401(k) · DOL Form 5500 · 2023

Middletown Medical, P.C. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
545
Participants Below avg headcount
68th
Percentile by assets National rank
$29,175
Avg per participant Low balance/head
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Official DOL plan name: Middletown Medical, P.C. 401(k) Profit Sharing Plan · Sponsored by Middletown Medical, P.C. · New York · Healthcare & Social Assistance

$16M in assets, 545 participants

Middletown Medical, P.C.'s Middletown Medical, P.C. 401(k) Profit Sharing Plan reported $16M in total assets and 545 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,964 in Healthcare & Social Assistance (17,684 peers)

Middletown Medical, P.C. multi-year trail

Middletown Medical, P.C.'s plans moved +65.4% in assets from 2022 to 2024; this filing shows Middletown Medical, P.C. 401(k) Profit Sharing Plan at $16M / 545 participants.

#12,964
in Healthcare & Social Assistance (17,684 peers)
+35.4%
assets growth YoY

Middletown Medical, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Middletown Medical, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,900,282 Top 32% higher than 68% 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

Middletown Medical, P.C. 401(k) Profit Sharing 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. Middletown Medical, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (545 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Middletown Medical, P.C. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Middletown Medical, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Middletown Medical, P.C. 401(k) Profit Sharing Plan reported participants rose from 462 in the plan year 2022 filing to 545 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 061127657 · Middletown Medical, P.C. PY 2023 · 401(k)

Middletown Medical, P.C. 401(k) Profit Sharing Plan · $16M · 545 · 68th

  • EBSA $16M
  • PART 545
  • TYPE 68th
  • NET 401(k)
  • BOOK near Tomra Sorting, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #12964

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 →

Middletown Medical, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Middletown Medical, P.C. 401(k) Profit Sharing PlanMiddletown Medical, P.C. 401…$16MTomra Sorting, Inc. 401(k) Profit Sharing PlanTomra Sorting, Inc. 401(k) P…$16MKrekow Jennings, Inc. Retirement PlanKrekow Jennings, Inc. Retire…$16MMainthia Technologies, Inc. 401(k) PlanMainthia Technologies, Inc. …$16MNaik Consulting Group, P.C. 401(k) PlanNaik Consulting Group, P.C. …$16M
End-of-year total assets ($M) among Middletown Medical, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Middletown Medical, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Middletown Medical, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 65.4100542786586% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.7M $19.4M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 462 $12M
2023 1 545 $16M
2024 1 596 $19M

Middletown Medical, P.C. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN061127657
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Middletown Medical, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Middletown Medical, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.015900282 · Participants: 545Middletown Medical, P.C. 401(k) 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
Middletown Medical, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Middletown Medical, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Middletown Medical, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tomra Sorting, Inc. 401(k) Profit Sharing Plan in CA ($16M); by covered participants it is Ref-Chem Retirement Plan in TX (545 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (545 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 Middletown Medical, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Middletown Medical, P.C. 401(k) Profit Sharing Plan surged - up 35.4% during 2023, from $12M to $16M. Reported net income was $4M.
How have Middletown Medical, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Middletown Medical, P.C.'s sponsor-wide assets grew 65.4%, from $12M to $19M.
Which 401(k) plans are similar in size to Middletown Medical, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tomra Sorting, Inc. 401(k) Profit Sharing Plan in CA ($16M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Middletown Medical, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ref-Chem Retirement Plan in TX (545 participants, N/A 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 061127657.

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.