401(k) · DOL Form 5500 · 2023

Kumar Patel, Md, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
20
Participants Small participant base
24th
Percentile by assets National rank
$52,115
Avg per participant Low balance/head
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Official DOL plan name: Kumar Patel Md LLC 401(k) Profit Sharing Plan · Sponsored by Kumar Patel, Md, LLC · Pennsylvania · Healthcare & Social Assistance

$1M in assets, 20 participants

Kumar Patel, Md, LLC's Kumar Patel Md LLC 401(k) Profit Sharing Plan reported $1M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,524 in Healthcare & Social Assistance (17,684 peers)

Kumar Patel, Md, LLC multi-year trail

Kumar Patel, Md, LLC's plans moved +25.0% in assets from 2022 to 2024; this filing shows Kumar Patel Md LLC 401(k) Profit Sharing Plan at $1M / 20 participants.

#3,524
in Healthcare & Social Assistance (17,684 peers)
+14.4%
assets growth YoY

Kumar Patel Md LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Kumar Patel Md LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,042,290 24th percentile higher than 24% 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

Kumar Patel Md LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kumar Patel Md LLC 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kumar Patel Md LLC 401(k) Profit Sharing Plan reported net income rose from $38K in the plan year 2022 filing to $131K in the plan year 2023 filing.
  • Kumar Patel Md LLC 401(k) Profit Sharing Plan end-of-year assets rose from $911K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 273032509 · Kumar Patel, Md, LLC PY 2023 · 401(k)

Kumar Patel Md LLC 401(k) Profit Sharing Plan · $1M · 20 · 24th

  • EIN $1M
  • RANK 20
  • PHOTO 24th
  • IND 401(k)
  • EOY near K&k Thermoforming LLC Profit Sharing/401(k) Plan
  • 5500 ind #3524

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 Pennsylvania →

Kumar Patel Md LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Kumar Patel Md LLC 401(k) Profit Sharing PlanKumar Patel Md LLC 401(k) Pr…$1MK&k Thermoforming LLC Profit Sharing/401(k) PlanK&k Thermoforming LLC Profit…$1MMark D Kalish 401(k) Profit Sharing Plan & TrustMark D Kalish 401(k) Profit …$1MJdc, Inc. 401(k) Plan$1MStephens Floor Covering Co 401(k) Profit Sharing Plan & TrustStephens Floor Covering Co 4…$1M
End-of-year total assets ($M) among Kumar Patel Md LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kumar Patel, Md, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kumar Patel, Md, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.983732406034758% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.91M $1.14M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 20 $911K
2023 1 20 $1M
2024 1 13 $1M

Kumar Patel, Md, LLC filing trail (2023)

Total Assets (Beginning of Year)$911K
Net Assets (End of Year)$1M
Net Income$131K
Employer EIN273032509
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Kumar Patel Md LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Kumar Patel Md LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.00104229 · Participants: 20Kumar Patel Md LLC 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Kumar Patel Md LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Kumar Patel Md LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kumar Patel Md LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is K&k Thermoforming LLC Profit Sharing/401(k) Plan in MA ($1M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Kumar Patel Md LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Kumar Patel Md LLC 401(k) Profit Sharing Plan grew at a solid clip - up 14.4% during 2023, from $911K to $1M. Reported net income was $131K.
How have Kumar Patel, Md, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kumar Patel, Md, LLC's sponsor-wide assets grew 25.0%, from $911K to $1M.
Where does Kumar Patel Md LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kumar Patel Md LLC 401(k) Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kumar Patel Md LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is K&k Thermoforming LLC Profit Sharing/401(k) Plan in MA ($1M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Kumar Patel Md LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 273032509.

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.