401(k) · DOL Form 5500 · 2023

Tri-State Gastroenterology Associates, Psc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
99
Participants Small participant base
66th
Percentile by assets National rank
$142,836
Avg per participant Near avg balance/head
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Official DOL plan name: Tri-State Gastroenterology Associates, P.S.C.401(k) Plan · Sponsored by Tri-State Gastroenterology Associates, Psc · Kentucky · Healthcare & Social Assistance

$14M in assets, 99 participants

Tri-State Gastroenterology Associates, Psc's Tri-State Gastroenterology Associates, P.S.C.401(k) Plan reported $14M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,575 in Healthcare & Social Assistance (17,684 peers)

Tri-State Gastroenterology Associates, Psc multi-year trail

Tri-State Gastroenterology Associates, Psc's plans moved +32.9% in assets from 2022 to 2024; this filing shows Tri-State Gastroenterology Associates, P.S.C.401(k) Plan at $14M / 99 participants.

#12,575
in Healthcare & Social Assistance (17,684 peers)
+16.9%
assets growth YoY

Tri-State Gastroenterology Associates, P.S.C.401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tri-State Gastroenterology Associates, P.S.C.401(k) Plan vs every filed plan by assets

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

$14,140,751 Top 34% higher than 66% 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

Tri-State Gastroenterology Associates, P.S.C.401(k) 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. Tri-State Gastroenterology Associates, P.S.C.401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri-State Gastroenterology Associates, P.S.C.401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tri-State Gastroenterology Associates, P.S.C.401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Tri-State Gastroenterology Associates, P.S.C.401(k) Plan reported participants fell from 101 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611192347 · Tri-State Gastroenterology Associates, Psc PY 2023 · 401(k)

Tri-State Gastroenterology Associates, P.S.C.401(k) Plan · $14M · 99 · 66th

  • TYPE $14M
  • TYPE 99
  • TYPE 66th
  • TYPE 401(k)
  • TYPE near Great Lakes Employer Services, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #12575

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 Kentucky →

Tri-State Gastroenterology Associates, P.S.C.401(k) Plan in the asset neighbourhood

Tri-State Gastroenterology Associates, P.S.C.401(k) PlanTri-State Gastroenterology A…$14MGreat Lakes Employer Services, Inc. 401(k) Profit Sharing PlanGreat Lakes Employer Service…$14MBonadent, LLC Employees' Profit Sharing Plan and TrustBonadent, LLC Employees' Pro…$14MGeneral Assembly 401(k) Plan$14MNew Directions Youth and Family Services 401(k) Profit Sharing Plan & TrustNew Directions Youth and Fam…$14M
End-of-year total assets ($M) among Tri-State Gastroenterology Associates, P.S.C.401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tri-State Gastroenterology Associates, Psc multi-year asset trail

Sponsor-wide plan assets over time

All Tri-State Gastroenterology Associates, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$16M 32.87574998431008% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.1M $16.1M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 101 $12M
2023 1 99 $14M
2024 1 108 $16M

Tri-State Gastroenterology Associates, Psc filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN611192347
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Tri-State Gastroenterology Associates, P.S.C.401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Tri-State Gastroenterology Associates, P.S.C.401(k) Plan, Total assets ($B): 0.014140751 · Participants: 99Tri-State Gastroenterology Associates, P.S.C.401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Tri-State Gastroenterology Associates, P.S.C.401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Tri-State Gastroenterology Associates, P.S.C.401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Great Lakes Employer Services, Inc. 401(k) Profit Sharing Plan in MI ($14M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Tri-State Gastroenterology Associates, P.S.C.401(k) Plan assets move in 2023?
Tri-State Gastroenterology Associates, P.S.C.401(k) Plan grew sharply - up 16.9% during 2023, from $12M to $14M. Reported net income was $2M.
How have Tri-State Gastroenterology Associates, Psc plan assets changed over time?
Across 3 plan years on file (2022-2024), Tri-State Gastroenterology Associates, Psc's sponsor-wide assets grew 32.9%, from $12M to $16M.
Which 401(k) plans are similar in size to Tri-State Gastroenterology Associates, P.S.C.401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Great Lakes Employer Services, Inc. 401(k) Profit Sharing Plan in MI ($14M, 389 participants).
Which 401(k) plans cover a similar participant headcount to Tri-State Gastroenterology Associates, P.S.C.401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants, N/A in assets).