401(k) · DOL Form 5500 · 2024

Jefferson Anesthesiologist Ser 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
21
Participants Small participant base
63rd
Percentile by assets National rank
$674,556
Avg per participant High balance/head
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Official DOL plan name: Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust · Sponsored by Jefferson Anesthesiologist Ser · New York · Healthcare & Social Assistance

$14M in assets, 21 participants

Jefferson Anesthesiologist Ser's Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust reported $14M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #11,565 in Healthcare & Social Assistance (16,916 peers)

Jefferson Anesthesiologist Ser multi-year trail

Jefferson Anesthesiologist Ser's plans moved +21.2% in assets from 2023 to 2024; this filing shows Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust at $14M / 21 participants.

#11,565
in Healthcare & Social Assistance (16,916 peers)
+21.2%
assets growth YoY

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$14,165,671 Top 37% higher than 63% 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

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161431831 · Jefferson Anesthesiologist Ser PY 2024 · 401(k)

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust · $14M · 21 · 63rd

  • BOY $14M
  • BOY 21
  • BOY 63rd
  • BOY 401(k)
  • BOY near Go Kids Retirement Plan
  • BOY ind #11565

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 →

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & TrustJefferson Anesthesiologist S…$14MGo Kids Retirement Plan$14MU.S. Paint Employees Retirement PlanU.S. Paint Employees Retirem…$14MBrook Hollow Golf Club 401(k) Profit Sharing Plan and TrustBrook Hollow Golf Club 401(k…$14MMarquette Management Employees' 401(k) Retirement PlanMarquette Management Employe…$14M
End-of-year total assets ($M) among Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jefferson Anesthesiologist Ser multi-year asset trail

Sponsor-wide plan assets over time

All Jefferson Anesthesiologist Ser plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.24457891651082% vs 2023
2024 filing year
$11M$12M$13M$14M$15M 20232024 $11.7M $14.2M ▲ +21.3%
Year Plans Participants Total Assets
2023 1 21 $12M
2024 1 21 $14M

Jefferson Anesthesiologist Ser filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN161431831
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.014165671 · Participants: 21Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & 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
Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants

Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Go Kids Retirement Plan in CA ($14M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust assets move in 2024?
Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust grew sharply - up 21.2% during 2024, from $12M to $14M. Reported net income was $2M.
How have Jefferson Anesthesiologist Ser plan assets changed over time?
Across 2 plan years on file (2023-2024), Jefferson Anesthesiologist Ser's sponsor-wide assets grew 21.2%, from $12M to $14M.
Which 401(k) plans are similar in size to Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Go Kids Retirement Plan in CA ($14M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Jefferson Anesthesiologist Ser 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 participants, N/A in assets).