401(k) · DOL Form 5500 · 2023

Jay M. Purvin 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
3
Participants Small participant base
46th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Jay M. Purvin Profit Sharing Plan · Sponsored by Jay M. Purvin · New York · Healthcare & Social Assistance

$6M in assets, 3 participants

Jay M. Purvin's Jay M. Purvin Profit Sharing Plan reported $6M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,024 in Healthcare & Social Assistance (17,684 peers)

Jay M. Purvin multi-year trail

Jay M. Purvin's plans moved +61.4% in assets from 2022 to 2024; this filing shows Jay M. Purvin Profit Sharing Plan at $6M / 3 participants.

#9,024
in Healthcare & Social Assistance (17,684 peers)
+45.6%
assets growth YoY

Jay M. Purvin Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jay M. Purvin Profit Sharing Plan vs every filed plan by assets

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

$5,605,199 46th percentile higher than 46% 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

Jay M. Purvin Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jay M. Purvin Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jay M. Purvin Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jay M. Purvin Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Jay M. Purvin Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112627859 · Jay M. Purvin PY 2023 · 401(k)

Jay M. Purvin Profit Sharing Plan · $6M · 3 · 46th

  • VS-ST $6M
  • VS-ST 3
  • VS-ST 46th
  • VS-ST 401(k)
  • VS-ST near Access Group, Inc. 401(k) Plan
  • VS-ST ind #9024

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 →

Jay M. Purvin Profit Sharing Plan in the asset neighbourhood

Jay M. Purvin Profit Sharing PlanJay M. Purvin Profit Sharing…$6MPgm of Texas Retirement Plan$6MRf Code, Inc. 401(k) Plan$6MApprentice Fs, Inc. 401(k) PlanApprentice Fs, Inc. 401(k) P…$6MAccess Group, Inc. 401(k) PlanAccess Group, Inc. 401(k) Pl…$6M
End-of-year total assets ($M) among Jay M. Purvin Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jay M. Purvin multi-year asset trail

Sponsor-wide plan assets over time

All Jay M. Purvin plans reported in each filing year

Latest sponsor-wide plan assets
$6M 61.388637719878204% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.85M $6.21M ▲ +61.3%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 3 $6M
2024 1 4 $6M

Jay M. Purvin filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN112627859
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Jay M. Purvin Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jay M. Purvin Profit Sharing Plan, Total assets ($B): 0.005605199 · Participants: 3Jay M. Purvin Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Jay M. Purvin Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

Jay M. Purvin Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Access Group, Inc. 401(k) Plan in AR ($6M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jay M. Purvin Profit Sharing Plan assets move in 2023?
Jay M. Purvin Profit Sharing Plan surged - up 45.6% during 2023, from $4M to $6M. Reported net income was $2M.
How have Jay M. Purvin plan assets changed over time?
Across 3 plan years on file (2022-2024), Jay M. Purvin's sponsor-wide assets grew 61.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Jay M. Purvin Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Access Group, Inc. 401(k) Plan in AR ($6M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Jay M. Purvin Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).