401(k) · DOL Form 5500 · 2023

Premier Medical Alliance LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
80
Participants Small participant base
79th
Percentile by assets National rank
$359,885
Avg per participant High balance/head
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Official DOL plan name: Premier Medical Alliance, LLC Retirement Trust · Sponsored by Premier Medical Alliance LLC · New Jersey · Healthcare & Social Assistance

$29M in assets, 80 participants

Premier Medical Alliance LLC's Premier Medical Alliance, LLC Retirement Trust reported $29M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,482 in Healthcare & Social Assistance (17,684 peers)

Where Premier Medical Alliance, LLC Retirement Trust sits by assets

Premier Medical Alliance, LLC Retirement Trust sits in the top quartile of all filed plans by assets, $29M for 80 participants (~$359,885/participant), up 23.2% in 2023.

#14,482
in Healthcare & Social Assistance (17,684 peers)
+23.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Premier Medical Alliance, LLC Retirement Trust's outsized position by total assets

Premier Medical Alliance, LLC Retirement Trust vs every filed plan by assets

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

$28,790,837 Top 21% higher than 79% 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

Premier Medical Alliance, LLC Retirement Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Premier Medical Alliance, LLC Retirement Trust is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Premier Medical Alliance, LLC Retirement Trust reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Premier Medical Alliance, LLC Retirement Trust end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Premier Medical Alliance, LLC Retirement Trust reported participants rose from 69 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 462656846 · Premier Medical Alliance LLC PY 2023 · 401(k)

Premier Medical Alliance, LLC Retirement Trust · $29M · 80 · 79th

  • 5500 $29M
  • 5500 80
  • 5500 79th
  • 5500 401(k)
  • 5500 near The Myers-Briggs Company 401(k) Retirement Savings Plan
  • 5500 ind #14482

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 Jersey →

Premier Medical Alliance, LLC Retirement Trust in the asset neighbourhood

Premier Medical Alliance, LLC Retirement TrustPremier Medical Alliance, LL…$29MThe Myers-Briggs Company 401(k) Retirement Savings PlanThe Myers-Briggs Company 401…$29MPubmatic, Inc. Retirement TrustPubmatic, Inc. Retirement Tr…$29MOhio Capital Corporation for Housing 401(k) PlanOhio Capital Corporation for…$29MTwin Cities Public Television 401(k) PlanTwin Cities Public Televisio…$29M
End-of-year total assets ($M) among Premier Medical Alliance, LLC Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN462656846
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Premier Medical Alliance LLC)

Sponsor-wide plan assets over time

All Premier Medical Alliance LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 23.38043428359995% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.4M $28.8M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 69 $23M
2023 1 80 $29M
2024 1 80 $29M

Nearby 401(k) Plans in New Jersey

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

Premier Medical Alliance, LLC Retirement Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Premier Medical Alliance, LLC Retirement Trust, Total assets ($B): 0.028790837 · Participants: 80Premier Medical Alliance, LLC Retirement TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Premier Medical Alliance, LLC Retirement Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants

Premier Medical Alliance, LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The Myers-Briggs Company 401(k) Retirement Savings Plan in CA ($29M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Premier Medical Alliance, LLC Retirement Trust assets move in 2023?
Premier Medical Alliance, LLC Retirement Trust grew sharply - up 23.2% during 2023, from $23M to $29M. Reported net income was $5M.
How have Premier Medical Alliance LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Premier Medical Alliance LLC's sponsor-wide assets grew 23.4%, from $23M to $29M.
Where does Premier Medical Alliance, LLC Retirement Trust rank by assets among Form 5500 filers?
Premier Medical Alliance, LLC Retirement Trust ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Premier Medical Alliance, LLC Retirement Trust?
Among 401(k) plans in other states, the closest by assets is The Myers-Briggs Company 401(k) Retirement Savings Plan in CA ($29M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Premier Medical Alliance, LLC Retirement Trust?
Among 401(k) plans in other states, the closest by covered participants is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants, N/A in assets).