401(k) · DOL Form 5500 · 2024

Carmen Bautista Dator Md PC 401(k) Plan

Data updated 2026-08-25

$835K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$417,521
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carmen Bautista Dator Md PC 401(k) Plan for Employees · Sponsored by Carmen Bautista Dator Md PC · New York · Healthcare & Social Assistance

$835K in assets, 2 participants

Carmen Bautista Dator Md PC's Carmen Bautista Dator Md PC 401(k) Plan for Employees reported $835K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,930 in Healthcare & Social Assistance (16,916 peers)

Carmen Bautista Dator Md PC multi-year trail

Carmen Bautista Dator Md PC's plans moved +70.0% in assets from 2022 to 2024; this filing shows Carmen Bautista Dator Md PC 401(k) Plan for Employees at $835K / 2 participants.

#2,930
in Healthcare & Social Assistance (16,916 peers)
+27.7%
assets growth YoY

Carmen Bautista Dator Md PC 401(k) Plan for Employees among the smaller filed plans by assets

Carmen Bautista Dator Md PC 401(k) Plan for Employees vs every filed plan by assets

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

$835,041 22nd percentile higher than 22% 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

Carmen Bautista Dator Md PC 401(k) Plan for Employees among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carmen Bautista Dator Md PC 401(k) Plan for Employees is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carmen Bautista Dator Md PC 401(k) Plan for Employees end-of-year assets rose from $654K in the plan year 2023 filing to $835K in the plan year 2024 filing.
  • Carmen Bautista Dator Md PC 401(k) Plan for Employees reported net income rose from $163K in the plan year 2023 filing to $181K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 202462557 · Carmen Bautista Dator Md PC PY 2024 · 401(k)

Carmen Bautista Dator Md PC 401(k) Plan for Employees · $835K · 2 · 22nd

  • ASSETS $835K
  • PCT 2
  • EIN 22nd
  • RANK 401(k)
  • PHOTO near Lumberg, Inc. 401(k) Plan
  • IND ind #2930

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 →

Carmen Bautista Dator Md PC 401(k) Plan for Employees in the asset neighbourhood

Carmen Bautista Dator Md PC 401(k) Plan for EmployeesCarmen Bautista Dator Md PC …$835KLumberg, Inc. 401(k) Plan$835KTzvecl Management of Sc, LLC 401(k) PlanTzvecl Management of Sc, LLC…$835KJ. Seiley Inc. 401(k) Plan$835KNext(K) Retirement Solutions$835K
End-of-year total assets ($M) among Carmen Bautista Dator Md PC 401(k) Plan for Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carmen Bautista Dator Md PC multi-year asset trail

Sponsor-wide plan assets over time

All Carmen Bautista Dator Md PC plans reported in each filing year

Latest sponsor-wide plan assets
$835K 70.0209716170542% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.49M $0.84M ▲ +71.4%
Year Plans Participants Total Assets
2022 1 2 $491K
2023 1 2 $654K
2024 1 2 $835K

Carmen Bautista Dator Md PC filing trail (2024)

Total Assets (Beginning of Year)$654K
Net Assets (End of Year)$835K
Net Income$181K
Employer EIN202462557
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Carmen Bautista Dator Md PC 401(k) Plan for Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carmen Bautista Dator Md PC 401(k) Plan for Employees, Total assets ($B): 0.000835041 · Participants: 2Carmen Bautista Dator Md PC 401(k) Plan for EmployeesIBM 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
Carmen Bautista Dator Md PC 401(k) Plan for Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carmen Bautista Dator Md PC 401(k) Plan for Employees side-by-side with 3 peers →

Carmen Bautista Dator Md PC 401(k) Plan for Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lumberg, Inc. 401(k) Plan in VA ($835K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($835K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Carmen Bautista Dator Md PC 401(k) Plan for Employees assets move in 2024? ▼
Carmen Bautista Dator Md PC 401(k) Plan for Employees grew sharply - up 27.7% during 2024, from $654K to $835K. Reported net income was $181K.
How have Carmen Bautista Dator Md PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carmen Bautista Dator Md PC's sponsor-wide assets grew 70.0%, from $491K to $835K.
Where does Carmen Bautista Dator Md PC 401(k) Plan for Employees rank by assets among Form 5500 filers? ▼
Carmen Bautista Dator Md PC 401(k) Plan for Employees ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carmen Bautista Dator Md PC 401(k) Plan for Employees? ▼
Among 401(k) plans in other states, the closest by assets is Lumberg, Inc. 401(k) Plan in VA ($835K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Carmen Bautista Dator Md PC 401(k) Plan for Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 202462557.

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.