· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JEFFREY M. RUBIN, O.D., P.C. — JEFFREY M. RUBIN, O.D., P.C. PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250710054935NAL0014392194001
JEFFREY M. RUBIN, O.D., P.C.
Form 5500-SF
FILING_RECEIVED
JEFFREY M. RUBIN, O.D., P.C. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
9
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEFFREY M. RUBIN, O.D., P.C.
.
Find decision makers
Plan sponsor
Name
JEFFREY M. RUBIN, O.D., P.C.
EIN
13-3196220
Address
67 MICHAEL ROBERTS CT. · PEARL RIVER, NJ · 10965
Phone
(845) 623-3500
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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 providers
Related plans
Similar-size Health Care & Social Assistance plans
FAMILY EYE CARE SERVICES P A
FAMILY EYE CARE SERVICES P A 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 38 participants
ANIMAS EYE CARE, P.C.
ANIMAS EYE CARE, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN
$1.8M · 5 participants
SIGHT IMPROVEMENT CENTER, INC.
SIGHT IMPROVEMENT CENTER 401(K) P/S PLAN
$1.8M · 3 participants
RALPH A. SWETLOW, LTD.
RALPH A. SWETLOW, LTD. RETIREMENT PLAN
$1.8M · 16 participants
DRS KLINE & BOYD OPTOMETRISTS, PLLC
100
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.
DRS. KLINE & BOYD OPTOMETRISTS, PLLC 401K PLAN
$1.8M · 18 participants
HAMBURG FAMILY EYE CARE
HAMBURG FAMILY EYE CARE 401(K)
$1.8M · 7 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
