401(k) · DOL Form 5500 · 2022

Capital District Physicians Health Plan Inc. 401(k) Plan

Data updated 2026-08-25

$207M
Total assets Near avg plan size
1,298
Participants Near avg headcount
96th
Percentile by assets National rank
$159,699
Avg per participant Above avg balance/head
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Official DOL plan name: Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan · Sponsored by Capital District Physicians Health Plan Inc. · New York · Finance & Insurance

$207M in assets, 1,298 participants

Capital District Physicians Health Plan Inc.'s Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan reported $207M in total assets and 1,298 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,587 in Finance & Insurance (9,261 peers)

Where Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan sits by assets

Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $207M for 1,298 participants (~$159,699/participant), down 17.6% in 2022.

#8,587
in Finance & Insurance (9,261 peers)
-17.6%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$207,288,845 Top 4% higher than 96% 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

Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan lands in the large band (1,298 participants).

EBSA filing schedule strip

Filing strip 141641028 · Capital District Physicians Health Plan Inc. PY 2022 · 401(k)

Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan · $207M · 1,298 · 96th

  • EOY $207M
  • EOY 1,298
  • EOY 96th
  • EOY 401(k)
  • EOY near Enhabit Home Health & Hospice 401(k) Plan
  • EOY ind #8587

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 Finance & Insurance retirement plans → · Plans in New York →

Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Medical Clinic of Sacramento, Inc. 401(k) PlanMedical Clinic of Sacramento…$207MCallisonrtkl 401(k) Plan$207MCapital District Physicians' Health Plan Inc. 401(k) Profit Sharing PlanCapital District Physicians'…$207MEnhabit Home Health & Hospice 401(k) PlanEnhabit Home Health & Hospic…$207MDentons Bingham Greenebaum Retirement PlanDentons Bingham Greenebaum R…$207M
End-of-year total assets ($M) among Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$251M
Net Assets (End of Year)$207M
Net Income-$44M
Employer EIN141641028
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital District Physicians Health Plan Inc.)

Sponsor-wide plan assets over time

All Capital District Physicians Health Plan Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$267M 28.87996409068708% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $207M $267M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 1,298 $207M
2023 1 1,278 $239M
2024 1 1,313 $267M

Nearby 401(k) Plans in New York

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

Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.207288845 · Participants: 1298Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Enhabit Home Health & Hospice 401(k) Plan in TX ($207M); by covered participants it is Convatec, Inc. Savings and Investment Plan in NJ (1,298 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($207M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,298 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 Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan declined sharply - down 17.6% during 2022, from $251M to $207M. Reported net income was -$44M.
How have Capital District Physicians Health Plan Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital District Physicians Health Plan Inc.'s sponsor-wide assets grew 28.9%, from $207M to $267M.
Where does Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enhabit Home Health & Hospice 401(k) Plan in TX ($207M, 10,313 participants).
Which 401(k) plans cover a similar participant headcount to Capital District Physicians' Health Plan Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convatec, Inc. Savings and Investment Plan in NJ (1,298 participants, $174M 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 141641028.

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.