401(k) · DOL Form 5500 · 2023

Essen Medical Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
1,137
Participants Near avg headcount
68th
Percentile by assets National rank
$13,811
Avg per participant Low balance/head
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Official DOL plan name: Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust · Sponsored by Essen Medical Associates, P.C. · New York · Healthcare & Social Assistance

$16M in assets, 1,137 participants

Essen Medical Associates, P.C.'s Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust reported $16M in total assets and 1,137 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.

  • #12,926 in Healthcare & Social Assistance (17,684 peers)

Essen Medical Associates, P.C. multi-year trail

Essen Medical Associates, P.C.'s plans moved +81.3% in assets from 2022 to 2024; this filing shows Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust at $16M / 1,137 participants.

#12,926
in Healthcare & Social Assistance (17,684 peers)
+32.5%
assets growth YoY

Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$15,703,002 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

Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust lands in the large band (1,137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust reported net income rose from -$170K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust reported participants fell from 1,189 in the plan year 2022 filing to 1,137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 582501863 · Essen Medical Associates, P.C. PY 2023 · 401(k)

Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust · $16M · 1,137 · 68th

  • BOOK $16M
  • VS-ST 1,137
  • BOY 68th
  • SCH 401(k)
  • EBSA near Millennium Physicians Association, PLLC 401(k) Plan
  • PART ind #12926

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 →

Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & TrustEssen Medical Associates, P.…$16MMillennium Physicians Association, PLLC 401(k) PlanMillennium Physicians Associ…$16MAgape Care Group Savings TrustAgape Care Group Savings Tru…$16MSunrise Shoprite, Inc. Employees' Retirement PlanSunrise Shoprite, Inc. Emplo…$16MThe Denver Center for the Performing Arts 401(k) PlanThe Denver Center for the Pe…$16M
End-of-year total assets ($M) among Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Essen Medical Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$21M 81.31661526660031% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.9M $21.5M ▲ +81.4%
Year Plans Participants Total Assets
2022 1 1,189 $12M
2023 1 1,137 $16M
2024 1 1,248 $21M

Essen Medical Associates, P.C. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN582501863
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.015703002 · Participants: 1137Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & TrustIBM 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
Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Millennium Physicians Association, PLLC 401(k) Plan in TX ($16M); by covered participants it is Riverview 401(k) Plan in MN (1,137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,137 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 Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust surged - up 32.5% during 2023, from $12M to $16M. Reported net income was $4M.
How have Essen Medical Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essen Medical Associates, P.C.'s sponsor-wide assets grew 81.3%, from $12M to $21M.
Which 401(k) plans are similar in size to Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Millennium Physicians Association, PLLC 401(k) Plan in TX ($16M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Essen Medical Associates, P.C. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Riverview 401(k) Plan in MN (1,137 participants, $45M 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 582501863.

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.