401(k) · DOL Form 5500 · 2023

Upstate Community Medical, PC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
119
Participants Small participant base
62nd
Percentile by assets National rank
$96,646
Avg per participant Below avg balance/head
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Official DOL plan name: Upstate Community Medical, PC 401(k) Plan · Sponsored by Upstate Community Medical, PC · New York · Healthcare & Social Assistance

$12M in assets, 119 participants

Upstate Community Medical, PC's Upstate Community Medical, PC 401(k) Plan reported $12M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,859 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Upstate Community Medical, PC 401(k) Plan covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $12M.

#11,859
in Healthcare & Social Assistance (17,684 peers)
+28.2%
assets growth YoY

Upstate Community Medical, PC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Upstate Community Medical, PC 401(k) Plan vs every filed plan by assets

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

$11,500,819 Top 38% higher than 62% 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

Upstate Community Medical, PC 401(k) 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. Upstate Community Medical, PC 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upstate Community Medical, PC 401(k) Plan reported net income rose from -$810K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Upstate Community Medical, PC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Upstate Community Medical, PC 401(k) Plan reported participants fell from 124 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203889761 · Upstate Community Medical, PC PY 2023 · 401(k)

Upstate Community Medical, PC 401(k) Plan · $12M · 119 · 62nd

  • TYPE $12M
  • TYPE 119
  • TYPE 62nd
  • TYPE 401(k)
  • TYPE near Lester Glenn Auto Group 401(k) Plan
  • TYPE ind #11859

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 →

Upstate Community Medical, PC 401(k) Plan in the asset neighbourhood

Upstate Community Medical, PC 401(k) PlanUpstate Community Medical, P…$12MLester Glenn Auto Group 401(k) PlanLester Glenn Auto Group 401(…$12MValley Feed Mill Inc Profit Sharing PlanValley Feed Mill Inc Profit …$12MRadiation Oncology Associates, P.C. 401(k) Profit Sharing PlanRadiation Oncology Associate…$12MAetos Systems, Inc. Exempt 401(k) PlanAetos Systems, Inc. Exempt 4…$12M
End-of-year total assets ($M) among Upstate Community Medical, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN203889761
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upstate Community Medical, PC)

Sponsor-wide plan assets over time

All Upstate Community Medical, PC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 57.52839086994157% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.97M $14.1M ▲ +57.5%
Year Plans Participants Total Assets
2022 1 124 $9M
2023 1 119 $12M
2024 1 126 $14M

Nearby 401(k) Plans in New York

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

Upstate Community Medical, PC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Upstate Community Medical, PC 401(k) Plan, Total assets ($B): 0.011500819 · Participants: 119Upstate Community Medical, PC 401(k) 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
Upstate Community Medical, PC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Upstate Community Medical, PC 401(k) Plan side-by-side with 3 peers →

Upstate Community Medical, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lester Glenn Auto Group 401(k) Plan in NJ ($12M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Upstate Community Medical, PC 401(k) Plan assets move in 2023? ▼
Upstate Community Medical, PC 401(k) Plan grew sharply - up 28.2% during 2023, from $9M to $12M. Reported net income was $3M.
How have Upstate Community Medical, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upstate Community Medical, PC's sponsor-wide assets grew 57.5%, from $9M to $14M.
Which 401(k) plans are similar in size to Upstate Community Medical, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lester Glenn Auto Group 401(k) Plan in NJ ($12M, 298 participants).
Which 401(k) plans cover a similar participant headcount to Upstate Community Medical, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 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 203889761.

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.