401(k) · DOL Form 5500 · 2024

University Physicians of Brooklyn, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
494
Participants Below avg headcount
81st
Percentile by assets National rank
$80,856
Avg per participant Below avg balance/head
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Official DOL plan name: University Physicians of Brooklyn, Inc. Incentive Savings Trust · Sponsored by University Physicians of Brooklyn, Inc. · New York · Healthcare & Social Assistance

$40M in assets, 494 participants

University Physicians of Brooklyn, Inc.'s University Physicians of Brooklyn, Inc. Incentive Savings Trust reported $40M in total assets and 494 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,220 in Healthcare & Social Assistance (16,916 peers)

Where University Physicians of Brooklyn, Inc. Incentive Savings Trust sits by assets

University Physicians of Brooklyn, Inc. Incentive Savings Trust sits in the top quartile of all filed plans by assets, $40M for 494 participants (~$80,856/participant), up 10.0% in 2024.

#14,220
in Healthcare & Social Assistance (16,916 peers)
+10.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

University Physicians of Brooklyn, Inc. Incentive Savings Trust's outsized position by total assets

University Physicians of Brooklyn, Inc. Incentive Savings Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$39,942,970 Top 19% higher than 81% of 123,620 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 2024

University Physicians of Brooklyn, Inc. Incentive Savings Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Physicians of Brooklyn, Inc. Incentive Savings Trust sits mid-pack in the medium band (494 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University Physicians of Brooklyn, Inc. Incentive Savings Trust reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • University Physicians of Brooklyn, Inc. Incentive Savings Trust end-of-year assets fell from $57M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • University Physicians of Brooklyn, Inc. Incentive Savings Trust reported participants fell from 509 in the plan year 2023 filing to 494 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 113190652 · University Physicians of Brooklyn, Inc. PY 2024 · 401(k)

University Physicians of Brooklyn, Inc. Incentive Savings Trust · $40M · 494 · 81st

  • EBSA $40M
  • PART 494
  • TYPE 81st
  • NET 401(k)
  • BOOK near Ezchoice 401(k) Pooled Employer Plan
  • VS-ST ind #14220

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 →

University Physicians of Brooklyn, Inc. Incentive Savings Trust in the asset neighbourhood

University Physicians of Brooklyn, Inc. Incentive Savings TrustUniversity Physicians of Bro…$40MEzchoice 401(k) Pooled Employer PlanEzchoice 401(k) Pooled Emplo…$40MEnvironmental Systems, Inc. Profit Sharing PlanEnvironmental Systems, Inc. …$40MCommunity Choice Credit Union 401(k) Savings PlanCommunity Choice Credit Unio…$40MTimberland Bank Employee Stock Ownership & 401(k) PlanTimberland Bank Employee Sto…$40M
End-of-year total assets ($M) among University Physicians of Brooklyn, Inc. Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN113190652
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Physicians of Brooklyn, Inc.)

Sponsor-wide plan assets over time

All University Physicians of Brooklyn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$297M 484.62669650122257% vs 2022
2024 filing year
$0M$100M$200M$300M$400M 202220232024 $50.8M $297M ▲ +484.7%
Year Plans Participants Total Assets
2022 1 492 $51M
2023 1 509 $57M
2024 6 3,072 $297M

Nearby 401(k) Plans in New York

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

University Physicians of Brooklyn, Inc. Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants University Physicians of Brooklyn, Inc. Incentive Savings Trust, Total assets ($B): 0.03994297 · Participants: 494University Physicians of Brooklyn, Inc. Incentive Savings TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
University Physicians of Brooklyn, Inc. Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare University Physicians of Brooklyn, Inc. Incentive Savings Trust side-by-side with 3 peers →

University Physicians of Brooklyn, Inc. Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ezchoice 401(k) Pooled Employer Plan in NJ ($40M); by covered participants it is Hi-Temp Insulation Savings and Retirement Plan in CA (494 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (494 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University Physicians of Brooklyn, Inc. Incentive Savings Trust assets move in 2024? ▼
University Physicians of Brooklyn, Inc. Incentive Savings Trust grew at a solid clip - up 10.0% during 2024, from $36M to $40M. Reported net income was $4M.
How have University Physicians of Brooklyn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Physicians of Brooklyn, Inc.'s sponsor-wide assets grew 484.6%, from $51M to $297M.
Where does University Physicians of Brooklyn, Inc. Incentive Savings Trust rank by assets among Form 5500 filers? ▼
University Physicians of Brooklyn, Inc. Incentive Savings Trust ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to University Physicians of Brooklyn, Inc. Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ezchoice 401(k) Pooled Employer Plan in NJ ($40M, 125 participants).
Which 401(k) plans cover a similar participant headcount to University Physicians of Brooklyn, Inc. Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hi-Temp Insulation Savings and Retirement Plan in CA (494 participants, $50M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 113190652.

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.