Profit Sharing · DOL Form 5500 · 2022

Targee Street Internal Medicine Group , P.C. Profit Sharing Plan

Data updated 2026-08-11

$7M
Total assets
1
Participants
58th
Percentile by assets
$7.0M
Avg per participant
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Official DOL plan name: Targee Street Internal Medicine Group, P.C. Retirement Trust · Sponsored by Targee Street Internal Medicine Group , P.C. · New York · Healthcare & Social Assistance

$7M in assets, 1 participants

Targee Street Internal Medicine Group , P.C.'s Targee Street Internal Medicine Group, P.C. Retirement Trust reported $7M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • 58th percentile by assets (of 139,126 plans)
  • #12,729 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Targee Street Internal Medicine Group, P.C. Retirement Trust holds $7M for 1 participant - about $7.0M per participant, above the median plan by assets.

$7M
total plan assets (2022 EOY)
1
covered participants
58th
percentile by assets (of 139,126 plans)
$7.0M
avg assets per participant

The plan reported a net loss of $276K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Sharing filing for Targee Street Internal Medicine Group, P.C. Retirement Trust

Profit Sharing filing for plan year 2022: EIN 133439657 ; effective since 1988-01-08 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$276K
Employer EIN133439657
Plan Effective Date1988-01-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Targee Street Internal Medicine Group , P.C.)

$6.4M$6.6M$6.8M$7M$7.2M 202220232024 $7.01M $6.51M ▼ -7.1%
Total plan assets by year, all Targee Street Internal Medicine Group , P.C. plans on file
Year Plans Participants Total Assets
2022 1 1 $7M
2023 1 1 $7M
2024 1 1 $7M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Targee Street Internal Medicine Group, P.C. Retirement Trust vs. nearby Profit Sharing plans in New York, assets vs. participants

Targee Street Internal Medicine Group, P.C. Retirement Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Targee Street Intern…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
Targee Street Internal Medicine Group, P.C. Retirement Trust vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Targee Street Internal Medicine Group, P.C. Retirement Trust by total assets, not by location.

Frequently Asked Questions

How did Targee Street Internal Medicine Group, P.C. Retirement Trust assets move in 2022?
Targee Street Internal Medicine Group, P.C. Retirement Trust edged down modestly - down 3.8% during 2022, from $7M to $7M. Reported net income was -$276K.
How have Targee Street Internal Medicine Group , P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Targee Street Internal Medicine Group , P.C.'s sponsor-wide assets declined 7.2%, from $7M to $7M.
Which Profit Sharing plans are similar in size to Targee Street Internal Medicine Group, P.C. Retirement Trust?
Among Profit Sharing plans in other states, the closest by assets is Nestle Professional Employees Retirement Plan in PR ($7M, 21 participants).

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Filing takeaways

Ways to act on Targee Street Internal Medicine Group, P.C. Retirement Trust's numbers.