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
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
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.
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
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 113080875 |
| Plan Effective Date | 1998-09-14 |
| Filing Status | FILING 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
| 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.
- 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
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).
- Health Group Management, LLC 401(k) Plan (CA) $12M · 1,830
- Vis LLC 401(k) Savings Plan (SC) $12M · 189
- Profit Sharing 401(k) Plan for Employees of Continental Web Press, Inc. (IL) $12M · 106
- Imperial 401(k) Plan (MO) $12M · 527
Similar participant headcount
Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.
- Contentful 401(k) Plan (CO) 148 · 0 off
- Woodpeckers LLC 401(k) Plan (OH) 148 · 0 off
- Dee King Trucking 401(k) Plan (TX) 148 · 0 off
- Evidation Health 401(k) Plan (CA) 148 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.