Back to filter
Original filing (PDF)20250930035406NAL0012783872001
BERNARD M. KRUGER, MD PC
Form 5500-SF
FILING_RECEIVED
BERNARD KRUGER, MD, PC PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERNARD M. KRUGER, MD PC.
Plan sponsor
Name
BERNARD M. KRUGER, MD PC
EIN
13-3074174
Address
115 CENTRAL PARK WEST · APT 12G · NEW YORK, NY · 10023
Phone
(212) 790-5769
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
RES PHYSICAL MEDICINE & REHABILITATION SERVICES, PC
RES PHYSICAL MEDICINE & REHABILITATION SERVICES PENSION PLAN
$3.6M · 22 participants
THE PEDIATRIC CLINIC, P.A.
THE PEDIATRIC CLINIC, P.A. PROFIT SHARING PLAN
$3.6M · 27 participants
SHETH MD PA
SHETH MD PA PROFIT SHARING PENSION PLAN
$3.6M · 70 participants
DAYTON FAMILY PRACTICE ASSOCIATES, INC.
DAYTON FAMILY PRACTICE ASSOCIATES, INC. 401K PLAN
$3.6M · 9 participants
PEDIATRIC PARTNERS OF NKY P.S.C.
PEDIATRIC PARTNERS OF NKY P.S.C. 401(K) PLAN
$3.6M · 20 participants
TOKS AKINYEYE, M.D., P.A.
TOKS AKINYEYE, M.D., P.A. 401(K) PROFIT SHARING PLAN
$3.6M · 3 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
