401(k) · DOL Form 5500 · 2024

Capital District Physicians Health Plan, Inc. 401(k) Plan

Data updated 2026-08-11

$267M
Total assets: 1,313
Participants: 95th
Percentile by assets: $203,468
Avg per participant

Official DOL plan name: Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan · Sponsored by Capital District Physicians Health Plan, Inc. · New York · Finance & Insurance

$267M in assets, 1,313 participants

Capital District Physicians Health Plan, Inc.'s Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan reported $267M in total assets and 1,313 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 123,622 plans)
#7,898 in Finance & Insurance (8,549 peers)

Where Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan sits by assets

Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $267M for 1,313 participants (~$203,468/participant), up 11.6% in 2024.

$267M
total plan assets (2024 EOY): 1,313
covered participants: 95th
percentile by assets (of 123,622 plans): $203,468
avg assets per participant

Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan reported net income fell from $32M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $239M in the plan year 2023 filing to $267M in the plan year 2024 filing.
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan reported participants rose from 1,278 in the plan year 2023 filing to 1,313 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Finance & Insurance

Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$239M
Net Assets (End of Year)	$267M
Net Income	$28M
Employer EIN	141641028
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Capital District Physicians Health Plan, Inc.)

Total plan assets by year, all Capital District Physicians Health Plan, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,298	$207M
2023	1	1,278	$239M
2024	1	1,313	$267M

Nearby 401(k) Plans in New York

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

Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Capital District Physicians' Health Plan… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

Carvana, LLC 401(k) Plan (AZ) $267M · 13,622
Amalgamated Transit Union National 401(k) Pension Plan (IL) $267M · 17,983
Corient Services LLC 401(k) Plan (FL) $267M · 1,472
Super Micro Computer 401(k) Retirement Plan (CA) $267M · 2,668

Frequently Asked Questions

How did Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼

Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 11.6% during 2024, from $239M to $267M. Reported net income was $28M.

How have Capital District Physicians Health Plan, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Capital District Physicians Health Plan, Inc.'s sponsor-wide assets grew 28.9%, from $207M to $267M.

Where does Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Carvana, LLC 401(k) Plan in AZ ($267M, 13,622 participants).

Next read for Capital District Physicians' Health Plan…

Scale reading

Ways to act on Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan's numbers.

By total assets, Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan ranks in the top 5% 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
Capital District Physicians Health Plan, Inc.'s sponsor-wide assets have grown 28.9% 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 141641028.