401(k) · DOL Form 5500 · 2023
Mohawk Valley Retina, PLLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $179,535
- Avg per participant Above avg balance/head
Official DOL plan name: Mohawk Valley Retina, PLLC Employee Savings Retirement Plan · Sponsored by Mohawk Valley Retina, PLLC · New York · Healthcare & Social Assistance
$10M in assets, 58 participants
Mohawk Valley Retina, PLLC's Mohawk Valley Retina, PLLC Employee Savings Retirement Plan reported $10M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,504 in Healthcare & Social Assistance (17,684 peers)
Mohawk Valley Retina, PLLC multi-year trail
Mohawk Valley Retina, PLLC's plans moved +37.1% in assets from 2022 to 2024; this filing shows Mohawk Valley Retina, PLLC Employee Savings Retirement Plan at $10M / 58 participants.
- #11,504
- in Healthcare & Social Assistance (17,684 peers)
- +23.0%
- assets growth YoY
Mohawk Valley Retina, PLLC Employee Savings Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Mohawk Valley Retina, PLLC Employee Savings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,413,037 Top 40% higher than 60% 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
Mohawk Valley Retina, PLLC Employee Savings Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mohawk Valley Retina, PLLC Employee Savings Retirement Plan is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mohawk Valley Retina, PLLC Employee Savings Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Mohawk Valley Retina, PLLC Employee Savings Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Mohawk Valley Retina, PLLC Employee Savings Retirement Plan reported participants rose from 54 in the plan year 2022 filing to 58 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 161541649 · Mohawk Valley Retina, PLLC PY 2023 · 401(k)
Mohawk Valley Retina, PLLC Employee Savings Retirement Plan · $10M · 58 · 60th
- PART $10M
- TYPE 58
- NET 60th
- BOOK 401(k)
- VS-ST near Dorsal Capital Management LP 401(k) Profit Sharing Plan & Trust
- BOY ind #11504
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 →
Mohawk Valley Retina, PLLC Employee Savings Retirement Plan in the asset neighbourhood
Mohawk Valley Retina, PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Mohawk Valley Retina, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 37.10645483406806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 54 | $8M |
| 2023 | 1 | 58 | $10M |
| 2024 | 1 | 53 | $12M |
Mohawk Valley Retina, PLLC filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 161541649 |
| Plan Effective Date | 1999-01-01 |
| 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
Mohawk Valley Retina, PLLC Employee Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Dorsal Capital Management LP 401(k) Profit Sharing Plan & Trust in CA ($10M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Dorsal Capital Management LP 401(k) Profit Sharing Plan & Trust (CA) $10M · 16
- Mitsubishi Cement Corporation Capital Accumulation Plan for Hourly Employees (NV) $10M · 119
- Fabric Development, Inc., Textile Products, Inc. 401(k) Plan (PA) $10M · 177
- Manitowoc Tool & Manufacturing, LLC 401(k) Profit Sharing Plan (WI) $10M · 208
Similar participant headcount
Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.
- Sri Technologies, Inc. Retirement Savings Plan (IL) 58 · 0 off
- Group M Puerto Rico, Inc. Retirement Savings Plan (PR) 58 · 0 off
- Esb Financial 401(k) Plan (KS) 58 · 0 off
- Dci/Shires, Inc. 401(k) Plan (WV) 58 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.