401(k) · DOL Form 5500 · 2024

Slocum-Dickson Medical Group, PLLC 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
461
Participants Below avg headcount
89th
Percentile by assets National rank
$189,043
Avg per participant Above avg balance/head
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Official DOL plan name: Slocum-Dickson Medical Group, PLLC Retirement Plan · Sponsored by Slocum-Dickson Medical Group, PLLC · New York · Healthcare & Social Assistance

$87M in assets, 461 participants

Slocum-Dickson Medical Group, PLLC's Slocum-Dickson Medical Group, PLLC Retirement Plan reported $87M in total assets and 461 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,352 in Healthcare & Social Assistance (16,916 peers)

Where Slocum-Dickson Medical Group, PLLC Retirement Plan sits by assets

Slocum-Dickson Medical Group, PLLC Retirement Plan sits in the top quartile of all filed plans by assets, $87M for 461 participants (~$189,043/participant), down 0.6% in 2024.

#15,352
in Healthcare & Social Assistance (16,916 peers)
-0.6%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $510K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Slocum-Dickson Medical Group, PLLC Retirement Plan's outsized position by total assets

Slocum-Dickson Medical Group, PLLC Retirement Plan vs every filed plan by assets

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

$87,148,608 Top 11% higher than 89% 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

Slocum-Dickson Medical Group, PLLC Retirement Plan 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. Slocum-Dickson Medical Group, PLLC Retirement Plan sits mid-pack in the medium band (461 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Slocum-Dickson Medical Group, PLLC Retirement Plan reported net income fell from $6M in the plan year 2023 filing to -$510K in the plan year 2024 filing.
  • Slocum-Dickson Medical Group, PLLC Retirement Plan reported participants fell from 514 in the plan year 2023 filing to 461 in the plan year 2024 filing.
  • Slocum-Dickson Medical Group, PLLC Retirement Plan end-of-year assets fell from $88M in the plan year 2023 filing to $87M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 200362623 · Slocum-Dickson Medical Group, PLLC PY 2024 · 401(k)

Slocum-Dickson Medical Group, PLLC Retirement Plan · $87M · 461 · 89th

  • SCH $87M
  • EBSA 461
  • PART 89th
  • TYPE 401(k)
  • NET near Plunkett Cooney, P.C. Employees' Profit Sharing Plan
  • BOOK ind #15352

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 →

Slocum-Dickson Medical Group, PLLC Retirement Plan in the asset neighbourhood

Deferred Salary Plan for Employees of Haldor Topsoe, Inc.Deferred Salary Plan for Emp…$87MScholle Corporation Employees' 401(k) Savings PlanScholle Corporation Employee…$87MSlocum-Dickson Medical Group, PLLC Retirement PlanSlocum-Dickson Medical Group…$87MPlunkett Cooney, P.C. Employees' Profit Sharing PlanPlunkett Cooney, P.C. Employ…$87MEquity Lifestyle Properties, Inc. Retirement Savings PlanEquity Lifestyle Properties,…$87M
End-of-year total assets ($M) among Slocum-Dickson Medical Group, PLLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$87M
Net Income-$510K
Employer EIN200362623
Plan Effective Date1978-10-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Slocum-Dickson Medical Group, PLLC)

Sponsor-wide plan assets over time

All Slocum-Dickson Medical Group, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$87M 7.026339203657036% vs 2022
2024 filing year
$80M$82M$84M$86M$88M$90M 202220232024 $81.4M $87.2M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 525 $81M
2023 1 514 $88M
2024 1 461 $87M

Nearby 401(k) Plans in New York

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

Slocum-Dickson Medical Group, PLLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Slocum-Dickson Medical Group, PLLC Retirement Plan, Total assets ($B): 0.087148608 · Participants: 461Slocum-Dickson Medical Group, PLLC Retirement 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
Slocum-Dickson Medical Group, PLLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Slocum-Dickson Medical Group, PLLC Retirement Plan side-by-side with 3 peers →

Slocum-Dickson Medical Group, PLLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Plunkett Cooney, P.C. Employees' Profit Sharing Plan in MI ($87M); by covered participants it is Brady's Welding & Machine Shop 401(k) Plan in OK (461 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (461 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 Slocum-Dickson Medical Group, PLLC Retirement Plan assets move in 2024? ▼
Slocum-Dickson Medical Group, PLLC Retirement Plan held essentially flat - down 0.6% during 2024, from $88M to $87M. Reported net income was -$510K.
How have Slocum-Dickson Medical Group, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Slocum-Dickson Medical Group, PLLC's sponsor-wide assets grew 7.0%, from $81M to $87M.
Where does Slocum-Dickson Medical Group, PLLC Retirement Plan rank by assets among Form 5500 filers? ▼
Slocum-Dickson Medical Group, PLLC Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Slocum-Dickson Medical Group, PLLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plunkett Cooney, P.C. Employees' Profit Sharing Plan in MI ($87M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Slocum-Dickson Medical Group, PLLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brady's Welding & Machine Shop 401(k) Plan in OK (461 participants, $14M 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 200362623.

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.