401(k) · DOL Form 5500 · 2023

Jefferson Anesthesiologist Ser 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
21
Participants Small participant base
62nd
Percentile by assets National rank
$556,360
Avg per participant High balance/head
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Official DOL plan name: Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust · Sponsored by Jefferson Anesthesiologist Ser · New York · Healthcare & Social Assistance

$12M in assets, 21 participants

Jefferson Anesthesiologist Ser's Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,914 in Healthcare & Social Assistance (17,684 peers)

Jefferson Anesthesiologist Ser multi-year trail

Jefferson Anesthesiologist Ser's plans moved +21.2% in assets from 2023 to 2024; this filing shows Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust at $12M / 21 participants.

#11,914
in Healthcare & Social Assistance (17,684 peers)
+14.2%
assets growth YoY

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$11,683,550 Top 38% higher than 62% 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

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust is a small filing (21 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 161431831 · Jefferson Anesthesiologist Ser PY 2023 · 401(k)

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust · $12M · 21 · 62nd

  • VS-ST $12M
  • BOY 21
  • SCH 62nd
  • EBSA 401(k)
  • PART near Hinkley Lighting, Inc. 401(k) Retirement Plan
  • TYPE ind #11914

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 →

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & TrustJefferson Anesthesiologist S…$12MHinkley Lighting, Inc. 401(k) Retirement PlanHinkley Lighting, Inc. 401(k…$12MOtterstedt Agency 401(k) Plan$12MQuanta Manufacturing LLC Retirement PlanQuanta Manufacturing LLC Ret…$12MPinney Associates, Inc. 401(k) Profit Sharing PlanPinney Associates, Inc. 401(…$12M
End-of-year total assets ($M) among Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jefferson Anesthesiologist Ser multi-year asset trail

Sponsor-wide plan assets over time

All Jefferson Anesthesiologist Ser plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.24457891651082% vs 2023
2024 filing year
$11M$12M$13M$14M$15M 20232024 $11.7M $14.2M ▲ +21.3%
Year Plans Participants Total Assets
2023 1 21 $12M
2024 1 21 $14M

Jefferson Anesthesiologist Ser filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN161431831
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.01168355 · Participants: 21Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & TrustIBM 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
Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants

Jefferson Anesthesiologist Ser 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 Hinkley Lighting, Inc. 401(k) Retirement Plan in OH ($12M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust assets move in 2023?
Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 14.2% during 2023, from $10M to $12M. Reported net income was $1M.
How have Jefferson Anesthesiologist Ser plan assets changed over time?
Across 2 plan years on file (2023-2024), Jefferson Anesthesiologist Ser's sponsor-wide assets grew 21.2%, from $12M to $14M.
Which 401(k) plans are similar in size to Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Hinkley Lighting, Inc. 401(k) Retirement Plan in OH ($12M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M in assets).