Profit Sharing · DOL Form 5500 · 2023
Targee Street Internal Medicine Group , P.C. Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $6.9M
- Avg per participant High balance/head
Official DOL plan name: Targee Street Internal Medicine Group, P.C. Retirement Trust · Sponsored by Targee Street Internal Medicine Group , P.C. · New York · Healthcare & Social Assistance
$7M in assets, 1 participants
Targee Street Internal Medicine Group , P.C.'s Targee Street Internal Medicine Group, P.C. Retirement Trust reported $7M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #9,880 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Targee Street Internal Medicine Group, P.C. Retirement Trust holds $7M for 1 participant - about $6.9M per participant, above the median plan by assets.
- #9,880
- in Healthcare & Social Assistance (17,684 peers)
- -2.1%
- assets change YoY
The plan reported a net loss of $145K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Targee Street Internal Medicine Group, P.C. Retirement Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Targee Street Internal Medicine Group, P.C. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,869,108 Top 49% higher than 51% 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
Targee Street Internal Medicine Group, P.C. Retirement 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. Targee Street Internal Medicine Group, P.C. Retirement Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Targee Street Internal Medicine Group, P.C. Retirement Trust reported net income rose from -$276K in the plan year 2022 filing to -$145K in the plan year 2023 filing.
- Targee Street Internal Medicine Group, P.C. Retirement Trust end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 133439657 · Targee Street Internal Medicine Group , P.C. PY 2023 · Profit Sharing
Targee Street Internal Medicine Group, P.C. Retirement Trust · $7M · 1 · 51st
- ASSETS $7M
- ASSETS 1
- ASSETS 51st
- ASSETS Profit Sharing
- ASSETS near Rhonda Rand, M.D., Inc. Profit Sharing Plan
- ASSETS ind #9880
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 →
Targee Street Internal Medicine Group, P.C. Retirement Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$145K |
| Employer EIN | 133439657 |
| Plan Effective Date | 1988-01-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Targee Street Internal Medicine Group , P.C.)
Sponsor-wide plan assets over time
All Targee Street Internal Medicine Group , P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 7.190879876360505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $7M |
| 2023 | 1 | 1 | $7M |
| 2024 | 1 | 1 | $7M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Targee Street Internal Medicine Group, P.C. Retirement Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Rhonda Rand, M.D., Inc. Profit Sharing Plan in CA ($7M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
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.