401(k) · DOL Form 5500 · 2024
Therapynotes, LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 289
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $39,273
- Avg per participant Low balance/head
Official DOL plan name: Therapynotes 401(k) Plan · Sponsored by Therapynotes, LLC · Pennsylvania · Professional & Technical Services
$11M in assets, 289 participants
Therapynotes, LLC's Therapynotes 401(k) Plan reported $11M in total assets and 289 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #11,481 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Therapynotes 401(k) Plan covers 289 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.
- #11,481
- in Professional & Technical Services (20,173 peers)
- +64.7%
- assets growth YoY
Therapynotes 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Therapynotes 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,350,027 Top 42% higher than 58% 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
Therapynotes 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. Therapynotes 401(k) Plan sits mid-pack in the medium band (289 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Therapynotes 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Therapynotes 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Therapynotes 401(k) Plan reported participants rose from 195 in the plan year 2023 filing to 289 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 273370857 · Therapynotes, LLC PY 2024 · 401(k)
Therapynotes 401(k) Plan · $11M · 289 · 58th
- BOOK $11M
- BOOK 289
- BOOK 58th
- BOOK 401(k)
- BOOK near Johnson Health Center Matching Tax-Deferrd Savings Plan
- BOOK ind #11481
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 Pennsylvania →
Therapynotes 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $4M |
| Employer EIN | 273370857 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Therapynotes, LLC)
Sponsor-wide plan assets over time
All Therapynotes, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 191.1123981012848% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $4M |
| 2023 | 1 | 195 | $7M |
| 2024 | 1 | 289 | $11M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Therapynotes 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Johnson Health Center Matching Tax-Deferrd Savings Plan in VA ($11M); by covered participants it is The Arbor Experts 401(k) Plan in TX (289 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (289 participants); asset peers above are excluded.
- The Arbor Experts 401(k) Plan (TX) 289 · 0 off
- Comply Technologies, Inc. 401(k) Plan (NY) 289 · 0 off
- Recharge Inc. 401(k) Plan (CA) 289 · 0 off
- E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan (WI) 289 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.