401(k) · DOL Form 5500 · 2023

Psychotherapeutic Evaluational Programs, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
128
Participants Small participant base
55th
Percentile by assets National rank
$67,553
Avg per participant Below avg balance/head
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Official DOL plan name: Psychotherapeutic 401(k) Profit Sharing Plan and Trust · Sponsored by Psychotherapeutic Evaluational Programs, Inc. · New York · Educational Services

$9M in assets, 128 participants

Psychotherapeutic Evaluational Programs, Inc.'s Psychotherapeutic 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 128 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.

  • #1,437 in Educational Services (3,735 peers)

Coverage in New York

Psychotherapeutic 401(k) Profit Sharing Plan and Trust covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $9M.

#1,437
in Educational Services (3,735 peers)
+31.0%
assets growth YoY

Psychotherapeutic 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Educational Services and all filers

Psychotherapeutic 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,646,772 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

Psychotherapeutic 401(k) Profit Sharing Plan and 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. Psychotherapeutic 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Psychotherapeutic 401(k) Profit Sharing Plan and Trust reported net income rose from $8K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Psychotherapeutic 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Psychotherapeutic 401(k) Profit Sharing Plan and Trust reported participants rose from 120 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113080875 · Psychotherapeutic Evaluational Programs, Inc. PY 2023 · 401(k)

Psychotherapeutic 401(k) Profit Sharing Plan and Trust · $9M · 128 · 55th

  • BOY $9M
  • BOY 128
  • BOY 55th
  • BOY 401(k)
  • BOY near Foundation for National Progress Employees' Retirement Plan
  • BOY ind #1437

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 Educational Services retirement plans → · Plans in New York →

Psychotherapeutic 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Psychotherapeutic 401(k) Profit Sharing Plan and TrustPsychotherapeutic 401(k) Pro…$9MFoundation for National Progress Employees' Retirement PlanFoundation for National Prog…$9MConcoa Retirement Savings PlanConcoa Retirement Savings Pl…$9MPediatric Cardiology Medical Associates of Southern California 401(k) Profit Sharing PlanPediatric Cardiology Medical…$9MBarnard, Vogler & Co. Cpa's Restated 401(k) Profit Sharing Plan and TrustBarnard, Vogler & Co. Cpa's …$9M
End-of-year total assets ($M) among Psychotherapeutic 401(k) Profit Sharing Plan and Trust 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$2M
Employer EIN113080875
Plan Effective Date1998-09-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Psychotherapeutic Evaluational Programs, Inc.)

Sponsor-wide plan assets over time

All Psychotherapeutic Evaluational Programs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 82.95267521518292% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.6M $12.1M ▲ +82.9%
Year Plans Participants Total Assets
2022 1 120 $7M
2023 1 128 $9M
2024 1 148 $12M

Nearby 401(k) Plans in New York

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

Psychotherapeutic 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Psychotherapeutic 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.008646772 · Participants: 128Psychotherapeutic 401(k) Profit Sharing Plan and TrustIBM 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
Psychotherapeutic 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Psychotherapeutic 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Psychotherapeutic 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Foundation for National Progress Employees' Retirement Plan in CA ($9M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Psychotherapeutic 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Psychotherapeutic 401(k) Profit Sharing Plan and Trust surged - up 31.0% during 2023, from $7M to $9M. Reported net income was $2M.
How have Psychotherapeutic Evaluational Programs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Psychotherapeutic Evaluational Programs, Inc.'s sponsor-wide assets grew 83.0%, from $7M to $12M.
Which 401(k) plans are similar in size to Psychotherapeutic 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Foundation for National Progress Employees' Retirement Plan in CA ($9M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Psychotherapeutic 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A 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 113080875.

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.