401(k) · DOL Form 5500 · 2023

Tri-County Family Medicine, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
122
Participants Small participant base
55th
Percentile by assets National rank
$70,549
Avg per participant Below avg balance/head
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Official DOL plan name: Tri-County Family Medicine, Inc. Retirement Plan · Sponsored by Tri-County Family Medicine, Inc. · New York · Healthcare & Social Assistance

$9M in assets, 122 participants

Tri-County Family Medicine, Inc.'s Tri-County Family Medicine, Inc. Retirement Plan reported $9M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,776 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Tri-County Family Medicine, Inc. Retirement Plan covers 122 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $9M.

#10,776
in Healthcare & Social Assistance (17,684 peers)
+18.8%
assets growth YoY

Tri-County Family Medicine, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tri-County Family Medicine, Inc. Retirement Plan vs every filed plan by assets

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

$8,606,979 Top 45% higher than 55% 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

Tri-County Family Medicine, Inc. Retirement Plan 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. Tri-County Family Medicine, Inc. Retirement Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri-County Family Medicine, Inc. Retirement Plan reported net income rose from -$961K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Tri-County Family Medicine, Inc. Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Tri-County Family Medicine, Inc. Retirement Plan reported participants fell from 129 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160997545 · Tri-County Family Medicine, Inc. PY 2023 · 401(k)

Tri-County Family Medicine, Inc. Retirement Plan · $9M · 122 · 55th

  • ASSETS $9M
  • PCT 122
  • EIN 55th
  • RANK 401(k)
  • PHOTO near California Health Collaborative Pension Plan
  • IND ind #10776

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 →

Tri-County Family Medicine, Inc. Retirement Plan in the asset neighbourhood

Tri-County Family Medicine, Inc. Retirement PlanTri-County Family Medicine, …$9MCalifornia Health Collaborative Pension PlanCalifornia Health Collaborat…$9MHighmark Companies, Inc. Retirement Savings PlanHighmark Companies, Inc. Ret…$9MRatto Bros., Inc. 401(k) Plan$9MMays Housecall Home Health Inc 401(k) Profit Sharing PlanMays Housecall Home Health I…$9M
End-of-year total assets ($M) among Tri-County Family Medicine, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN160997545
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-County Family Medicine, Inc.)

Sponsor-wide plan assets over time

All Tri-County Family Medicine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.022842844581373% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.24M $8.98M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 129 $7M
2023 1 122 $9M
2024 1 125 $9M

Nearby 401(k) Plans in New York

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

Tri-County Family Medicine, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tri-County Family Medicine, Inc. Retirement Plan, Total assets ($B): 0.008606979 · Participants: 122Tri-County Family Medicine, Inc. Retirement PlanIBM 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
Tri-County Family Medicine, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tri-County Family Medicine, Inc. Retirement Plan side-by-side with 3 peers →

Tri-County Family Medicine, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is California Health Collaborative Pension Plan in CA ($9M); by covered participants it is Lurre Construction 401(k) Plan in ID (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Tri-County Family Medicine, Inc. Retirement Plan assets move in 2023? ▼
Tri-County Family Medicine, Inc. Retirement Plan grew sharply - up 18.8% during 2023, from $7M to $9M. Reported net income was $1M.
How have Tri-County Family Medicine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-County Family Medicine, Inc.'s sponsor-wide assets grew 24.0%, from $7M to $9M.
Which 401(k) plans are similar in size to Tri-County Family Medicine, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is California Health Collaborative Pension Plan in CA ($9M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Tri-County Family Medicine, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lurre Construction 401(k) Plan in ID (122 participants, $2M 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 160997545.

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.