401(k) · DOL Form 5500 · 2023

Alvin Katz, M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
44th
Percentile by assets National rank
$992,581
Avg per participant High balance/head
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Official DOL plan name: Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan · Sponsored by Alvin Katz, M.D., P.C. · New York · Healthcare & Social Assistance

$5M in assets, 5 participants

Alvin Katz, M.D., P.C.'s Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan reported $5M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,511 in Healthcare & Social Assistance (17,684 peers)

Alvin Katz, M.D., P.C. multi-year trail

Alvin Katz, M.D., P.C.'s plans moved +17.5% in assets from 2022 to 2024; this filing shows Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan at $5M / 5 participants.

#8,511
in Healthcare & Social Assistance (17,684 peers)
+10.7%
assets growth YoY

Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan vs every filed plan by assets

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

$4,962,907 44th percentile higher than 44% 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

Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan reported net income rose from -$736K in the plan year 2022 filing to $478K in the plan year 2023 filing.
  • Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132679387 · Alvin Katz, M.D., P.C. PY 2023 · 401(k)

Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan · $5M · 5 · 44th

  • BOOK $5M
  • VS-ST 5
  • BOY 44th
  • SCH 401(k)
  • EBSA near The Data Entry Company 401(k) Plan
  • PART ind #8511

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 →

Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan in the asset neighbourhood

Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing PlanAlvin Katz, M.D., P.C. Retir…$5MThe Data Entry Company 401(k) PlanThe Data Entry Company 401(k…$5M4d Security Solutions, Inc. Incentive Savings Trust4d Security Solutions, Inc. …$5MKey Foundry, Inc. 401(k) Plan$5MGemini Legal Support, Inc. 401(k) Profit Sharing PlanGemini Legal Support, Inc. 4…$5M
End-of-year total assets ($M) among Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alvin Katz, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Alvin Katz, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.54022089439621% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.48M $5.27M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 5 $5M
2024 1 5 $5M

Alvin Katz, M.D., P.C. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$478K
Employer EIN132679387
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan, Total assets ($B): 0.004962907 · Participants: 5Alvin Katz, M.D., P.C. Retirement Trust 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
Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan side-by-side with 3 peers →

Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Data Entry Company 401(k) Plan in MD ($5M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan assets move in 2023? ▼
Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan grew at a solid clip - up 10.7% during 2023, from $4M to $5M. Reported net income was $478K.
How have Alvin Katz, M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alvin Katz, M.D., P.C.'s sponsor-wide assets grew 17.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Data Entry Company 401(k) Plan in MD ($5M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Alvin Katz, M.D., P.C. Retirement Trust Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 132679387.

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.