Other · DOL Form 5500 · 2023

Joseph Husney Md Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2
Participants Small participant base
50th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fidelity Defined Contribution Retirement Plan · Sponsored by Joseph Husney Md · New York · Healthcare & Social Assistance

$7M in assets, 2 participants

Joseph Husney Md's Fidelity Defined Contribution Retirement Plan reported $7M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,690 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Fidelity Defined Contribution Retirement Plan grew at a solid clip 8.1% in 2023 ($6M → $7M) for 2 participants.

#9,690
in Healthcare & Social Assistance (17,684 peers)
+8.1%
assets growth YoY

Fidelity Defined Contribution Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fidelity Defined Contribution Retirement Plan vs every filed plan by assets

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

$6,532,097 Top 50% higher than 50% 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

Fidelity Defined Contribution Retirement 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. Fidelity Defined Contribution Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelity Defined Contribution Retirement Plan reported net income rose from -$849K in the plan year 2022 filing to $491K in the plan year 2023 filing.
  • Fidelity Defined Contribution Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Fidelity Defined Contribution Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 900297046 · Joseph Husney Md PY 2023 · Other

Fidelity Defined Contribution Retirement Plan · $7M · 2 · 50th

  • EBSA $7M
  • EBSA 2
  • EBSA 50th
  • EBSA Other
  • EBSA near Employee Benefit Plan of Valle Del Sol, Incorporated
  • EBSA ind #9690

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 →

Fidelity Defined Contribution Retirement Plan in the asset neighbourhood

Tempe Life Care Village, Inc. 403(b) PlanTempe Life Care Village, Inc…$7MFidelity Defined Contribution Retirement PlanFidelity Defined Contributio…$7MEmployee Benefit Plan of Valle Del Sol, IncorporatedEmployee Benefit Plan of Val…$7MCenter for Responsive Schools, Inc. 403(b) PlanCenter for Responsive School…$7MHaverland Carter Lifestyle Group 403(b) PlanHaverland Carter Lifestyle G…$7M
End-of-year total assets ($M) among Fidelity Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Joseph Husney Md years around the 2023 move

Sponsor-wide plan assets over time

All Joseph Husney Md plans reported in each filing year

Latest sponsor-wide plan assets
$7M 8.12365375056217% vs 2022
2023 filing year
$5.8M$6M$6.2M$6.4M$6.6M 20222023 $6.04M $6.53M ▲ +8.1%
Year Plans Participants Total Assets
2022 1 3 $6M
2023 1 2 $7M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$491K
Employer EIN900297046
Plan Effective Date2000-12-31
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Fidelity Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Fidelity Defined Contribution Retirement Plan, Total assets ($B): 0.006532097 · Participants: 2Fidelity Defined Contribution Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Fidelity Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Fidelity Defined Contribution Retirement Plan side-by-side with 3 peers →

Fidelity Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Employee Benefit Plan of Valle Del Sol, Incorporated in AZ ($7M); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Fidelity Defined Contribution Retirement Plan assets move in 2023? ▼
Fidelity Defined Contribution Retirement Plan grew at a solid clip - up 8.1% during 2023, from $6M to $7M. Reported net income was $491K.
How have Joseph Husney Md plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Joseph Husney Md's sponsor-wide assets grew 8.1%, from $6M to $7M.
Which Other plans are similar in size to Fidelity Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Valle Del Sol, Incorporated in AZ ($7M, 399 participants).
Which Other plans cover a similar participant headcount to Fidelity Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 900297046.

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.