401(k) · DOL Form 5500 · 2023

Carmen a Gatta Dmd PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
29th
Percentile by assets National rank
$342,614
Avg per participant High balance/head
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Official DOL plan name: Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust · Sponsored by Carmen a Gatta Dmd PC · New York · Healthcare & Social Assistance

$2M in assets, 5 participants

Carmen a Gatta Dmd PC's Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,689 in Healthcare & Social Assistance (17,684 peers)

Carmen a Gatta Dmd PC multi-year trail

Carmen a Gatta Dmd PC's plans moved -31.0% in assets from 2022 to 2024; this filing shows Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust at $2M / 5 participants.

#4,689
in Healthcare & Social Assistance (17,684 peers)
+22.8%
assets growth YoY

Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,713,070 29th percentile higher than 29% 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

Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust 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 a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust reported net income rose from -$66K in the plan year 2022 filing to $318K in the plan year 2023 filing.
  • Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203668844 · Carmen a Gatta Dmd PC PY 2023 · 401(k)

Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust · $2M · 5 · 29th

  • SCH $2M
  • EBSA 5
  • PART 29th
  • TYPE 401(k)
  • NET near Autism Treatment for Children, LLC 401(k) Plan
  • BOOK ind #4689

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 a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & TrustCarmen a Gatta Dmd PC 401(k)…$2MAutism Treatment for Children, LLC 401(k) PlanAutism Treatment for Childre…$2MDsi 401(k) Plan$2MBow Engineering & Development, Inc. 401(k) Retirement Savings PlanBow Engineering & Developmen…$2MFirst Sound Bank 401(k) Retirement Savings PlanFirst Sound Bank 401(k) Reti…$2M
End-of-year total assets ($M) among Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carmen a Gatta Dmd PC multi-year asset trail

Sponsor-wide plan assets over time

All Carmen a Gatta Dmd PC plans reported in each filing year

Latest sponsor-wide plan assets
$963K 30.970419620965785% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.4M $0.96M ▼ -31.4%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $2M
2024 1 3 $963K

Carmen a Gatta Dmd PC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$318K
Employer EIN203668844
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Carmen a Gatta Dmd PC 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 ($B) Participants Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00171307 · Participants: 5Carmen a Gatta Dmd PC 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
Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Carmen a Gatta Dmd PC 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 Autism Treatment for Children, LLC 401(k) Plan in WI ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust grew sharply - up 22.8% during 2023, from $1M to $2M. Reported net income was $318K.
How have Carmen a Gatta Dmd PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carmen a Gatta Dmd PC's sponsor-wide assets declined 31.0%, from $1M to $963K.
Which 401(k) plans are similar in size to Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Autism Treatment for Children, LLC 401(k) Plan in WI ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Carmen a Gatta Dmd PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 203668844.

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.