401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$51M
Total assets Below avg plan size
492
Participants Below avg headcount
88th
Percentile by assets National rank
$103,181
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

$51M in assets, 492 participants

University Physicians of Brooklyn, Inc.'s University Physicians of Brooklyn, Inc. Incentive Savings Trust reported $51M in total assets and 492 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,050 in Healthcare & Social Assistance (20,060 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, $51M for 492 participants (~$103,181/participant), down 13.3% in 2022.

#18,050
in Healthcare & Social Assistance (20,060 peers)
-13.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2022 · DOL Form 5500

$50,764,847 Top 12% higher than 88% of 139,123 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 2022

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

Plan-year 2022 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 (492 participants).

Published 5500 schedule card

Filing strip 113190652 · University Physicians of Brooklyn, Inc. PY 2022 · 401(k)

University Physicians of Brooklyn, Inc. Incentive Savings Trust · $51M · 492 · 88th

  • EOY $51M
  • EOY 492
  • EOY 88th
  • EOY 401(k)
  • EOY near Gordon and Betty Moore Foundation 401(k) Plan
  • EOY ind #18050

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

Holland Residential, LLC 401(k) PlanHolland Residential, LLC 401…$51MUniversity Physicians of Brooklyn, Inc. Incentive Savings TrustUniversity Physicians of Bro…$51MGordon and Betty Moore Foundation 401(k) PlanGordon and Betty Moore Found…$51MPreit Services, LLC Profit-Sharing 401(k) PlanPreit Services, LLC Profit-S…$51MBank of Stockton 401(k) Plan and TrustBank of Stockton 401(k) Plan…$51M
End-of-year total assets ($M) among University Physicians of Brooklyn, Inc. Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$51M
Net Income-$8M
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 -200204060 Total assets ($B) Participants University Physicians of Brooklyn, Inc. Incentive Savings Trust, Total assets ($B): 0.050764847 · Participants: 492University Physicians of Brooklyn, Inc. Incentive Savings TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
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's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gordon and Betty Moore Foundation 401(k) Plan in CA ($51M); by covered participants it is Austrian Motors Corp. 401(k) Profit-Sharing Plan in MD (492 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (492 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022?
University Physicians of Brooklyn, Inc. Incentive Savings Trust pulled back noticeably - down 13.3% during 2022, from $59M to $51M. Reported net income was -$8M.
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 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (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 Gordon and Betty Moore Foundation 401(k) Plan in CA ($51M, 83 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 Austrian Motors Corp. 401(k) Profit-Sharing Plan in MD (492 participants, $54M in assets).