401(k) · DOL Form 5500 · 2023
Northern Medical Group, PLLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 205
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $96,150
- Avg per participant Below avg balance/head
Official DOL plan name: Northern Medical Group, PLLC Retirement Savings Plan · Sponsored by Northern Medical Group, PLLC · New York · Healthcare & Social Assistance
$20M in assets, 205 participants
Northern Medical Group, PLLC's Northern Medical Group, PLLC Retirement Savings Plan reported $20M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #13,582 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Northern Medical Group, PLLC Retirement Savings Plan covers 205 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $20M.
- #13,582
- in Healthcare & Social Assistance (17,684 peers)
- +10.6%
- assets growth YoY
Northern Medical Group, PLLC Retirement Savings Plan's outsized position by total assets
Northern Medical Group, PLLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,710,729 Top 28% higher than 72% 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
Northern Medical Group, PLLC Retirement Savings 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. Northern Medical Group, PLLC Retirement Savings Plan sits mid-pack in the medium band (205 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northern Medical Group, PLLC Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Northern Medical Group, PLLC Retirement Savings Plan reported participants rose from 142 in the plan year 2022 filing to 205 in the plan year 2023 filing.
- Northern Medical Group, PLLC Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 475030523 · Northern Medical Group, PLLC PY 2023 · 401(k)
Northern Medical Group, PLLC Retirement Savings Plan · $20M · 205 · 72nd
- TYPE $20M
- NET 205
- BOOK 72nd
- VS-ST 401(k)
- BOY near Artisanal Brewing Ventures 401(k) Plan
- SCH ind #13582
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 →
Northern Medical Group, PLLC Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 475030523 |
| Plan Effective Date | 2016-03-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern Medical Group, PLLC)
Sponsor-wide plan assets over time
All Northern Medical Group, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 0.5960126245458756% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $18M |
| 2023 | 1 | 205 | $20M |
| 2024 | 1 | 187 | $18M |
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
Northern Medical Group, PLLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Artisanal Brewing Ventures 401(k) Plan in NC ($20M); by covered participants it is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Artisanal Brewing Ventures 401(k) Plan (NC) $20M · 1,064
- Ayres Group 401(k) Savings & Investment Plan (CA) $20M · 774
- Mri Technologies, Inc. 401(k) Plan (TX) $20M · 138
- Givens 401(k) Savings and Retirement Plan (VA) $20M · 188
Similar participant headcount
Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.
- Healthstar Physicians 401(k) & Profit Sharing Plan (AR) 205 · 0 off
- Dan Williams Company 401(k) Plan (TX) 205 · 0 off
- Lafrance Corp Cash or Deferred Profit Sharing Plan (PA) 205 · 0 off
- Nappi Distributors, Inc. 401(k) Plan (ME) 205 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.