401(k) · DOL Form 5500 · 2023

Alan J. Kivitz, M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
66
Participants Small participant base
61st
Percentile by assets National rank
$171,644
Avg per participant Above avg balance/head
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Official DOL plan name: Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan · Sponsored by Alan J. Kivitz, M.D., P.C. · Pennsylvania · Healthcare & Social Assistance

$11M in assets, 66 participants

Alan J. Kivitz, M.D., P.C.'s Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan reported $11M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,805 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan grew at a solid clip 9.3% in 2023 ($10M → $11M) for 66 participants.

#11,805
in Healthcare & Social Assistance (17,684 peers)
+9.3%
assets growth YoY

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,328,492 Top 39% higher than 61% of 127,068 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 2023

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $963K in the plan year 2023 filing.
  • Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan reported participants fell from 73 in the plan year 2022 filing to 66 in the plan year 2023 filing.
  • Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251531976 · Alan J. Kivitz, M.D., P.C. PY 2023 · 401(k)

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan · $11M · 66 · 61st

  • PHOTO $11M
  • IND 66
  • EOY 61st
  • 5500 401(k)
  • ASSETS near Madison Logic 401(k) Plan
  • PCT ind #11805

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 Pennsylvania →

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan in the asset neighbourhood

Alan J. Kivitz, M.D. 401(k) Profit Sharing PlanAlan J. Kivitz, M.D. 401(k) …$11MMadison Logic 401(k) Plan$11MRivervest Venture Management, LLC Profit Sharing PlanRivervest Venture Management…$11MCornerstone Treatment Facilities Network 401(k) PlanCornerstone Treatment Facili…$11MTrexie 401(k) Plan$11M
End-of-year total assets ($M) among Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alan J. Kivitz, M.D., P.C. years around the 2023 move

Sponsor-wide plan assets over time

All Alan J. Kivitz, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 9.292613826574588% vs 2022
2023 filing year
$10M$10.5M$11M$11.5M 20222023 $10.4M $11.3M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 73 $10M
2023 1 66 $11M

2023 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$963K
Employer EIN251531976
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan, Total assets ($B): 0.011328492 · Participants: 66Alan J. Kivitz, M.D. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Madison Logic 401(k) Plan in NY ($11M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan assets move in 2023? ▼
Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan grew at a solid clip - up 9.3% during 2023, from $10M to $11M. Reported net income was $963K.
How have Alan J. Kivitz, M.D., P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Alan J. Kivitz, M.D., P.C.'s sponsor-wide assets grew 9.3%, from $10M to $11M.
Which 401(k) plans are similar in size to Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Madison Logic 401(k) Plan in NY ($11M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Alan J. Kivitz, M.D. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251531976.

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.