401(k) · DOL Form 5500 · 2024

Zvi Alpern, M.D. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
41st
Percentile by assets National rank
$4.7M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan · Sponsored by Zvi Alpern, M.D. · New York · Healthcare & Social Assistance

$5M in assets, 1 participants

Zvi Alpern, M.D.'s Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan reported $5M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,389 in Healthcare & Social Assistance (16,916 peers)

Zvi Alpern, M.D. multi-year trail

Zvi Alpern, M.D.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan at $5M / 1 participant.

#7,389
in Healthcare & Social Assistance (16,916 peers)
+5.7%
assets growth YoY

Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan vs every filed plan by assets

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

$4,713,417 41st percentile higher than 41% 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

Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan reported net income rose from $214K in the plan year 2023 filing to $256K in the plan year 2024 filing.
  • Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 112755958 · Zvi Alpern, M.D. PY 2024 · 401(k)

Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan · $5M · 1 · 41st

  • ASSETS $5M
  • PCT 1
  • EIN 41st
  • RANK 401(k)
  • PHOTO near Robert Resources, L.L.C. Retirement Plan and Trust
  • IND ind #7389

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 →

Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan in the asset neighbourhood

Zvi Alpern, M.D. Salary Deferral and Profit Sharing PlanZvi Alpern, M.D. Salary Defe…$5MRobert Resources, L.L.C. Retirement Plan and TrustRobert Resources, L.L.C. Ret…$5MMdp Engineering Group, P.C. 401(k) PlanMdp Engineering Group, P.C. …$5MWhiteley Technical Services, Ll 401(k) PlanWhiteley Technical Services,…$5MPremier Roofing Company 401(k) PlanPremier Roofing Company 401(…$5M
End-of-year total assets ($M) among Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Zvi Alpern, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Zvi Alpern, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 12.716112769273336% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M$4.8M 202220232024 $4.18M $4.71M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 1 $4M
2023 1 2 $4M
2024 1 1 $5M

Zvi Alpern, M.D. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$256K
Employer EIN112755958
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan, Total assets ($B): 0.004713417 · Participants: 1Zvi Alpern, M.D. Salary Deferral and Profit Sharing PlanIBM 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
Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan side-by-side with 3 peers →

Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Robert Resources, L.L.C. Retirement Plan and Trust in LA ($5M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan assets move in 2024? ▼
Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan grew at a solid clip - up 5.7% during 2024, from $4M to $5M. Reported net income was $256K.
How have Zvi Alpern, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zvi Alpern, M.D.'s sponsor-wide assets grew 12.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert Resources, L.L.C. Retirement Plan and Trust in LA ($5M, 370 participants).
Which 401(k) plans cover a similar participant headcount to Zvi Alpern, M.D. Salary Deferral and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

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 112755958.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.