401(k) · DOL Form 5500 · 2023

Ivyrehab Pt, Ot & Speech PLLC 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
4,222
Participants Above avg headcount
90th
Percentile by assets National rank
$19,781
Avg per participant Low balance/head
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Official DOL plan name: Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan · Sponsored by Ivyrehab Pt, Ot & Speech PLLC · New York · Finance & Insurance

$84M in assets, 4,222 participants

Ivyrehab Pt, Ot & Speech PLLC's Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan reported $84M in total assets and 4,222 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,510 in Finance & Insurance (8,869 peers)

Coverage in New York

Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan covers 4,222 participants in New York, 5.3x the typical New York plan (state average ~798 per filing). Assets: $84M.

#7,510
in Finance & Insurance (8,869 peers)
+40.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan's outsized position by total assets

Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$83,517,343 Top 10% higher than 90% 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

Ivyrehab Physical Therapy PLLC 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. Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan lands in the large band (4,222 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan reported net income rose from -$389K in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan end-of-year assets rose from $59M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan reported participants rose from 3,176 in the plan year 2022 filing to 4,222 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 800071212 · Ivyrehab Pt, Ot & Speech PLLC PY 2023 · 401(k)

Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan · $84M · 4,222 · 90th

  • EBSA $84M
  • PART 4,222
  • TYPE 90th
  • NET 401(k)
  • BOOK near Campbell Companies 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #7510

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 →

Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan in the asset neighbourhood

Jewelers Mutual Insurance Company Savings PlusJewelers Mutual Insurance Co…$84MDiamond Hill Investment Group 401(k) Plan and TrustDiamond Hill Investment Grou…$84MIvyrehab Physical Therapy PLLC 401(k) Profit Sharing PlanIvyrehab Physical Therapy PL…$84MCampbell Companies 401(k) Profit Sharing Plan and TrustCampbell Companies 401(k) Pr…$84MSonifi Solutions, Inc. 401(k) PlanSonifi Solutions, Inc. 401(k…$84M
End-of-year total assets ($M) among Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$84M
Net Income$24M
Employer EIN800071212
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ivyrehab Pt, Ot & Speech PLLC)

Sponsor-wide plan assets over time

All Ivyrehab Pt, Ot & Speech PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$111M 86.7153073984821% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $59.3M $111M ▲ +86.7%
Year Plans Participants Total Assets
2022 1 3,176 $59M
2023 1 4,222 $84M
2024 1 5,456 $111M

Nearby 401(k) Plans in New York

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

Ivyrehab Physical Therapy PLLC 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 ($B) Participants Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan, Total assets ($B): 0.083517343 · Participants: 4222Ivyrehab Physical Therapy PLLC 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
Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ivyrehab Physical Therapy PLLC 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 Campbell Companies 401(k) Profit Sharing Plan and Trust in UT ($84M); by covered participants it is Fleetpride Inc. Retirement & Savings Plan in TX (4,220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,222 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 Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan surged - up 40.9% during 2023, from $59M to $84M. Reported net income was $24M.
How have Ivyrehab Pt, Ot & Speech PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivyrehab Pt, Ot & Speech PLLC's sponsor-wide assets grew 86.7%, from $59M to $111M.
Where does Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campbell Companies 401(k) Profit Sharing Plan and Trust in UT ($84M, 544 participants).
Which 401(k) plans cover a similar participant headcount to Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fleetpride Inc. Retirement & Savings Plan in TX (4,220 participants, $163M 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 800071212.

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.