401(k) · DOL Form 5500 · 2022

Associated Physical & Occupational Therapists 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
113
Participants Small participant base
38th
Percentile by assets National rank
$22,496
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust · Sponsored by Associated Physical & Occupational Therapists · New York · Healthcare & Social Assistance

$3M in assets, 113 participants

Associated Physical & Occupational Therapists's Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #8,032 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust covers 113 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $3M.

#8,032
in Healthcare & Social Assistance (20,060 peers)
-21.1%
assets change YoY

The plan reported a net loss of $680K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,541,993 38th percentile higher than 38% 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

Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust 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. Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (113 participants).

Plan-year Form 5500 strip

Filing strip 161587089 · Associated Physical & Occupational Therapists PY 2022 · 401(k)

Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust · $3M · 113 · 38th

  • VS-ST $3M
  • VS-ST 113
  • VS-ST 38th
  • VS-ST 401(k)
  • VS-ST near Dilts Macary & Calvin, LLC 401(k) Plan and Trust
  • VS-ST ind #8032

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 →

Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & TrustAssociated Physical & Occupa…$3MDilts Macary & Calvin, LLC 401(k) Plan and TrustDilts Macary & Calvin, LLC 4…$3MState Line Supply Co., Inc. Savings and Profit Sharing PlanState Line Supply Co., Inc. …$3MMarpai Inc 401(k) Profit Sharing Plan & TrustMarpai Inc 401(k) Profit Sha…$3MOak View Farms, L.L.C. 401(k) PlanOak View Farms, L.L.C. 401(k…$3M
End-of-year total assets ($M) among Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$680K
Employer EIN161587089
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Physical & Occupational Therapists)

Sponsor-wide plan assets over time

All Associated Physical & Occupational Therapists plans reported in each filing year

Latest sponsor-wide plan assets
$4M 58.10948338567415% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.54M $4.02M ▲ +58.3%
Year Plans Participants Total Assets
2022 1 113 $3M
2023 1 105 $3M
2024 1 116 $4M

Nearby 401(k) Plans in New York

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

Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002541993 · Participants: 113Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & TrustIBM 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
Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dilts Macary & Calvin, LLC 401(k) Plan and Trust in PA ($3M); by covered participants it is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust declined sharply - down 21.1% during 2022, from $3M to $3M. Reported net income was -$680K.
How have Associated Physical & Occupational Therapists plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Physical & Occupational Therapists's sponsor-wide assets grew 58.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dilts Macary & Calvin, LLC 401(k) Plan and Trust in PA ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 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 161587089.

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.