401(k) · DOL Form 5500 · 2023
Premier Medical Group of the Hudson Valley, PC 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 163
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $162,197
- Avg per participant Above avg balance/head
Official DOL plan name: Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust · Sponsored by Premier Medical Group of the Hudson Valley, PC · New York · Healthcare & Social Assistance
$26M in assets, 163 participants
Premier Medical Group of the Hudson Valley, PC's Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust reported $26M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #14,305 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust covers 163 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $26M.
- #14,305
- in Healthcare & Social Assistance (17,684 peers)
- +28.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,438,184 Top 23% higher than 77% 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
Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust 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. Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust reported participants rose from 143 in the plan year 2022 filing to 163 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 141536357 · Premier Medical Group of the Hudson Valley, PC PY 2023 · 401(k)
Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust · $26M · 163 · 77th
- 5500 $26M
- 5500 163
- 5500 77th
- 5500 401(k)
- 5500 near Aireco Supply 401(k) Profit Sharing Plan
- 5500 ind #14305
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 →
Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $6M |
| Employer EIN | 141536357 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Premier Medical Group of the Hudson Valley, PC)
Sponsor-wide plan assets over time
All Premier Medical Group of the Hudson Valley, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 161.82276005334148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 242 | $39M |
| 2023 | 3 | 356 | $63M |
| 2024 | 4 | 471 | $101M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Premier Medical Group of the Hudson Valley, PC 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 Aireco Supply 401(k) Profit Sharing Plan in MD ($26M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (163 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.