401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$84M
Total assets: 4,222
Participants: 90th
Percentile by assets: $19,781
Avg per participant

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.

90th percentile by assets (of 127,072 plans)
#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.

$84M
total plan assets (2023 EOY): 4,222
covered participants: 90th
percentile by assets (of 127,072 plans): $19,781
avg assets per participant

Where Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan sits 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

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 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 →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan reports 4,222 participants - 5.3x that state average ($84M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$59M
Net Assets (End of Year)	$84M
Net Income	$24M
Employer EIN	800071212
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Ivyrehab Pt, Ot & Speech PLLC plans on file

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

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

Compare Ivyrehab Physical Therapy PLLC 401(k) Pr… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan by total assets, not by location.

Campbell Companies 401(k) Profit Sharing Plan and Trust (UT) $84M · 544
Sonifi Solutions, Inc. 401(k) Plan (SD) $84M · 605
Diamond Hill Investment Group 401(k) Plan and Trust (OH) $84M · 150
Jewelers Mutual Insurance Company Savings Plus (WI) $84M · 446

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).

Next read for Ivyrehab Physical Therapy PLLC 401(k) Pr…

Filing takeaways

Ways to act on Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan's numbers.

By total assets, Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Ivyrehab Pt, Ot & Speech PLLC's sponsor-wide assets have grown 86.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.