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
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
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.
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, 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
| 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 EIN | 273407187 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $27.6B · 265,760
- Textron Savings Plan $5.7B · 26,580
- Cfg Retirement Savings Plan $2.9B · 19,047
- Unfi 401(k) Plan $2.7B · 25,475
- Fm Global 401(k) Savings Plan $1.7B · 4,295
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
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.