401(k) · DOL Form 5500 · 2024
Capital District Physicians Health Plan, Inc. 401(k) Plan
Data updated 2026-08-25
- $267M
- Total assets Near avg plan size
- 1,313
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $203,468
- Avg per participant Above avg balance/head
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.
- #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.
- #7,898
- in Finance & Insurance (8,549 peers)
- +11.6%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$267,153,789 Top 5% higher than 95% 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
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan lands in the large band (1,313 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 141641028 · Capital District Physicians Health Plan, Inc. PY 2024 · 401(k)
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan · $267M · 1,313 · 95th
- NET $267M
- NET 1,313
- NET 95th
- NET 401(k)
- NET near Carvana, LLC 401(k) Plan
- NET ind #7898
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 Finance & Insurance retirement plans → · Plans in New York →
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Capital District Physicians Health Plan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $267M 28.87996409068708% vs 2022
- 2024 filing year
| 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.
- 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
Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Carvana, LLC 401(k) Plan in AZ ($267M); by covered participants it is Consigli Construction Co., Inc. Profit Sharing/401(k) Plan and Trust in MA (1,313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($267M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,313 participants); asset peers above are excluded.
- Consigli Construction Co., Inc. Profit Sharing/401(k) Plan and Trust (MA) 1,313 · 0 off
- Goya Foods, Inc. Retirement & 401(k) Savings Plan (NJ) 1,313 · 0 off
- Relation Insurance, Inc. Retirement Savings Plan (KS) 1,313 · 0 off
- Incora Savings and Investment Plan (TX) 1,313 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.