401(k) · DOL Form 5500 · 2024

Psychotherapeutic Evaluational Programs, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
148
Participants Small participant base
60th
Percentile by assets National rank
$81,569
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Psychotherapeutic 401(k) Profit Sharing Plan and Trust · Sponsored by Psychotherapeutic Evaluational Programs, Inc. · New York · Educational Services

$12M in assets, 148 participants

Psychotherapeutic Evaluational Programs, Inc.'s Psychotherapeutic 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,553 in Educational Services (3,638 peers)

Coverage in New York

Psychotherapeutic 401(k) Profit Sharing Plan and Trust covers 148 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $12M.

#1,553
in Educational Services (3,638 peers)
+39.6%
assets growth YoY

Psychotherapeutic 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Educational Services and all filers

Psychotherapeutic 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$12,072,264 Top 40% higher than 60% 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

Psychotherapeutic 401(k) Profit Sharing Plan and 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. Psychotherapeutic 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Psychotherapeutic 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Psychotherapeutic 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Psychotherapeutic 401(k) Profit Sharing Plan and Trust reported participants rose from 128 in the plan year 2023 filing to 148 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 113080875 · Psychotherapeutic Evaluational Programs, Inc. PY 2024 · 401(k)

Psychotherapeutic 401(k) Profit Sharing Plan and Trust · $12M · 148 · 60th

  • VS-ST $12M
  • VS-ST 148
  • VS-ST 60th
  • VS-ST 401(k)
  • VS-ST near Health Group Management, LLC 401(k) Plan
  • VS-ST ind #1553

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 Educational Services retirement plans → · Plans in New York →

Psychotherapeutic 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Psychotherapeutic 401(k) Profit Sharing Plan and TrustPsychotherapeutic 401(k) Pro…$12MHealth Group Management, LLC 401(k) PlanHealth Group Management, LLC…$12MVis LLC 401(k) Savings Plan$12MProfit Sharing 401(k) Plan for Employees of Continental Web Press, Inc.Profit Sharing 401(k) Plan f…$12MImperial 401(k) Plan$12M
End-of-year total assets ($M) among Psychotherapeutic 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN113080875
Plan Effective Date1998-09-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Psychotherapeutic Evaluational Programs, Inc.)

Sponsor-wide plan assets over time

All Psychotherapeutic Evaluational Programs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 82.95267521518292% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.6M $12.1M ▲ +82.9%
Year Plans Participants Total Assets
2022 1 120 $7M
2023 1 128 $9M
2024 1 148 $12M

Nearby 401(k) Plans in New York

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

Psychotherapeutic 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Psychotherapeutic 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.012072264 · Participants: 148Psychotherapeutic 401(k) Profit Sharing Plan and TrustIBM 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
Psychotherapeutic 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants

Psychotherapeutic 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Health Group Management, LLC 401(k) Plan in CA ($12M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Psychotherapeutic 401(k) Profit Sharing Plan and Trust assets move in 2024?
Psychotherapeutic 401(k) Profit Sharing Plan and Trust surged - up 39.6% during 2024, from $9M to $12M. Reported net income was $3M.
How have Psychotherapeutic Evaluational Programs, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Psychotherapeutic Evaluational Programs, Inc.'s sponsor-wide assets grew 83.0%, from $7M to $12M.
Which 401(k) plans are similar in size to Psychotherapeutic 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Health Group Management, LLC 401(k) Plan in CA ($12M, 1,830 participants).
Which 401(k) plans cover a similar participant headcount to Psychotherapeutic 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Contentful 401(k) Plan in CO (148 participants, $8M in assets).