401(k) · DOL Form 5500 · 2024

Upstate Veterinary Specialties, PLLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
154
Participants Small participant base
59th
Percentile by assets National rank
$76,647
Avg per participant Below avg balance/head
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Official DOL plan name: Upstate Veterinary Specialties 401(k) Plan · Sponsored by Upstate Veterinary Specialties, PLLC · New York · Professional & Technical Services

$12M in assets, 154 participants

Upstate Veterinary Specialties, PLLC's Upstate Veterinary Specialties 401(k) Plan reported $12M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,680 in Professional & Technical Services (20,173 peers)

Coverage in New York

Upstate Veterinary Specialties 401(k) Plan covers 154 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $12M.

#11,680
in Professional & Technical Services (20,173 peers)
+35.7%
assets growth YoY

Upstate Veterinary Specialties 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Upstate Veterinary Specialties 401(k) Plan vs every filed plan by assets

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

$11,803,637 Top 41% higher than 59% 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

Upstate Veterinary Specialties 401(k) Plan 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. Upstate Veterinary Specialties 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upstate Veterinary Specialties 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Upstate Veterinary Specialties 401(k) Plan reported net income 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 030516276 · Upstate Veterinary Specialties, PLLC PY 2024 · 401(k)

Upstate Veterinary Specialties 401(k) Plan · $12M · 154 · 59th

  • PHOTO $12M
  • IND 154
  • EOY 59th
  • 5500 401(k)
  • ASSETS near Simploy, Inc. 401(k) Retirement Savings Plan
  • PCT ind #11680

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 Professional & Technical Services retirement plans → · Plans in New York →

Upstate Veterinary Specialties 401(k) Plan in the asset neighbourhood

Upstate Veterinary Specialties 401(k) PlanUpstate Veterinary Specialti…$12MSimploy, Inc. 401(k) Retirement Savings PlanSimploy, Inc. 401(k) Retirem…$12MPioneer 401(k) Plan$12MCpasitesolutions 401(k) Plan$12MAfter, Inc. 401(k) Retirement PlanAfter, Inc. 401(k) Retiremen…$12M
End-of-year total assets ($M) among Upstate Veterinary Specialties 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN030516276
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upstate Veterinary Specialties, PLLC)

Sponsor-wide plan assets over time

All Upstate Veterinary Specialties, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 92.44377359868696% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.13M $11.8M ▲ +92.5%
Year Plans Participants Total Assets
2022 1 125 $6M
2023 1 155 $9M
2024 1 154 $12M

Nearby 401(k) Plans in New York

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

Upstate Veterinary Specialties 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Upstate Veterinary Specialties 401(k) Plan, Total assets ($B): 0.011803637 · Participants: 154Upstate Veterinary Specialties 401(k) PlanIBM 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
Upstate Veterinary Specialties 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Upstate Veterinary Specialties 401(k) Plan side-by-side with 3 peers →

Upstate Veterinary Specialties 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Simploy, Inc. 401(k) Retirement Savings Plan in MO ($12M); by covered participants it is Incom, Inc. Profit Sharing & Retirement Savings Plan in MA (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Upstate Veterinary Specialties 401(k) Plan assets move in 2024? ▼
Upstate Veterinary Specialties 401(k) Plan surged - up 35.7% during 2024, from $9M to $12M. Reported net income was $3M.
How have Upstate Veterinary Specialties, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upstate Veterinary Specialties, PLLC's sponsor-wide assets grew 92.4%, from $6M to $12M.
Which 401(k) plans are similar in size to Upstate Veterinary Specialties 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simploy, Inc. 401(k) Retirement Savings Plan in MO ($12M, 660 participants).
Which 401(k) plans cover a similar participant headcount to Upstate Veterinary Specialties 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Incom, Inc. Profit Sharing & Retirement Savings Plan in MA (154 participants, $19M 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 030516276.

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.