401(k) · DOL Form 5500 · 2024

Samuel Schenker O.D. P.C. 401(k) Plan

Data updated 2026-08-25

$313K
Total assets Small plan by assets
5
Participants Small participant base
14th
Percentile by assets National rank
$62,575
Avg per participant Low balance/head
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Official DOL plan name: Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Samuel Schenker O.D. P.C. · New York · Healthcare & Social Assistance

$313K in assets, 5 participants

Samuel Schenker O.D. P.C.'s Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust reported $313K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,637 in Healthcare & Social Assistance (16,916 peers)

Samuel Schenker O.D. P.C. multi-year trail

Samuel Schenker O.D. P.C.'s plans moved +88.3% in assets from 2022 to 2024; this filing shows Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust at $313K / 5 participants.

#1,637
in Healthcare & Social Assistance (16,916 peers)
+42.4%
assets growth YoY

Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$312,875 14th percentile higher than 14% 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

Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust reported net income rose from $54K in the plan year 2023 filing to $93K in the plan year 2024 filing.
  • Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $220K in the plan year 2023 filing to $313K in the plan year 2024 filing.
  • Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 342016500 · Samuel Schenker O.D. P.C. PY 2024 · 401(k)

Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust · $313K · 5 · 14th

  • EBSA $313K
  • PART 5
  • TYPE 14th
  • NET 401(k)
  • BOOK near Oregado Ventures, Inc 401(k) Plan
  • VS-ST ind #1637

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 →

Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and TrustSamuel Schenker, O.D., P.C. …$313KOregado Ventures, Inc 401(k) PlanOregado Ventures, Inc 401(k)…$313KFive Dog Enterprises Inc 401(k) PlanFive Dog Enterprises Inc 401…$313KTri-Signal Integration 401(k) PlanTri-Signal Integration 401(k…$313KPenfield Productions 401(k) PlanPenfield Productions 401(k) …$313K
End-of-year total assets ($M) among Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Samuel Schenker O.D. P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Samuel Schenker O.D. P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$313K 88.33596186027474% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.17M $0.31M ▲ +82.4%
Year Plans Participants Total Assets
2022 1 6 $166K
2023 1 6 $220K
2024 1 5 $313K

Samuel Schenker O.D. P.C. filing trail (2024)

Total Assets (Beginning of Year)$220K
Net Assets (End of Year)$313K
Net Income$93K
Employer EIN342016500
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000312875 · Participants: 5Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and 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
Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Oregado Ventures, Inc 401(k) Plan in OR ($313K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($313K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust surged - up 42.4% during 2024, from $220K to $313K. Reported net income was $93K.
How have Samuel Schenker O.D. P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel Schenker O.D. P.C.'s sponsor-wide assets grew 88.3%, from $166K to $313K.
Where does Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust ranks in the 14th 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 Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Oregado Ventures, Inc 401(k) Plan in OR ($313K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Samuel Schenker, O.D., P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 342016500.

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.