401(k) · DOL Form 5500 · 2024
Premier Medical Group of the Hudson Valley, PC 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 180
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $168,339
- Avg per participant Above avg balance/head
Official DOL plan name: Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust · Sponsored by Premier Medical Group of the Hudson Valley, PC · New York · Healthcare & Social Assistance
$30M in assets, 180 participants
Premier Medical Group of the Hudson Valley, PC's Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust reported $30M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #13,667 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust covers 180 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $30M.
- #13,667
- in Healthcare & Social Assistance (16,916 peers)
- +14.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,301,030 Top 23% higher than 77% 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
Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust 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. Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (180 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust reported participants rose from 163 in the plan year 2023 filing to 180 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 141536357 · Premier Medical Group of the Hudson Valley, PC PY 2024 · 401(k)
Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust · $30M · 180 · 77th
- EIN $30M
- EIN 180
- EIN 77th
- EIN 401(k)
- EIN near Cascade Dafo, Inc. 401(k) Profit Sharing Plan
- EIN ind #13667
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 →
Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 141536357 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Premier Medical Group of the Hudson Valley, PC)
Sponsor-wide plan assets over time
All Premier Medical Group of the Hudson Valley, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 161.82276005334148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 242 | $39M |
| 2023 | 3 | 356 | $63M |
| 2024 | 4 | 471 | $101M |
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
Premier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Cascade Dafo, Inc. 401(k) Profit Sharing Plan in WA ($30M); by covered participants it is Costello, Inc. 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (180 participants); asset peers above are excluded.
- Costello, Inc. 401(k) Plan (TX) 180 · 0 off
- Foundation for Educational Services, Inc. 401(k) Plan (NE) 180 · 0 off
- Arl Bio Pharma, Inc./Dna Solutions, Inc. 401(k) Savings Plan (OK) 180 · 0 off
- Murcor, Inc. 401(k) Profit Sharing Plan (CA) 180 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.