Profit Sharing · DOL Form 5500 · 2023

Raymond Matta M.D. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$425,629
Avg per participant High balance/head
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Official DOL plan name: Raymond Matta Pension Plan · Sponsored by Raymond Matta M.D. · New York · Healthcare & Social Assistance

$2M in assets, 4 participants

Raymond Matta M.D.'s Raymond Matta Pension Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,669 in Healthcare & Social Assistance (17,684 peers)

Raymond Matta M.D. multi-year trail

Raymond Matta M.D.'s plans moved +14.0% in assets from 2022 to 2024; this filing shows Raymond Matta Pension Plan at $2M / 4 participants.

#4,669
in Healthcare & Social Assistance (17,684 peers)
-0.8%
assets change YoY

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Raymond Matta Pension Plan among the smaller filed plans by assets

Raymond Matta Pension Plan vs every filed plan by assets

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

$1,702,516 29th percentile higher than 29% 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

Raymond Matta Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Raymond Matta Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Raymond Matta Pension Plan reported net income rose from -$76K in the plan year 2022 filing to -$13K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133487026 · Raymond Matta M.D. PY 2023 · Profit Sharing

Raymond Matta Pension Plan · $2M · 4 · 29th

  • PART $2M
  • TYPE 4
  • NET 29th
  • BOOK Profit Sharing
  • VS-ST near Better Flood Insurance, Inc. Retirement Plan
  • BOY ind #4669

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 →

Raymond Matta Pension Plan in the asset neighbourhood

Raymond Matta Pension Plan$2MBetter Flood Insurance, Inc. Retirement PlanBetter Flood Insurance, Inc.…$2MElizabeth Merkler, D.M.D. Profit Sharing PlanElizabeth Merkler, D.M.D. Pr…$2MVergith Contracting Co Profit Sharing Plan QrpVergith Contracting Co Profi…$2MProfessional Engineering Resources Profit Sharing Plan & TrustProfessional Engineering Res…$2M
End-of-year total assets ($M) among Raymond Matta Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Raymond Matta M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Raymond Matta M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.989678374416822% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.72M $1.96M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Raymond Matta M.D. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$13K
Employer EIN133487026
Plan Effective Date1984-11-27
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Raymond Matta Pension Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Raymond Matta Pension Plan, Total assets ($B): 0.001702516 · Participants: 4Raymond Matta Pension PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Raymond Matta Pension Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Raymond Matta Pension Plan side-by-side with 3 peers →

Raymond Matta Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Better Flood Insurance, Inc. Retirement Plan in CO ($2M); by covered participants it is Atraz Johnson Profit Sharing Plan in OR (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Raymond Matta Pension Plan assets move in 2023? ▼
Raymond Matta Pension Plan held essentially flat - down 0.8% during 2023, from $2M to $2M. Reported net income was -$13K.
How have Raymond Matta M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raymond Matta M.D.'s sponsor-wide assets grew 14.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Raymond Matta Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Better Flood Insurance, Inc. Retirement Plan in CO ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Raymond Matta Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Atraz Johnson Profit Sharing Plan in OR (4 participants, $930K 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 133487026.

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.