401(k) · DOL Form 5500 · 2022

Therapynotes, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
135
Participants Small participant base
45th
Percentile by assets National rank
$28,880
Avg per participant Low balance/head
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Official DOL plan name: Therapynotes 401(k) Plan · Sponsored by Therapynotes, LLC · Pennsylvania · Professional & Technical Services

$4M in assets, 135 participants

Therapynotes, LLC's Therapynotes 401(k) Plan reported $4M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #9,264 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Therapynotes 401(k) Plan covers 135 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#9,264
in Professional & Technical Services (21,562 peers)
+25.5%
assets growth YoY

Therapynotes 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Therapynotes 401(k) Plan vs every filed plan by assets

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

$3,898,847 45th percentile higher than 45% 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

Therapynotes 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Therapynotes 401(k) Plan sits mid-pack in the medium band (135 participants).

DOL schedule card

Filing strip 273370857 · Therapynotes, LLC PY 2022 · 401(k)

Therapynotes 401(k) Plan · $4M · 135 · 45th

  • TYPE $4M
  • NET 135
  • BOOK 45th
  • VS-ST 401(k)
  • BOY near Holcomb Law Group Profit Sharing Plan & Trust
  • SCH ind #9264

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Therapynotes 401(k) Plan in the asset neighbourhood

Therapynotes 401(k) Plan$4MHolcomb Law Group Profit Sharing Plan & TrustHolcomb Law Group Profit Sha…$4MSprovieri's Custom Counters, Inc. 401(k) Savings PlanSprovieri's Custom Counters,…$4MGoodwill Industries of South Central Wi, Inc. 401(k) PlanGoodwill Industries of South…$4MPeninsula Pacific Entertainment 401(k) PlanPeninsula Pacific Entertainm…$4M
End-of-year total assets ($M) among Therapynotes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$792K
Employer EIN273370857
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Therapynotes, LLC)

Sponsor-wide plan assets over time

All Therapynotes, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 191.1123981012848% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $3.9M $11.4M ▲ +191.0%
Year Plans Participants Total Assets
2022 1 135 $4M
2023 1 195 $7M
2024 1 289 $11M

Nearby 401(k) Plans in Pennsylvania

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

Therapynotes 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Therapynotes 401(k) Plan, Total assets ($B): 0.003898847 · Participants: 135Therapynotes 401(k) 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
Therapynotes 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Therapynotes 401(k) Plan side-by-side with 3 peers →

Therapynotes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Holcomb Law Group Profit Sharing Plan & Trust in MS ($4M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Therapynotes 401(k) Plan assets move in 2022? ▼
Therapynotes 401(k) Plan grew sharply - up 25.5% during 2022, from $3M to $4M. Reported net income was $792K.
How have Therapynotes, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Therapynotes, LLC's sponsor-wide assets grew 191.1%, from $4M to $11M.
Which 401(k) plans are similar in size to Therapynotes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holcomb Law Group Profit Sharing Plan & Trust in MS ($4M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Therapynotes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 participants, N/A 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 273370857.

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.