401(k) · DOL Form 5500 · 2022
Zvi Alpern, M.D. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $4.2M
- Avg per participant High balance/head
Official DOL plan name: Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan · Sponsored by Zvi Alpern, M.D. · New York · Healthcare & Social Assistance
$4M in assets, 1 participants
Zvi Alpern, M.D.'s Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan reported $4M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #10,439 in Healthcare & Social Assistance (20,060 peers)
Zvi Alpern, M.D. multi-year trail
Zvi Alpern, M.D.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan at $4M / 1 participant.
- #10,439
- in Healthcare & Social Assistance (20,060 peers)
- -21.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,181,671 47th percentile higher than 47% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 112755958 · Zvi Alpern, M.D. PY 2022 · 401(k)
Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan · $4M · 1 · 47th
- EBSA $4M
- PART 1
- TYPE 47th
- NET 401(k)
- BOOK near Kallman Worldwide 401(k) Profit Sharing Plan
- VS-ST ind #10439
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 New York →
Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan in the asset neighbourhood
Zvi Alpern, M.D. multi-year asset trail
Sponsor-wide plan assets over time
All Zvi Alpern, M.D. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 12.716112769273336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $4M |
| 2023 | 1 | 2 | $4M |
| 2024 | 1 | 1 | $5M |
Zvi Alpern, M.D. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 112755958 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Kallman Worldwide 401(k) Profit Sharing Plan in NJ ($4M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.