401(k) ยท DOL Form 5500 ยท 2024

Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan

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

$8M
Total assets
79
Participants
23th
Percentile by assets

Sponsored by Margiotti & Kroll Pediatrics, P.C. ยท Pennsylvania ยท Healthcare & Social Assistance

What the 2024 filing shows

Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan holds $8M for 79 participants - about $102,442 per participant, among the smaller plans by assets on file, up 4.5% over the 2024 plan year.

$8M
total plan assets (2024 EOY)
79
covered participants
23th
percentile by assets (of 67,083 plans)
$102,442
avg assets per participant
Total Assets (2023)
$8M
Participants
79
State
Industry
Healthcare & Social Assistance

What the Filing Says About Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan

Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Margiotti & Kroll Pediatrics, P.C., headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 79 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 233045289, and the plan has been effective since 2001-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2024 to $8M at year-end - a gain of 4.5%. Net assets (after liabilities) closed the year at $8M, with reported net income of $349K 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, 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)$8M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$349K
Plan Type401(k)
Employer EIN233045289
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Margiotti & Kroll Pediatrics, P.C.)

Year Plans Participants Total Assets
2022 1 89 $6M
2023 1 90 $8M
2024 1 79 $8M

Nearby 401(k) Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan?
As of the 2024 Form 5500 filing, Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan holds $8M in total assets with 79 participants. It is sponsored by Margiotti & Kroll Pediatrics, P.C..
What type of plan is Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan?
Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2001-04-01. The plan is filed with the U.S. Department of Labor under EIN 233045289.
Who sponsors the Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan?
Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan is sponsored by Margiotti & Kroll Pediatrics, P.C., located in Pennsylvania. The sponsor's EIN is 233045289 and the plan operates in the Healthcare & Social Assistance industry.
How did Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan perform in 2024?
Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan grew by 4.5% during 2024, moving from $8M to $8M in total assets. Net income was $349K.
Where can I find official filings for Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 233045289 or plan name at efast.dol.gov.
How does Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan compare to other plans?
You can compare Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

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) - original filing retrieval by EIN 233045289.

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

Reference: IRS Publication 590-B, 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.