401(k) · DOL Form 5500 · 2023
Carmen Bautista Dator Md PC 401(k) Plan
Data updated 2026-08-25
- $654K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $326,869
- Avg per participant High balance/head
Official DOL plan name: Carmen Bautista Dator Md PC 401(k) Plan for Employees · Sponsored by Carmen Bautista Dator Md PC · New York · Healthcare & Social Assistance
$654K in assets, 2 participants
Carmen Bautista Dator Md PC's Carmen Bautista Dator Md PC 401(k) Plan for Employees reported $654K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #2,734 in Healthcare & Social Assistance (17,684 peers)
Carmen Bautista Dator Md PC multi-year trail
Carmen Bautista Dator Md PC's plans moved +70.0% in assets from 2022 to 2024; this filing shows Carmen Bautista Dator Md PC 401(k) Plan for Employees at $654K / 2 participants.
- #2,734
- in Healthcare & Social Assistance (17,684 peers)
- +33.1%
- assets growth YoY
Carmen Bautista Dator Md PC 401(k) Plan for Employees among the smaller filed plans by assets
Carmen Bautista Dator Md PC 401(k) Plan for Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$653,737 20th percentile higher than 20% 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
Carmen Bautista Dator Md PC 401(k) Plan for Employees among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carmen Bautista Dator Md PC 401(k) Plan for Employees is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carmen Bautista Dator Md PC 401(k) Plan for Employees reported net income rose from -$90K in the plan year 2022 filing to $163K in the plan year 2023 filing.
- Carmen Bautista Dator Md PC 401(k) Plan for Employees end-of-year assets rose from $491K in the plan year 2022 filing to $654K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 202462557 · Carmen Bautista Dator Md PC PY 2023 · 401(k)
Carmen Bautista Dator Md PC 401(k) Plan for Employees · $654K · 2 · 20th
- PCT $654K
- PCT 2
- PCT 20th
- PCT 401(k)
- PCT near West Law Office PC Retirement Plan
- PCT ind #2734
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 →
Carmen Bautista Dator Md PC 401(k) Plan for Employees in the asset neighbourhood
Carmen Bautista Dator Md PC multi-year asset trail
Sponsor-wide plan assets over time
All Carmen Bautista Dator Md PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $835K 70.0209716170542% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $491K |
| 2023 | 1 | 2 | $654K |
| 2024 | 1 | 2 | $835K |
Carmen Bautista Dator Md PC filing trail (2023)
| Total Assets (Beginning of Year) | $491K |
|---|---|
| Net Assets (End of Year) | $654K |
| Net Income | $163K |
| Employer EIN | 202462557 |
| Plan Effective Date | 2008-01-01 |
| 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
Carmen Bautista Dator Md PC 401(k) Plan for Employees's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is West Law Office PC Retirement Plan in WY ($654K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($654K here).
- West Law Office PC Retirement Plan (WY) $654K · 3
- Terragreen Dental 401(k) Plan (MO) $654K · 21
- Edmotion, Inc. 401(k) Plan (NC) $654K · 4
- Bobcat North America, LLC 401(k) Plan (FL) $654K · 235
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.