401(k)
2024 plan-year 401(k) DOL Form 5500

Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Medical Health Associates of Western New York, PLLC Β· New York Β· Healthcare & Social Assistance

What the 2023 filing shows

Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan holds $29M for 199 participants - about $146,311 per participant, up 10.5% over the 2024 plan year.

$29M
total plan assets (2024 EOY)
199
covered participants
$146,311
avg assets per participant
+10.5%
assets growth YoY
Total Assets (2023)
$29M
Participants
199
State
Industry
Healthcare & Social Assistance

What the Filing Says About Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan

Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan is a 401(k) retirement plan sponsored by Medical Health Associates of Western New York, PLLC, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 199 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 814941165, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $26M at the beginning of 2024 to $29M at year-end β€” a gain of 10.5%. Net assets (after liabilities) closed the year at $29M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$26M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$3M
Plan Type401(k)
Employer EIN814941165
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medical Health Associates of Western New York, PLLC)

Year Plans Participants Total Assets
2022 1 211 $22M
2023 1 189 $26M
2024 1 199 $29M

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan?
As of the 2024 Form 5500 filing, Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan holds $29M in total assets with 199 participants. It is sponsored by Medical Health Associates of Western New York, PLLC.
What type of plan is Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan?
Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan is a 401(k) plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 814941165.
Who sponsors the Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan?
Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan is sponsored by Medical Health Associates of Western New York, PLLC, located in New York. The sponsor's EIN is 814941165 and the plan operates in the Healthcare & Social Assistance industry.
How did Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan perform in 2024?
Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan grew by 10.5% during 2024, moving from $26M to $29M in total assets. Net income was $3M.
Where can I find official filings for Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan?
Official Form 5500 filings for Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 814941165 or plan name at efast.dol.gov.
How does Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan compare to other plans?
You can compare Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 814941165.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.