401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$53M
Total assets
514
Participants
85th
Percentile by assets
$103,909
Avg per participant
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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

$53M in assets, 514 participants

University Physicians of Brooklyn, Inc.'s University Physicians of Brooklyn, Inc. Incentive Savings Trust reported $53M in total assets and 514 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 123,622 plans)
  • #14,729 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, $53M for 514 participants (~$103,909/participant), up 12.7% in 2024.

$53M
total plan assets (2024 EOY)
514
covered participants
85th
percentile by assets (of 123,622 plans)
$103,909
avg assets per participant

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

$53,409,317 Top 15% higher than 85% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University Physicians of Brooklyn, Inc. Incentive Savings Trust end-of-year assets fell from $57M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

University Physicians of Brooklyn, Inc. Incentive Savings Trust vs the 2024 asset distribution

By assets, University Physicians of Brooklyn, Inc. Incentive Savings Trust outranks 85% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$53M
Net Income$6M
Employer EIN113190652
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

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

$0M$100M$200M$300M$400M 202220232024 $50.8M $297M ▲ +484.7%
Total plan assets by year, all University Physicians of Brooklyn, Inc. plans on file
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

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 Physician…IBM 401(k) PlanMorgan Stanley 401(k…Pfizer Savings PlanThe Pepsico Savings …The Goldman Sachs 40…
University Physicians of Brooklyn, Inc. Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to University Physicians of Brooklyn, Inc. Incentive Savings Trust by total assets, not by location.

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 12.7% during 2024, from $47M to $53M. Reported net income was $6M.
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 85th 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 Spectra Logic 401(k) Profit Sharing Plan in CO ($53M, 289 participants).

Next read for University Physicians of Brooklyn, Inc. …

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