401(k) · DOL Form 5500 · 2024

Upstate Community Medical, PC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
126
Participants Small participant base
63rd
Percentile by assets National rank
$112,181
Avg per participant Below avg balance/head
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Official DOL plan name: Upstate Community Medical, PC 401(k) Plan · Sponsored by Upstate Community Medical, PC · New York · Healthcare & Social Assistance

$14M in assets, 126 participants

Upstate Community Medical, PC's Upstate Community Medical, PC 401(k) Plan reported $14M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #11,556 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Upstate Community Medical, PC 401(k) Plan covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $14M.

#11,556
in Healthcare & Social Assistance (16,916 peers)
+22.9%
assets growth YoY

Upstate Community Medical, PC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Upstate Community Medical, PC 401(k) Plan vs every filed plan by assets

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

$14,134,813 Top 37% higher than 63% 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 Community Medical, PC 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 Community Medical, PC 401(k) Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upstate Community Medical, PC 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Upstate Community Medical, PC 401(k) Plan reported participants rose from 119 in the plan year 2023 filing to 126 in the plan year 2024 filing.
  • Upstate Community Medical, PC 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 →

Plan-year Form 5500 strip

Filing strip 203889761 · Upstate Community Medical, PC PY 2024 · 401(k)

Upstate Community Medical, PC 401(k) Plan · $14M · 126 · 63rd

  • EOY $14M
  • EOY 126
  • EOY 63rd
  • EOY 401(k)
  • EOY near Martin Bauer, Inc. 401(k) Profit Sharing Plan
  • EOY ind #11556

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 →

Upstate Community Medical, PC 401(k) Plan in the asset neighbourhood

O'hare Airport Transit Systems, Inc. Savings Plan & TrustO'hare Airport Transit Syste…$14MUpstate Community Medical, PC 401(k) PlanUpstate Community Medical, P…$14MMartin Bauer, Inc. 401(k) Profit Sharing PlanMartin Bauer, Inc. 401(k) Pr…$14MAha Labs Inc. 401(k) Plan$14MAzura Credit Union Capital Accumulation PlanAzura Credit Union Capital A…$14M
End-of-year total assets ($M) among Upstate Community Medical, PC 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)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN203889761
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upstate Community Medical, PC)

Sponsor-wide plan assets over time

All Upstate Community Medical, PC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 57.52839086994157% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.97M $14.1M ▲ +57.5%
Year Plans Participants Total Assets
2022 1 124 $9M
2023 1 119 $12M
2024 1 126 $14M

Nearby 401(k) Plans in New York

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

Upstate Community Medical, PC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Upstate Community Medical, PC 401(k) Plan, Total assets ($B): 0.014134813 · Participants: 126Upstate Community Medical, PC 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 Community Medical, PC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Upstate Community Medical, PC 401(k) Plan side-by-side with 3 peers →

Upstate Community Medical, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Martin Bauer, Inc. 401(k) Profit Sharing Plan in NJ ($14M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Community Medical, PC 401(k) Plan assets move in 2024? ▼
Upstate Community Medical, PC 401(k) Plan grew sharply - up 22.9% during 2024, from $12M to $14M. Reported net income was $3M.
How have Upstate Community Medical, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upstate Community Medical, PC's sponsor-wide assets grew 57.5%, from $9M to $14M.
Which 401(k) plans are similar in size to Upstate Community Medical, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Martin Bauer, Inc. 401(k) Profit Sharing Plan in NJ ($14M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Upstate Community Medical, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M 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 203889761.

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.