Original filing (PDF)20251009111815NAL0003851587001

ROB CASIMIR, PA

Name: ROB CASIMIR, PA — ROB CASIMIR, PA DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: ROB CASIMIR, PA

Form 5500-SF

FILING_RECEIVED

ROB CASIMIR, PA DEFINED BENEFIT PLAN

Defined-benefit pension plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$994K

Net assets (EOY)

$994K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROB CASIMIR, PA.

Plan sponsor

Name

ROB CASIMIR, PA

EIN

46-4967442all filings

Address

28264 BENNETT PASS DR. · SPRING, TX · 77386

Phone

(832) 279-2369

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

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 providers

Related plans

Similar-size Offices of Physicians plans

JOSEPH BERK, M.D., P.A.

JOSEPH BERK, M.D., P.A. RETIREMENT PLAN

$994K · 3 participants

HOPE MEDICAL SERVICES PC

SYED AJMAL HUSAIN DEFINED BENEFIT PLAN

$994K · 9 participants

OCANA MEDICAL CENTER, LLC

OCANA MEDICAL CENTER 401(K) PLAN

$994K · 9 participants

SERGIO SOKOL M.D. FACC

SERGIO SOKOL M.D. FACC PENSION PLAN

$994K · 4 participants

FLORIDA RETINA SPECIALISTS, P.A.

FLORIDA RETINA SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.