401(k) · DOL Form 5500 · 2023
Advanced Internal Medicine Group, P.C. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $137,935
- Avg per participant Near avg balance/head
Official DOL plan name: Advanced Internal Medicine Group, P.C. Profit Sharing Plan · Sponsored by Advanced Internal Medicine Group, P.C. · New York · Healthcare & Social Assistance
$4M in assets, 30 participants
Advanced Internal Medicine Group, P.C.'s Advanced Internal Medicine Group, P.C. Profit Sharing Plan reported $4M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,738 in Healthcare & Social Assistance (17,684 peers)
Advanced Internal Medicine Group, P.C. multi-year trail
Advanced Internal Medicine Group, P.C.'s plans moved +31.0% in assets from 2022 to 2024; this filing shows Advanced Internal Medicine Group, P.C. Profit Sharing Plan at $4M / 30 participants.
- #7,738
- in Healthcare & Social Assistance (17,684 peers)
- +18.6%
- assets growth YoY
Advanced Internal Medicine Group, P.C. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Advanced Internal Medicine Group, P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,138,045 41st percentile higher than 41% 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
Advanced Internal Medicine Group, P.C. 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. Advanced Internal Medicine Group, P.C. Profit Sharing Plan is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Advanced Internal Medicine Group, P.C. Profit Sharing Plan reported net income rose from -$573K in the plan year 2022 filing to $650K in the plan year 2023 filing.
- Advanced Internal Medicine Group, P.C. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 113633426 · Advanced Internal Medicine Group, P.C. PY 2023 · 401(k)
Advanced Internal Medicine Group, P.C. Profit Sharing Plan · $4M · 30 · 41st
- PHOTO $4M
- PHOTO 30
- PHOTO 41st
- PHOTO 401(k)
- PHOTO near Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan
- PHOTO ind #7738
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 →
Advanced Internal Medicine Group, P.C. Profit Sharing Plan in the asset neighbourhood
Advanced Internal Medicine Group, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Advanced Internal Medicine Group, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 30.998089969270925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $3M |
| 2023 | 1 | 30 | $4M |
| 2024 | 1 | 24 | $5M |
Advanced Internal Medicine Group, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $650K |
| Employer EIN | 113633426 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Advanced Internal Medicine Group, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan in CT ($4M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (30 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.