401(k) · DOL Form 5500 · 2023
University Physicians of Brooklyn, Inc. 401(k) Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 509
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $111,403
- Avg per participant Below avg balance/head
Official DOL plan name: University Physicians of Brooklyn, Inc. Incentive Savings Trust · Sponsored by University Physicians of Brooklyn, Inc. · New York · Healthcare & Social Assistance
$57M in assets, 509 participants
University Physicians of Brooklyn, Inc.'s University Physicians of Brooklyn, Inc. Incentive Savings Trust reported $57M in total assets and 509 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,705 in Healthcare & Social Assistance (17,684 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, $57M for 509 participants (~$111,403/participant), up 11.7% in 2023.
- #15,705
- in Healthcare & Social Assistance (17,684 peers)
- +11.7%
- assets growth YoY
- 0.6×
- 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 2023 · DOL Form 5500
$56,704,257 Top 13% higher than 87% 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
University Physicians of Brooklyn, Inc. Incentive Savings Trust 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. University Physicians of Brooklyn, Inc. Incentive Savings Trust sits mid-pack in the medium band (509 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University Physicians of Brooklyn, Inc. Incentive Savings Trust reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- University Physicians of Brooklyn, Inc. Incentive Savings Trust end-of-year assets rose from $51M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- University Physicians of Brooklyn, Inc. Incentive Savings Trust reported participants rose from 492 in the plan year 2022 filing to 509 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 113190652 · University Physicians of Brooklyn, Inc. PY 2023 · 401(k)
University Physicians of Brooklyn, Inc. Incentive Savings Trust · $57M · 509 · 87th
- EIN $57M
- RANK 509
- PHOTO 87th
- IND 401(k)
- EOY near Site Centers Corp. 401(k) Plan & Trust
- 5500 ind #15705
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $6M |
| Employer EIN | 113190652 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING 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
| 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.
- 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
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 Site Centers Corp. 401(k) Plan & Trust in OH ($57M); by covered participants it is Strongmind, Inc. 401(k) Plan in AZ (509 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
- Site Centers Corp. 401(k) Plan & Trust (OH) $57M · 271
- Stellant Systems, Inc. Retirement Plan (CA) $57M · 925
- Trividia Health, Inc. Employee Flexible Compensation Plan (FL) $57M · 434
- Fuerst Group 401(k) Plan (CA) $57M · 558
Similar participant headcount
Nearest other-state filings by covered participants (509 participants); asset peers above are excluded.
- Strongmind, Inc. 401(k) Plan (AZ) 509 · 0 off
- Dca Outdoor, Inc. 401(k) Plan (MO) 509 · 0 off
- Monroe Energy Retirement Plan (PA) 509 · 0 off
- M.S. Walker Retirement Trust (MA) 509 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.