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
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
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.
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 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
| 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 EIN | 112627859 |
| Plan Effective Date | 1982-01-01 |
| 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 $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
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).
- Access Group, Inc. 401(k) Plan (AR) $6M · 262
- Pgm of Texas Retirement Plan (TX) $6M · 266
- Rf Code, Inc. 401(k) Plan (TX) $6M · 36
- Apprentice Fs, Inc. 401(k) Plan (NJ) $6M · 136
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.