Department of Labor filing

NEUROLOGICAL ASSOCIATES OF TUCSON, P.C.

NEUROLOGICAL ASSOCIATES OF TUCSON RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 22, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

69filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$10,607

Reported employer contributions per active participant.

Higher than about 92% of comparable plans

#People in the filing

120

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$389 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 13% of comparable plans

↗Investment performance

Not available

Plan assets changed 29.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202469out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions92nd percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense13th percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, NEUROLOGICAL ASSOCIATES OF TUCSON, P.C. reported $1,272,845 in employer contributions across the plan and 120 active participants. That works out to $10,607 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy82%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 13.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 23.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context69/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,272,845
Participant contributions: $438,801
Other contributions: $364,188
Employer share of reported contributions: 74.4%
Beginning assets: $20,950,557
Ending assets: $27,032,549
Ending net assets: $27,016,784
Ending liabilities: $15,765
Total income: $8,051,631
Total expenses: $1,974,704
Administrative expenses: $66,144
Participant loans: $267,904

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$12,281

2023

$9,830

2024

$10,607

Plan-paid administrative expenses per participant

2022

$512

2023

$372

2024

$389

Active participants

2022

112

2023

113

2024

120

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$10,607	120	27M	20250922152145NAL0005381537001
2023	$9,830	113	21M	20241015113247NAL0014496675001
2022	$12,281	112	24.6M	20231013001508NAL0043393936001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 860187416-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1992
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2R2T3D3H

Current plan terms

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Filing ACK_ID20250922152145NAL0005381537001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗