401(k) · DOL Form 5500 · 2024
Tri-County Family Medicine, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 125
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $71,866
- Avg per participant Below avg balance/head
Official DOL plan name: Tri-County Family Medicine, Inc. Retirement Plan · Sponsored by Tri-County Family Medicine, Inc. · New York · Healthcare & Social Assistance
$9M in assets, 125 participants
Tri-County Family Medicine, Inc.'s Tri-County Family Medicine, Inc. Retirement Plan reported $9M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #9,925 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Tri-County Family Medicine, Inc. Retirement Plan covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $9M.
- #9,925
- in Healthcare & Social Assistance (16,916 peers)
- +4.4%
- assets growth YoY
Tri-County Family Medicine, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Tri-County Family Medicine, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,983,261 Top 47% higher than 53% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Tri-County Family Medicine, Inc. Retirement 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. Tri-County Family Medicine, Inc. Retirement Plan sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tri-County Family Medicine, Inc. Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $376K in the plan year 2024 filing.
- Tri-County Family Medicine, Inc. Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Tri-County Family Medicine, Inc. Retirement Plan reported participants rose from 122 in the plan year 2023 filing to 125 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 160997545 · Tri-County Family Medicine, Inc. PY 2024 · 401(k)
Tri-County Family Medicine, Inc. Retirement Plan · $9M · 125 · 53rd
- PART $9M
- PART 125
- PART 53rd
- PART 401(k)
- PART near Retire Right 401(k) Plan
- PART ind #9925
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 →
Tri-County Family Medicine, Inc. Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $376K |
| Employer EIN | 160997545 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri-County Family Medicine, Inc.)
Sponsor-wide plan assets over time
All Tri-County Family Medicine, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 24.022842844581373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $7M |
| 2023 | 1 | 122 | $9M |
| 2024 | 1 | 125 | $9M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Tri-County Family Medicine, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Retire Right 401(k) Plan in WA ($9M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Retire Right 401(k) Plan (WA) $9M · 828
- Southeastern Plastic Surgery, Inc. 401(k) Plan (FL) $9M · 29
- Recode Therapeutics 401(k) Plan (CA) $9M · 123
- The Thornhill Companies 401(k) Plan (CA) $9M · 134
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
- Portland Forge Interim Manufacturing Plan (IN) 125 · 0 off
- La Tavola 401(k) Profit Sharing Plan & Trust (CA) 125 · 0 off
- Chariot Transit Inc. 401(k) Plan (MI) 125 · 0 off
- Bmw Fresno 401(k) Plan (CA) 125 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.