401(k) · DOL Form 5500 · 2024

Symphony Medical PC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
114
Participants Small participant base
51st
Percentile by assets National rank
$68,848
Avg per participant Below avg balance/head
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Official DOL plan name: Symphony Medical PC 401(k) Profit Sharing Plan & Trust · Sponsored by Symphony Medical PC · New York · Healthcare & Social Assistance

$8M in assets, 114 participants

Symphony Medical PC's Symphony Medical PC 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,381 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Symphony Medical PC 401(k) Profit Sharing Plan & Trust covers 114 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $8M.

#9,381
in Healthcare & Social Assistance (16,916 peers)
+14.1%
assets growth YoY

Symphony Medical PC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Symphony Medical PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,848,627 Top 49% higher than 51% 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

Symphony Medical PC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Symphony Medical PC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Symphony Medical PC 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $969K in the plan year 2024 filing.
  • Symphony Medical PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Symphony Medical PC 401(k) Profit Sharing Plan & Trust reported participants rose from 106 in the plan year 2023 filing to 114 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 471235609 · Symphony Medical PC PY 2024 · 401(k)

Symphony Medical PC 401(k) Profit Sharing Plan & Trust · $8M · 114 · 51st

  • NET $8M
  • BOOK 114
  • VS-ST 51st
  • BOY 401(k)
  • SCH near Jungle Jim's Savings Plan
  • EBSA ind #9381

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 →

Symphony Medical PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Symphony Medical PC 401(k) Profit Sharing Plan & TrustSymphony Medical PC 401(k) P…$8MJungle Jim's Savings Plan$8MDraneas & Huglin, P.C. Profit Sharing PlanDraneas & Huglin, P.C. Profi…$8MAda Technologies 401(k) Retirement Savings PlanAda Technologies 401(k) Reti…$8MSolo W-2 401(k) Plan$8M
End-of-year total assets ($M) among Symphony Medical PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$969K
Employer EIN471235609
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Symphony Medical PC)

Sponsor-wide plan assets over time

All Symphony Medical PC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 51.19597675143021% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.19M $7.85M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 97 $5M
2023 1 106 $7M
2024 1 114 $8M

Nearby 401(k) Plans in New York

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

Symphony Medical PC 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 ($B) Participants Symphony Medical PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.007848627 · Participants: 114Symphony Medical PC 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
Symphony Medical PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Symphony Medical PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Symphony Medical PC 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 Jungle Jim's Savings Plan in OH ($8M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Symphony Medical PC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Symphony Medical PC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 14.1% during 2024, from $7M to $8M. Reported net income was $969K.
How have Symphony Medical PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Symphony Medical PC's sponsor-wide assets grew 51.2%, from $5M to $8M.
Which 401(k) plans are similar in size to Symphony Medical PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jungle Jim's Savings Plan in OH ($8M, 456 participants).
Which 401(k) plans cover a similar participant headcount to Symphony Medical PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 participants, $3M 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 471235609.

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.