401(k) · DOL Form 5500 · 2023
Saratoga-Schenectady Gastroenterology Assocs PC 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 131
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $217,183
- Avg per participant Above avg balance/head
Official DOL plan name: Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan · Sponsored by Saratoga-Schenectady Gastroenterology Assocs PC · New York · Healthcare & Social Assistance
$28M in assets, 131 participants
Saratoga-Schenectady Gastroenterology Assocs PC's Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan reported $28M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,458 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan covers 131 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $28M.
- #14,458
- in Healthcare & Social Assistance (17,684 peers)
- +23.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan's outsized position by total assets
Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,450,969 Top 22% higher than 78% 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
Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement 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. Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan reported participants rose from 129 in the plan year 2022 filing to 131 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 141556189 · Saratoga-Schenectady Gastroenterology Assocs PC PY 2023 · 401(k)
Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan · $28M · 131 · 78th
- VS-ST $28M
- BOY 131
- SCH 78th
- EBSA 401(k)
- PART near Peak Utility Services Group, Inc. 401(k) Plan
- TYPE ind #14458
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 →
Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $5M |
| Employer EIN | 141556189 |
| Plan Effective Date | 1972-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saratoga-Schenectady Gastroenterology Assocs PC)
Sponsor-wide plan assets over time
All Saratoga-Schenectady Gastroenterology Assocs PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 16.63293454893096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $23M |
| 2023 | 1 | 131 | $28M |
| 2024 | 1 | 200 | $27M |
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
Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Peak Utility Services Group, Inc. 401(k) Plan in CO ($28M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Peak Utility Services Group, Inc. 401(k) Plan (CO) $28M · 2,030
- State Bank of Southern Utah Profit Sharing 401(k) Plan (UT) $28M · 287
- Ware Group, LLC 401(k) Plan (FL) $28M · 407
- Cashmere Valley Bank 401(k) Profit Sharing Plan (WA) $28M · 284
Similar participant headcount
Nearest other-state filings by covered participants (131 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.