401(k) · DOL Form 5500 · 2024

Lori G. Polacek M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$777,896
Avg per participant High balance/head
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Official DOL plan name: Lori G. Polacek M.D., Inc. Profit Sharing Plan · Sponsored by Lori G. Polacek M.D., Inc. · Rhode Island · Healthcare & Social Assistance

$3M in assets, 4 participants

Lori G. Polacek M.D., Inc.'s Lori G. Polacek M.D., Inc. Profit Sharing Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #5,913 in Healthcare & Social Assistance (16,916 peers)

Lori G. Polacek M.D., Inc. multi-year trail

Lori G. Polacek M.D., Inc.'s plans moved +43.8% in assets from 2022 to 2024; this filing shows Lori G. Polacek M.D., Inc. Profit Sharing Plan at $3M / 4 participants.

#5,913
in Healthcare & Social Assistance (16,916 peers)
+17.5%
assets growth YoY

Lori G. Polacek M.D., Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lori G. Polacek M.D., Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,111,584 35th percentile higher than 35% 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

Lori G. Polacek M.D., Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lori G. Polacek M.D., Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lori G. Polacek M.D., Inc. Profit Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Lori G. Polacek M.D., Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 050467606 · Lori G. Polacek M.D., Inc. PY 2024 · 401(k)

Lori G. Polacek M.D., Inc. Profit Sharing Plan · $3M · 4 · 35th

  • 5500 $3M
  • 5500 4
  • 5500 35th
  • 5500 401(k)
  • 5500 near International Aerospace Coatings, Inc. 401(k) Plan
  • 5500 ind #5913

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 Rhode Island →

Lori G. Polacek M.D., Inc. Profit Sharing Plan in the asset neighbourhood

Lori G. Polacek M.D., Inc. Profit Sharing PlanLori G. Polacek M.D., Inc. P…$3MInternational Aerospace Coatings, Inc. 401(k) PlanInternational Aerospace Coat…$3MWesley Housing Corporation of Memphis, Inc. Employee's Retirement PlanWesley Housing Corporation o…$3MMetro Fab Pipe, Inc. 401(k) Profit Sharing PlanMetro Fab Pipe, Inc. 401(k) …$3MD. L. Willie Employee Retirement PlanD. L. Willie Employee Retire…$3M
End-of-year total assets ($M) among Lori G. Polacek M.D., Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lori G. Polacek M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lori G. Polacek M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 43.76502180327248% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.16M $3.11M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 5 $3M
2024 2 8 $3M

Lori G. Polacek M.D., Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$464K
Employer EIN050467606
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Lori G. Polacek M.D., Inc. Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Lori G. Polacek M.D., Inc. Profit Sharing Plan, Total assets ($B): 0.003111584 · Participants: 4Lori G. Polacek M.D., Inc. Profit Sharing PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Lori G. Polacek M.D., Inc. Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Lori G. Polacek M.D., Inc. Profit Sharing Plan side-by-side with 3 peers →

Lori G. Polacek M.D., Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is International Aerospace Coatings, Inc. 401(k) Plan in WA ($3M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Lori G. Polacek M.D., Inc. Profit Sharing Plan assets move in 2024? ▼
Lori G. Polacek M.D., Inc. Profit Sharing Plan grew sharply - up 17.5% during 2024, from $3M to $3M. Reported net income was $464K.
How have Lori G. Polacek M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lori G. Polacek M.D., Inc.'s sponsor-wide assets grew 43.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Lori G. Polacek M.D., Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is International Aerospace Coatings, Inc. 401(k) Plan in WA ($3M, 436 participants).
Which 401(k) plans cover a similar participant headcount to Lori G. Polacek M.D., Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 050467606.

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.