401(k) · DOL Form 5500 · 2023

Capital District Physicians Health Plan Inc. 401(k) Plan

Data updated 2026-08-11

$239M
Total assets: 1,278
Participants: 95th
Percentile by assets: $187,312
Avg per participant

Official DOL plan name: Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan · Sponsored by Capital District Physicians Health Plan Inc. · New York · Finance & Insurance

$239M in assets, 1,278 participants

Capital District Physicians Health Plan Inc.'s Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan reported $239M in total assets and 1,278 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#8,207 in Finance & Insurance (8,869 peers)

Where Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan sits by assets

Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $239M for 1,278 participants (~$187,312/participant), up 15.5% in 2023.

$239M
total plan assets (2023 EOY): 1,278
covered participants: 95th
percentile by assets (of 127,072 plans): $187,312
avg assets per participant

Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan reported net income rose from -$44M in the plan year 2022 filing to $32M in the plan year 2023 filing.
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $207M in the plan year 2022 filing to $239M in the plan year 2023 filing.
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan reported participants fell from 1,298 in the plan year 2022 filing to 1,278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Finance & Insurance

Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$207M
Net Assets (End of Year)	$239M
Net Income	$32M
Employer EIN	141641028
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Capital District Physicians Health Plan Inc.)

Total plan assets by year, all Capital District Physicians Health Plan Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,298	$207M
2023	1	1,278	$239M
2024	1	1,313	$267M

Nearby 401(k) Plans in New York

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

Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Capital District Physicians' Health Plan… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

Smithbucklin Employee Retirement Plan (IL) $239M · 656
Haemonetics Corporation Savings Plus Plan (MA) $239M · 1,087
Godfrey & Kahn, S.C. 401(k) Retirement Plan (WI) $239M · 373
Hatch Associates Consultants, Inc. 401(k) Plan for U.S. Employees (PA) $239M · 957

Frequently Asked Questions

How did Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼

Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.5% during 2023, from $207M to $239M. Reported net income was $32M.

How have Capital District Physicians Health Plan Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Capital District Physicians Health Plan Inc.'s sponsor-wide assets grew 28.9%, from $207M to $267M.

Where does Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Smithbucklin Employee Retirement Plan in IL ($239M, 656 participants).

Next read for Capital District Physicians' Health Plan…

Scale reading

Ways to act on Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan's numbers.

By total assets, Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Capital District Physicians Health Plan Inc.'s sponsor-wide assets have grown 28.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 141641028.