401(k) · DOL Form 5500 · 2024

Ivyrehab Pt, Ot & Speech PLLC 401(k) Plan

Data updated 2026-08-11

$111M
Total assets
5,456
Participants
91st
Percentile by assets
$20,284
Avg per participant
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Official DOL plan name: Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan · Sponsored by Ivyrehab Pt, Ot & Speech PLLC · New York · Finance & Insurance

$111M in assets, 5,456 participants

Ivyrehab Pt, Ot & Speech PLLC's Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan reported $111M in total assets and 5,456 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #7,369 in Finance & Insurance (8,549 peers)

Coverage in New York

Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan covers 5,456 participants in New York, 6.8x the typical New York plan (state average ~798 per filing). Assets: $111M.

$111M
total plan assets (2024 EOY)
5,456
covered participants
91st
percentile by assets (of 123,622 plans)
$20,284
avg assets per participant

Where Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan sits by total assets

Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$110,667,845 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan end-of-year assets rose from $84M in the plan year 2023 filing to $111M in the plan year 2024 filing.
  • Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan reported participants rose from 4,222 in the plan year 2023 filing to 5,456 in the plan year 2024 filing.
  • Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan reported net income fell from $24M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan reports 5,456 participants - 6.8x that state average ($111M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$111M
Net Income$24M
Employer EIN800071212
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ivyrehab Pt, Ot & Speech PLLC)

$40M$60M$80M$100M$120M 202220232024 $59.3M $111M ▲ +86.7%
Total plan assets by year, all Ivyrehab Pt, Ot & Speech PLLC plans on file
Year Plans Participants Total Assets
2022 1 3,176 $59M
2023 1 4,222 $84M
2024 1 5,456 $111M

Nearby 401(k) Plans in New York

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

Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ivyrehab Physical Th…, Total assets ($B): 0.110667845 · Participants: 5456Ivyrehab Physical Th…IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ivyrehab Physical Therapy PLLC 401(k) Pr… side-by-side with 3 peers →

Scale composition for Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan

Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan reports $111M in end-of-year assets across 5,456 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $20,284 per participant (15% of the national average assets-per-participant) . Net income for plan year 2024 was $24M.

This plan identity (EIN 800071212, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $59M to $111M (+86.7%) while covered participants moved from 3,176 to 5,456 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 3,176 $59M Open filing
2023 4,222 $84M Open filing
2024 · index core 5,456 $111M This page

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan surged - up 32.5% during 2024, from $84M to $111M. Reported net income was $24M.
How have Ivyrehab Pt, Ot & Speech PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivyrehab Pt, Ot & Speech PLLC's sponsor-wide assets grew 86.7%, from $59M to $111M.
Where does Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baker Newman & Noyes, LLC 401(k) Profit Sharing Plan in ME ($111M, 314 participants).

Next read for Ivyrehab Physical Therapy PLLC 401(k) Pr…

Filing takeaways

Ways to act on Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan's numbers.

  • By total assets, Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Ivyrehab Pt, Ot & Speech PLLC's sponsor-wide assets have grown 86.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 800071212.

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.