Defined Benefit (Pension) · DOL Form 5500 · 2023
Anthony Lawrence Napolitano, M.D., P.C. Pension Plan
Data updated 2026-08-25
- $671K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $134,188
- Avg per participant Near avg balance/head
Official DOL plan name: Anthony Napolitano, M.D., P.C. Cash Balance Plan · Sponsored by Anthony Lawrence Napolitano, M.D., P.C. · New York · Healthcare & Social Assistance
$671K in assets, 5 participants
Anthony Lawrence Napolitano, M.D., P.C.'s Anthony Napolitano, M.D., P.C. Cash Balance Plan reported $671K in total assets and 5 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.
- #2,774 in Healthcare & Social Assistance (17,684 peers)
Anthony Lawrence Napolitano, M.D., P.C. multi-year trail
Anthony Lawrence Napolitano, M.D., P.C.'s plans moved +25.7% in assets from 2022 to 2024; this filing shows Anthony Napolitano, M.D., P.C. Cash Balance Plan at $671K / 5 participants.
- #2,774
- in Healthcare & Social Assistance (17,684 peers)
- +39.6%
- assets growth YoY
Anthony Napolitano, M.D., P.C. Cash Balance Plan among the smaller filed plans by assets
Anthony Napolitano, M.D., P.C. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$670,940 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
Anthony Napolitano, M.D., P.C. Cash Balance 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. Anthony Napolitano, M.D., P.C. Cash Balance Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Anthony Napolitano, M.D., P.C. Cash Balance Plan end-of-year assets rose from $481K in the plan year 2022 filing to $671K in the plan year 2023 filing.
- Anthony Napolitano, M.D., P.C. Cash Balance Plan reported net income rose from $177K in the plan year 2022 filing to $190K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 113018298 · Anthony Lawrence Napolitano, M.D., P.C. PY 2023 · Defined Benefit (Pension)
Anthony Napolitano, M.D., P.C. Cash Balance Plan · $671K · 5 · 20th
- BOY $671K
- SCH 5
- EBSA 20th
- PART Defined Benefit (Pension)
- TYPE near Stuart a. Linder, M.D., Inc. Cash Balance Pension Plan
- NET ind #2774
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 →
Anthony Napolitano, M.D., P.C. Cash Balance Plan in the asset neighbourhood
Anthony Lawrence Napolitano, M.D., P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Anthony Lawrence Napolitano, M.D., P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 25.72406976877422% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11 | $7M |
| 2023 | 2 | 11 | $8M |
| 2024 | 1 | 6 | $9M |
Anthony Lawrence Napolitano, M.D., P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $481K |
|---|---|
| Net Assets (End of Year) | $671K |
| Net Income | $190K |
| Employer EIN | 113018298 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Anthony Napolitano, M.D., P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Stuart a. Linder, M.D., Inc. Cash Balance Pension Plan in CA ($666K); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($671K here).
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.