PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LUIS DELGADO, JR, MD, PA
Sponsor portfolio

LUIS DELGADO, JR, MD, PA

EIN 74-2649727-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
19
717 NORTHGATE LANE - MCALLEN, TX 78504956-631-3931
Plans on this EIN
2 filings
#002CashBalance-$4.1M - 6 part#001401k-$1.4M - 13 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CASH BALANCE PLAN (#002)75%
  • MD, PA 401(K) (#001)25%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MD, PA 401(K) (#001)13
  • CASH BALANCE PLAN (#002)6
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LUIS DELGADO, JR, MD, PA CASH BALANCE PLAN

CashBalance

Assets$4.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LUIS DELGADO, JR, MD, PA 401(K) PLAN

401k

Assets$1.4M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LUIS DELGADO, JR, MD, PA CASH BALANCE PLANCashBalance$4.1M62025
001LUIS DELGADO, JR, MD, PA 401(K) PLAN401k$1.4M132025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica