401(k) · DOL Form 5500 · 2022

Alan J. Kivitz, M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
73
Participants Small participant base
66th
Percentile by assets National rank
$141,990
Avg per participant Near avg balance/head
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Official DOL plan name: Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan · Sponsored by Alan J. Kivitz, M.D., P.C. · Pennsylvania · Healthcare & Social Assistance

$10M in assets, 73 participants

Alan J. Kivitz, M.D., P.C.'s Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan reported $10M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 66th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #14,243 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan declined sharply 19.7% in 2022 ($13M → $10M) for 73 participants.

#14,243
in Healthcare & Social Assistance (20,060 peers)
-19.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,365,286 Top 34% higher than 66% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan is a small filing (73 participants) on this national headcount ladder.

DOL schedule card

Filing strip 251531976 · Alan J. Kivitz, M.D., P.C. PY 2022 · 401(k)

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan · $10M · 73 · 66th

  • IND $10M
  • EOY 73
  • 5500 66th
  • ASSETS 401(k)
  • PCT near Bay Dermatology and Cosmetic Surgery, P.a. Employees Savings Plan
  • EIN ind #14243

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan in the asset neighbourhood

Alan J. Kivitz, M.D. 401(k) Profit Sharing PlanAlan J. Kivitz, M.D. 401(k) …$10MSilver State International Trucks 401(k) Profit Sharing PlanSilver State International T…$10MAyzenberg Group Inc. 401(k) PlanAyzenberg Group Inc. 401(k) …$10MBarrett & Stokely Inc Retirement Readiness 401(k) PlanBarrett & Stokely Inc Retire…$10MBay Dermatology and Cosmetic Surgery, P.a. Employees Savings PlanBay Dermatology and Cosmetic…$10M
End-of-year total assets ($M) among Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alan J. Kivitz, M.D., P.C. years around the 2022 move

Sponsor-wide plan assets over time

All Alan J. Kivitz, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 9.292613826574588% vs 2022
2023 filing year
$10M$10.5M$11M$11.5M 20222023 $10.4M $11.3M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 73 $10M
2023 1 66 $11M

2022 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN251531976
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan, Total assets ($B): 0.010365286 · Participants: 73Alan J. Kivitz, M.D. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bay Dermatology and Cosmetic Surgery, P.a. Employees Savings Plan in FL ($10M); by covered participants it is Bridgefarmer & Associates, Inc. 401(k) Plan in TX (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan assets move in 2022? ▼
Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan declined sharply - down 19.7% during 2022, from $13M to $10M. Reported net income was -$3M.
How have Alan J. Kivitz, M.D., P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Alan J. Kivitz, M.D., P.C.'s sponsor-wide assets grew 9.3%, from $10M to $11M.
Which 401(k) plans are similar in size to Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bay Dermatology and Cosmetic Surgery, P.a. Employees Savings Plan in FL ($10M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bridgefarmer & Associates, Inc. 401(k) Plan in TX (73 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251531976.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.