITIS & RHEUMATOLOGY OF METAIRIE (APMC) 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 8 participants
KNOX CLINIC PEDIATRICS, PLLC
KNOX CLINIC 401(K) PLAN
$1.4M · 17 participants
FENIX MEDICAL PARTNERS, LLC
FENIX MEDICAL PARTNERS, LLC 401(K) PLAN
$1.4M · 20 participants
PEARL MEDICAL PRACTICE, PLLC
PEARL MEDICAL PRACTICE, PLLC 401(K) SAVINGS PLAN
$1.4M · 43 participants
DUGGAL MEDICAL CORPORATION
DUGGAL MEDICAL CORPORATION CASH BALANCE PLAN
$1.4M · 5 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
