401(k) · DOL Form 5500 · 2023

Zhang Medical P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 165
Participants Small participant base: 36th
Percentile by assets National rank: $19,121
Avg per participant Low balance/head

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Official DOL plan name: Zhang Medical P.C. Profit Sharing Plan · Sponsored by Zhang Medical P.C. · New York · Healthcare & Social Assistance

$3M in assets, 165 participants

Zhang Medical P.C.'s Zhang Medical P.C. Profit Sharing Plan reported $3M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

#6,646 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Zhang Medical P.C. Profit Sharing Plan covers 165 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $3M.

#6,646
in Healthcare & Social Assistance (17,684 peers): +4.1%
assets growth YoY

Zhang Medical P.C. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Zhang Medical P.C. Profit Sharing Plan vs every filed plan by assets

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

$3,154,987 36th percentile higher than 36% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Zhang Medical P.C. 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. Zhang Medical P.C. Profit Sharing Plan sits mid-pack in the medium band (165 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Zhang Medical P.C. Profit Sharing Plan reported participants fell from 190 in the plan year 2022 filing to 165 in the plan year 2023 filing.
Zhang Medical P.C. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 134199700 · Zhang Medical P.C. PY 2023 · 401(k)

Zhang Medical P.C. Profit Sharing Plan · $3M · 165 · 36th

VS-ST $3M
BOY 165
SCH 36th
EBSA 401(k)
PART near Tm Enterprises 401(k) Plan
TYPE ind #6646

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 →

End-of-year total assets ($M) among Zhang Medical P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$124K
Employer EIN	134199700
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Zhang Medical P.C.)

Latest sponsor-wide plan assets: $4M 25.086906772015805% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	190	$3M
2023	1	165	$3M
2024	1	168	$4M

Nearby 401(k) Plans in New York

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

Zhang Medical P.C. Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Zhang Medical P.C. Profit Sharing Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Tm Enterprises 401(k) Plan in AZ ($3M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Tm Enterprises 401(k) Plan (AZ) $3M · 526
California Sierra Express, Inc. 401(k) Profit Sharing Plan (NV) $3M · 191
Innovative Consultants, Incorporated 401(k) Plan (CA) $3M · 6
Cnps Retirement Savings Plan (CA) $3M · 52

Similar participant headcount

Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.

Fruitsmart 401(k) Plan (WA) 165 · 0 off
Forma Therapeutics, Inc. 401(k) Plan (MA) 165 · 0 off
Payspan Inc. 401(k) Plan and Trust (FL) 165 · 0 off
B+T Group Holdings Retirement Savings Plan (OK) 165 · 0 off

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 Zhang Medical P.C. Profit Sharing Plan assets move in 2023? ▼

Zhang Medical P.C. Profit Sharing Plan edged up modestly - up 4.1% during 2023, from $3M to $3M. Reported net income was $124K.

How have Zhang Medical P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Zhang Medical P.C.'s sponsor-wide assets grew 25.1%, from $3M to $4M.

Which 401(k) plans are similar in size to Zhang Medical P.C. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tm Enterprises 401(k) Plan in AZ ($3M, 526 participants).

Which 401(k) plans cover a similar participant headcount to Zhang Medical P.C. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 134199700.