401(k) · DOL Form 5500 · 2023

Highland Medical PC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
199
Participants Below avg headcount
75th
Percentile by assets National rank
$112,464
Avg per participant Below avg balance/head
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Official DOL plan name: Highland Medical PC Retirement Savings Plan · Sponsored by Highland Medical PC · New York · Healthcare & Social Assistance

$22M in assets, 199 participants

Highland Medical PC's Highland Medical PC Retirement Savings Plan reported $22M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,907 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Highland Medical PC Retirement Savings Plan covers 199 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $22M.

#13,907
in Healthcare & Social Assistance (17,684 peers)
+20.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Highland Medical PC Retirement Savings Plan's outsized position by total assets

Highland Medical PC Retirement Savings Plan vs every filed plan by assets

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

$22,380,305 Top 25% higher than 75% 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

Highland Medical PC Retirement Savings 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. Highland Medical PC Retirement Savings Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Highland Medical PC Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Highland Medical PC Retirement Savings Plan reported participants fell from 258 in the plan year 2022 filing to 199 in the plan year 2023 filing.
  • Highland Medical PC Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 134034481 · Highland Medical PC PY 2023 · 401(k)

Highland Medical PC Retirement Savings Plan · $22M · 199 · 75th

  • NET $22M
  • NET 199
  • NET 75th
  • NET 401(k)
  • NET near Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust
  • NET ind #13907

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 →

Highland Medical PC Retirement Savings Plan in the asset neighbourhood

Highland Medical PC Retirement Savings PlanHighland Medical PC Retireme…$22MOwn, Inc. 401(k) & Employee Stock Ownership Plan and TrustOwn, Inc. 401(k) & Employee …$22MSchrader Bridgeport International, Inc. 401(k) PlanSchrader Bridgeport Internat…$22MQuad Knopf, Inc. 401(k) Savings PlanQuad Knopf, Inc. 401(k) Savi…$22MInvestors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings PlanInvestors Management Trust R…$22M
End-of-year total assets ($M) among Highland Medical PC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN134034481
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Highland Medical PC)

Sponsor-wide plan assets over time

All Highland Medical PC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 40.935012303731625% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.5M $26.1M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 258 $19M
2023 1 199 $22M
2024 1 207 $26M

Nearby 401(k) Plans in New York

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

Highland Medical PC Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Highland Medical PC Retirement Savings Plan, Total assets ($B): 0.022380305 · Participants: 199Highland Medical PC Retirement Savings 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
Highland Medical PC Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Highland Medical PC Retirement Savings Plan side-by-side with 3 peers →

Highland Medical PC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust in MO ($22M); by covered participants it is Una's Nonprofit Retirement Solution in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Highland Medical PC Retirement Savings Plan assets move in 2023? ▼
Highland Medical PC Retirement Savings Plan grew sharply - up 20.9% during 2023, from $19M to $22M. Reported net income was $4M.
How have Highland Medical PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Highland Medical PC's sponsor-wide assets grew 40.9%, from $19M to $26M.
Where does Highland Medical PC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Highland Medical PC Retirement Savings Plan ranks in the 75th 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 Highland Medical PC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust in MO ($22M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Highland Medical PC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Una's Nonprofit Retirement Solution in UT (199 participants, $987K 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 134034481.

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.