401(k) · DOL Form 5500 · 2023
Capital District Physicians Health Plan Inc. 401(k) Plan
Data updated 2026-08-25
- $239M
- Total assets Near avg plan size
- 1,278
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $187,312
- Avg per participant Above avg balance/head
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.
- #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.
- #8,207
- in Finance & Insurance (8,869 peers)
- +15.5%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$239,384,731 Top 5% higher than 95% 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
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan lands in the large band (1,278 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Published 5500 schedule card
Filing strip 141641028 · Capital District Physicians Health Plan Inc. PY 2023 · 401(k)
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan · $239M · 1,278 · 95th
- PART $239M
- TYPE 1,278
- NET 95th
- BOOK 401(k)
- VS-ST near Smithbucklin Employee Retirement Plan
- BOY ind #8207
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 Finance & Insurance retirement plans → · Plans in New York →
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Capital District Physicians Health Plan Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $267M 28.87996409068708% vs 2022
- 2024 filing year
| 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.
- 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
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Smithbucklin Employee Retirement Plan in IL ($239M); by covered participants it is Novavax, Inc. 401(k) Profit Sharing Plan in MD (1,278 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($239M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,278 participants); asset peers above are excluded.
- Novavax, Inc. 401(k) Profit Sharing Plan (MD) 1,278 · 0 off
- Tfc, Inc. 401(k) Plan (ND) 1,278 · 0 off
- Ppl Retirement Savings Plan (PA) 1,278 · 0 off
- Commercial Holdings, LLC 401(k) Plan (WV) 1,278 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.