401(k) · DOL Form 5500 · 2023

Shuman Physical Therapy Associates, PC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
209
Participants Below avg headcount
63rd
Percentile by assets National rank
$59,976
Avg per participant Low balance/head
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Official DOL plan name: Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan · Sponsored by Shuman Physical Therapy Associates, PC · New York · Healthcare & Social Assistance

$13M in assets, 209 participants

Shuman Physical Therapy Associates, PC's Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan reported $13M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,171 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan covers 209 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $13M.

#12,171
in Healthcare & Social Assistance (17,684 peers)
+26.4%
assets growth YoY

Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,534,934 Top 37% higher than 63% 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

Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan reported participants rose from 196 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161414257 · Shuman Physical Therapy Associates, PC PY 2023 · 401(k)

Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan · $13M · 209 · 63rd

  • EBSA $13M
  • EBSA 209
  • EBSA 63rd
  • EBSA 401(k)
  • EBSA near Well Care Home Health Care Retirement Savings Plan
  • EBSA ind #12171

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 →

Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan in the asset neighbourhood

Power Specialists Assoc., Inc. 401(k) Retirement PlanPower Specialists Assoc., In…$13MOllion 401(k) Plan$13MDynex 401(k) Plan$13MShuman Physical Therapy Assoc. 401(k) Profit Sharing PlanShuman Physical Therapy Asso…$13MWell Care Home Health Care Retirement Savings PlanWell Care Home Health Care R…$13M
End-of-year total assets ($M) among Shuman Physical Therapy Assoc. 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)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN161414257
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shuman Physical Therapy Associates, PC)

Sponsor-wide plan assets over time

All Shuman Physical Therapy Associates, PC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 51.68911204149991% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.92M $15.1M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 196 $10M
2023 1 209 $13M
2024 1 230 $15M

Nearby 401(k) Plans in New York

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

Shuman Physical Therapy Assoc. 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 ($B) Participants Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012534934 · Participants: 209Shuman Physical Therapy Assoc. 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
Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shuman Physical Therapy Assoc. 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 Well Care Home Health Care Retirement Savings Plan in NC ($13M); by covered participants it is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan grew sharply - up 26.4% during 2023, from $10M to $13M. Reported net income was $3M.
How have Shuman Physical Therapy Associates, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shuman Physical Therapy Associates, PC's sponsor-wide assets grew 51.7%, from $10M to $15M.
Which 401(k) plans are similar in size to Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Well Care Home Health Care Retirement Savings Plan in NC ($13M, 593 participants).
Which 401(k) plans cover a similar participant headcount to Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (209 participants, $5M 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 161414257.

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.