401(k) · DOL Form 5500 · 2023
Associated Physical & Occupational 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $31,159
- Avg per participant Low balance/head
Official DOL plan name: Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust · Sponsored by Associated Physical & Occupational · New York · Healthcare & Social Assistance
$3M in assets, 105 participants
Associated Physical & Occupational's Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #6,799 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust covers 105 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $3M.
- #6,799
- in Healthcare & Social Assistance (17,684 peers)
- +28.7%
- assets growth YoY
Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,271,714 37th percentile higher than 37% 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
Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust reported net income rose from -$680K in the plan year 2022 filing to $730K in the plan year 2023 filing.
- Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust reported participants fell from 113 in the plan year 2022 filing to 105 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 161587089 · Associated Physical & Occupational PY 2023 · 401(k)
Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust · $3M · 105 · 37th
- RANK $3M
- PHOTO 105
- IND 37th
- EOY 401(k)
- 5500 near Hipsher Tool & Die, Inc. 401(k) Retirement Plan
- ASSETS ind #6799
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 →
Associated Physical & Occupational Therapists 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $730K |
| Employer EIN | 161587089 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Associated Physical & Occupational)
Sponsor-wide plan assets over time
All Associated Physical & Occupational plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 58.10948338567415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $3M |
| 2023 | 1 | 105 | $3M |
| 2024 | 1 | 116 | $4M |
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
Associated Physical & Occupational Therapists 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 Hipsher Tool & Die, Inc. 401(k) Retirement Plan in IN ($3M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 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.