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
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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

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

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.

See the national 2022→2023 release diff →

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

Northern Medical Group, PLLC Retirement Savings PlanNorthern Medical Group, PLLC…$20MArtisanal Brewing Ventures 401(k) PlanArtisanal Brewing Ventures 4…$20MAyres Group 401(k) Savings & Investment PlanAyres Group 401(k) Savings &…$20MMri Technologies, Inc. 401(k) PlanMri Technologies, Inc. 401(k…$20MGivens 401(k) Savings and Retirement PlanGivens 401(k) Savings and Re…$20M
End-of-year total assets ($M) among Northern Medical Group, PLLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN475030523
Plan Effective Date2016-03-15
Filing StatusFILING 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
$17M$18M$19M$20M 202220232024 $17.8M $17.9M ▲ +0.6%
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.

Northern Medical Group, PLLC Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Northern Medical Group, PLLC Retirement Savings Plan, Total assets ($B): 0.019710729 · Participants: 205Northern Medical Group, PLLC Retirement Savings 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
Northern Medical Group, PLLC Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Northern Medical Group, PLLC Retirement Savings Plan assets move in 2023?
Northern Medical Group, PLLC Retirement Savings Plan grew at a solid clip - up 10.6% during 2023, from $18M to $20M. Reported net income was $2M.
How have Northern Medical Group, PLLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Northern Medical Group, PLLC's sponsor-wide assets grew 0.6%, from $18M to $18M.
Which 401(k) plans are similar in size to Northern Medical Group, PLLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Artisanal Brewing Ventures 401(k) Plan in NC ($20M, 1,064 participants).
Which 401(k) plans cover a similar participant headcount to Northern Medical Group, PLLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants, $1M in assets).