Profit Sharing · DOL Form 5500 · 2023

Westchester Digestive Disease Group LLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Drs. Wayne & Kozicky Fidelity Money Purchase Plan · Sponsored by Westchester Digestive Disease Group LLC · New York · Healthcare & Social Assistance

$1M in assets, 1 participants

Westchester Digestive Disease Group LLC's Drs. Wayne & Kozicky Fidelity Money Purchase Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,265 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Drs. Wayne & Kozicky Fidelity Money Purchase Plan surged 38.8% in 2023 ($1M → $1M) for 1 participant.

#4,265
in Healthcare & Social Assistance (17,684 peers)
+38.8%
assets growth YoY

Drs. Wayne & Kozicky Fidelity Money Purchase Plan among the smaller filed plans by assets

Drs. Wayne & Kozicky Fidelity Money Purchase Plan vs every filed plan by assets

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

$1,476,793 27th percentile higher than 27% 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

Drs. Wayne & Kozicky Fidelity Money Purchase 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. Drs. Wayne & Kozicky Fidelity Money Purchase Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Drs. Wayne & Kozicky Fidelity Money Purchase Plan reported net income rose from -$412K in the plan year 2022 filing to $412K in the plan year 2023 filing.
  • Drs. Wayne & Kozicky Fidelity Money Purchase Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133583755 · Westchester Digestive Disease Group LLC PY 2023 · Profit Sharing

Drs. Wayne & Kozicky Fidelity Money Purchase Plan · $1M · 1 · 27th

  • ASSETS $1M
  • PCT 1
  • EIN 27th
  • RANK Profit Sharing
  • PHOTO near Mario Ramirez Carmoega Retirement Plan
  • IND ind #4265

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 →

Drs. Wayne & Kozicky Fidelity Money Purchase Plan in the asset neighbourhood

Drs. Wayne & Kozicky Fidelity Money Purchase PlanDrs. Wayne & Kozicky Fidelit…$1MMario Ramirez Carmoega Retirement PlanMario Ramirez Carmoega Retir…$1MProfit Sharing Plan$1MLaw Offices of Richard G Fathy, a Prof. Corp., Profit Sharing PlanLaw Offices of Richard G Fat…$1MDr Robert J Lynch Md Keogh$1M
End-of-year total assets ($M) among Drs. Wayne & Kozicky Fidelity Money Purchase Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Westchester Digestive Disease Group LLC years around the 2023 move

Sponsor-wide plan assets over time

All Westchester Digestive Disease Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.961942302436782% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.6M $6.85M ▼ -9.9%
Year Plans Participants Total Assets
2022 2 5 $8M
2023 2 4 $9M
2024 2 4 $7M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$412K
Employer EIN133583755
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Drs. Wayne & Kozicky Fidelity Money Purchase Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Drs. Wayne & Kozicky Fidelity Money Purchase Plan, Total assets ($B): 0.001476793 · Participants: 1Drs. Wayne & Kozicky Fidelity Money Purchase PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Drs. Wayne & Kozicky Fidelity Money Purchase Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Drs. Wayne & Kozicky Fidelity Money Purchase Plan side-by-side with 3 peers →

Drs. Wayne & Kozicky Fidelity Money Purchase Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Mario Ramirez Carmoega Retirement Plan in PR ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Drs. Wayne & Kozicky Fidelity Money Purchase Plan assets move in 2023? ▼
Drs. Wayne & Kozicky Fidelity Money Purchase Plan surged - up 38.8% during 2023, from $1M to $1M. Reported net income was $412K.
How have Westchester Digestive Disease Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westchester Digestive Disease Group LLC's sponsor-wide assets declined 10.0%, from $8M to $7M.
Which Profit Sharing plans are similar in size to Drs. Wayne & Kozicky Fidelity Money Purchase Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mario Ramirez Carmoega Retirement Plan in PR ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Drs. Wayne & Kozicky Fidelity Money Purchase Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 133583755.

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.