401(k) · DOL Form 5500 · 2023

University Gastroenterology, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
84
Participants Small participant base
74th
Percentile by assets National rank
$258,803
Avg per participant Above avg balance/head
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Official DOL plan name: University Gastroenterology 401(k) Profit Sharing Plan · Sponsored by University Gastroenterology, LLC · Rhode Island · Professional & Technical Services

$22M in assets, 84 participants

University Gastroenterology, LLC's University Gastroenterology 401(k) Profit Sharing Plan reported $22M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,066 in Professional & Technical Services (20,321 peers)

2023 asset change

University Gastroenterology 401(k) Profit Sharing Plan grew at a solid clip 14.4% in 2023 ($19M → $22M) for 84 participants.

#15,066
in Professional & Technical Services (20,321 peers)
+14.4%
assets growth YoY

University Gastroenterology 401(k) Profit Sharing Plan's outsized position by total assets

University Gastroenterology 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,739,472 Top 26% higher than 74% 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

University Gastroenterology 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Gastroenterology 401(k) Profit Sharing Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Gastroenterology 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • University Gastroenterology 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • University Gastroenterology 401(k) Profit Sharing Plan reported participants fell from 91 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 273407187 · University Gastroenterology, LLC PY 2023 · 401(k)

University Gastroenterology 401(k) Profit Sharing Plan · $22M · 84 · 74th

  • PHOTO $22M
  • PHOTO 84
  • PHOTO 74th
  • PHOTO 401(k)
  • PHOTO near Apt Advanced Polymer Technology Corp. 401(k) Profit Sharing Plan
  • PHOTO ind #15066

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 Professional & Technical Services retirement plans → · Plans in Rhode Island →

University Gastroenterology 401(k) Profit Sharing Plan in the asset neighbourhood

University Gastroenterology 401(k) Profit Sharing PlanUniversity Gastroenterology …$22MApt Advanced Polymer Technology Corp. 401(k) Profit Sharing PlanApt Advanced Polymer Technol…$22MLife360, Inc. 401(k) Plan$22MSteel-Craft Corp. of Hartford Employees' 401(k) Profit-Sharing PlanSteel-Craft Corp. of Hartfor…$22MThe Get Richey If You May with Our 401(k) PlanThe Get Richey If You May wi…$22M
End-of-year total assets ($M) among University Gastroenterology 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

University Gastroenterology, LLC years around the 2023 move

Sponsor-wide plan assets over time

All University Gastroenterology, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $19M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 91 $19M
2023 1 84 $22M
2024 1 88 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN273407187
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

University Gastroenterology 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants University Gastroenterology 401(k) Profit Sharing Plan, Total assets ($B): 0.021739472 · Participants: 84University Gastroenterology 401(k) Profit Sharing PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
University Gastroenterology 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants

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

Outside Rhode Island, the nearest 401(k) by assets is Apt Advanced Polymer Technology Corp. 401(k) Profit Sharing Plan in PA ($22M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 University Gastroenterology 401(k) Profit Sharing Plan assets move in 2023?
University Gastroenterology 401(k) Profit Sharing Plan grew at a solid clip - up 14.4% during 2023, from $19M to $22M. Reported net income was $3M.
Which 401(k) plans are similar in size to University Gastroenterology 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Apt Advanced Polymer Technology Corp. 401(k) Profit Sharing Plan in PA ($22M, 465 participants).
Which 401(k) plans cover a similar participant headcount to University Gastroenterology 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants, N/A in assets).