401(k) · DOL Form 5500 · 2023

Somerset Pediatric Group, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
183
Participants Below avg headcount
73rd
Percentile by assets National rank
$108,505
Avg per participant Below avg balance/head
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Official DOL plan name: Somerset Pediatric Group Profit Sharing Plan · Sponsored by Somerset Pediatric Group, LLC · New Jersey · Healthcare & Social Assistance

$20M in assets, 183 participants

Somerset Pediatric Group, LLC's Somerset Pediatric Group Profit Sharing Plan reported $20M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,598 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Somerset Pediatric Group Profit Sharing Plan covers 183 participants in New Jersey, about 22% of the average New Jersey filer (state average ~844 per filing). Assets: $20M.

#13,598
in Healthcare & Social Assistance (17,684 peers)
+10.9%
assets growth YoY

Somerset Pediatric Group Profit Sharing Plan's outsized position by total assets

Somerset Pediatric Group Profit Sharing Plan vs every filed plan by assets

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

$19,856,496 Top 27% higher than 73% 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

Somerset Pediatric Group 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. Somerset Pediatric Group Profit Sharing Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Somerset Pediatric Group Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Somerset Pediatric Group Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Somerset Pediatric Group Profit Sharing Plan reported participants rose from 168 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 221908643 · Somerset Pediatric Group, LLC PY 2023 · 401(k)

Somerset Pediatric Group Profit Sharing Plan · $20M · 183 · 73rd

  • PHOTO $20M
  • PHOTO 183
  • PHOTO 73rd
  • PHOTO 401(k)
  • PHOTO near Kimmel & Associates Savings Retirement Plan
  • PHOTO ind #13598

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 Jersey →

Somerset Pediatric Group Profit Sharing Plan in the asset neighbourhood

Somerset Pediatric Group Profit Sharing PlanSomerset Pediatric Group Pro…$20MKimmel & Associates Savings Retirement PlanKimmel & Associates Savings …$20MZte USA Inc. 401(k) Plan$20MMedallion Financial Corp. 401(k) Profit Sharing PlanMedallion Financial Corp. 40…$20MThe Kiemle Hankins Company Employee 's 401(k) PlanThe Kiemle Hankins Company E…$20M
End-of-year total assets ($M) among Somerset Pediatric Group Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN221908643
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Somerset Pediatric Group, LLC)

Sponsor-wide plan assets over time

All Somerset Pediatric Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 17.134527685368713% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $17.9M $21M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 168 $18M
2023 1 183 $20M
2024 1 198 $21M

Nearby 401(k) Plans in New Jersey

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

Somerset Pediatric Group Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Somerset Pediatric Group Profit Sharing Plan, Total assets ($B): 0.019856496 · Participants: 183Somerset Pediatric Group Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Somerset Pediatric Group Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Somerset Pediatric Group Profit Sharing Plan side-by-side with 3 peers →

Somerset Pediatric Group Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kimmel & Associates Savings Retirement Plan in NC ($20M); by covered participants it is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Somerset Pediatric Group Profit Sharing Plan assets move in 2023? ▼
Somerset Pediatric Group Profit Sharing Plan grew at a solid clip - up 10.9% during 2023, from $18M to $20M. Reported net income was $2M.
How have Somerset Pediatric Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Somerset Pediatric Group, LLC's sponsor-wide assets grew 17.1%, from $18M to $21M.
Which 401(k) plans are similar in size to Somerset Pediatric Group Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kimmel & Associates Savings Retirement Plan in NC ($20M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Somerset Pediatric Group Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants, $1M 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 221908643.

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.