Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
JOSE G. DONES, M.D., P.A.
EIN 72-1536992hospital & health careLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
35
597 WEST SESAME DRIVE, SUITE E - HARLINGEN, TX 78550956-425-6090LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 35 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JOSE G. DONES, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JOSE G. DONES, M.D., P.A. 401(K) PLAN
401k
Assets$1.2M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOSE G. DONES, M.D., P.A. CASH BALANCE PLAN | CashBalance | $1.4M | 14 | 2024 | |
| 002 | JOSE G. DONES, M.D., P.A. 401(K) PLAN | 401k | $1.2M | 21 | 2025 |
Retirement plans