Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DONA COOPER-DOCKERY, M.D., P.A.
EIN 74-2916445Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
62
801 E. NOLANA, SUITE 12 - MCALLEN, TX 78504956-686-8802
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 62 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#004
DONA COOPER-DOCKERY, MD, PA, CASH BALANCE PENSION PLAN
CashBalance
Assets$1.7M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DONA COOPER-DOCKERY, MD, PA, INCENTIVE SAVINGS PLAN
401k
Assets$1.2M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | DONA COOPER-DOCKERY, MD, PA, CASH BALANCE PENSION PLAN | CashBalance | $1.7M | 26 | 2024 | |
| 003 | DONA COOPER-DOCKERY, MD, PA, INCENTIVE SAVINGS PLAN | 401k | $1.2M | 36 | 2024 |
Retirement plans