401(k) · DOL Form 5500 · 2023

Zvi Alpern, M.D. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan · Sponsored by Zvi Alpern, M.D. · New York · Healthcare & Social Assistance

$4M in assets, 2 participants

Zvi Alpern, M.D.'s Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,062 in Healthcare & Social Assistance (17,684 peers)

Zvi Alpern, M.D. multi-year trail

Zvi Alpern, M.D.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan at $4M / 2 participants.

#8,062
in Healthcare & Social Assistance (17,684 peers)
+5.0%
assets growth YoY

Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan vs every filed plan by assets

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

$4,457,332 42nd percentile higher than 42% 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

Zvi Alpern, M.D. Salary Deferral and Profit Sharing 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. Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $214K in the plan year 2023 filing.
  • Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 112755958 · Zvi Alpern, M.D. PY 2023 · 401(k)

Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan · $4M · 2 · 42nd

  • 5500 $4M
  • ASSETS 2
  • PCT 42nd
  • EIN 401(k)
  • RANK near Garling Construction, Inc. 401(k) Plan
  • PHOTO ind #8062

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 →

Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan in the asset neighbourhood

Zvi Alpern, M.D. Salary Deferral and Profit Sharing PlanZvi Alpern, M.D. Salary Defe…$4MGarling Construction, Inc. 401(k) PlanGarling Construction, Inc. 4…$4MReeve Trucking Company 401(k) Profit Sharing PlanReeve Trucking Company 401(k…$4MFieldcomm Group 401(k) Plan$4MDan Rosen, D.D.S., a Professional Corporation Profit Sharing PlanDan Rosen, D.D.S., a Profess…$4M
End-of-year total assets ($M) among Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Zvi Alpern, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Zvi Alpern, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 12.716112769273336% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M$4.8M 202220232024 $4.18M $4.71M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 1 $4M
2023 1 2 $4M
2024 1 1 $5M

Zvi Alpern, M.D. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$214K
Employer EIN112755958
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan, Total assets ($B): 0.004457332 · Participants: 2Zvi Alpern, M.D. Salary Deferral and Profit Sharing 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
Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan side-by-side with 3 peers →

Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Garling Construction, Inc. 401(k) Plan in IA ($4M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan assets move in 2023? ▼
Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan grew at a solid clip - up 5.0% during 2023, from $4M to $4M. Reported net income was $214K.
How have Zvi Alpern, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zvi Alpern, M.D.'s sponsor-wide assets grew 12.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Garling Construction, Inc. 401(k) Plan in IA ($4M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 112755958.

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.