401(k) · DOL Form 5500 · 2023

Westchester Spine & Brain Surgery 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$724,493
Avg per participant High balance/head
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Official DOL plan name: Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan · Sponsored by Westchester Spine & Brain Surgery · New York · Healthcare & Social Assistance

$2M in assets, 3 participants

Westchester Spine & Brain Surgery's Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,386 in Healthcare & Social Assistance (17,684 peers)

Westchester Spine & Brain Surgery multi-year trail

Westchester Spine & Brain Surgery's plans moved +43.8% in assets from 2022 to 2024; this filing shows Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan at $2M / 3 participants.

#5,386
in Healthcare & Social Assistance (17,684 peers)
+31.1%
assets growth YoY

Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan among the smaller filed plans by assets

Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,173,480 31st percentile higher than 31% 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

Westchester Spine & Brain Surgery 401(k) Profit Sharing 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. Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan reported net income rose from -$402K in the plan year 2022 filing to $515K in the plan year 2023 filing.
  • Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202664472 · Westchester Spine & Brain Surgery PY 2023 · 401(k)

Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan · $2M · 3 · 31st

  • PHOTO $2M
  • IND 3
  • EOY 31st
  • 5500 401(k)
  • ASSETS near St Moritz 401(k) Plan
  • PCT ind #5386

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 →

Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan in the asset neighbourhood

Westchester Spine & Brain Surgery 401(k) Profit Sharing PlanWestchester Spine & Brain Su…$2MSt Moritz 401(k) Plan$2MThe Ferraro Group Profit Sharing Plan and TrustThe Ferraro Group Profit Sha…$2MDoney Park Water Company Employee 401(k) PlanDoney Park Water Company Emp…$2MCan-USA, Inc. 401(k) Retirement PlanCan-USA, Inc. 401(k) Retirem…$2M
End-of-year total assets ($M) among Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Westchester Spine & Brain Surgery multi-year asset trail

Sponsor-wide plan assets over time

All Westchester Spine & Brain Surgery plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.83016956511252% vs 2022
2024 filing year
$1.5M$2M$2.5M 202220232024 $1.66M $2.39M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Westchester Spine & Brain Surgery filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$515K
Employer EIN202664472
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan, Total assets ($B): 0.00217348 · Participants: 3Westchester Spine & Brain Surgery 401(k) Profit Sharing 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
Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan side-by-side with 3 peers →

Westchester Spine & Brain Surgery 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 St Moritz 401(k) Plan in PA ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan assets move in 2023? ▼
Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan surged - up 31.1% during 2023, from $2M to $2M. Reported net income was $515K.
How have Westchester Spine & Brain Surgery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westchester Spine & Brain Surgery's sponsor-wide assets grew 43.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is St Moritz 401(k) Plan in PA ($2M, 1,958 participants).
Which 401(k) plans cover a similar participant headcount to Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 202664472.

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.