Back to filter
Original filing (PDF)20251014112748NAL0003780304001
JOHN A. MITAMURA, M.D.
Form 5500-SF
FILING_RECEIVED
JOHN A. MITAMURA, M.D. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
9
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN A. MITAMURA, M.D..
Plan sponsor
Name
JOHN A. MITAMURA, M.D.
EIN
13-3535026
Address
20 BEACON HILL DRIVE · DOBBS FERRY, NY · 10522
Phone
(914) 693-2413
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
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
DORDANEH MALEKI MD, FACP
DORDANEH MALEKI MD, FACP CASH BALANCE PLAN
$2.5M · 4 participants
RICHARD KURTZ, MD
DR. ABIDEEN O. YEKINNI 401(K) PROFIT SHARING PLAN
$2.5M · 5 participants
KENSINGTON OPHTHALMOLOGY PLC
KENSINGTON OPHTHALMOLOGY PLC 401(K) PROFIT SHARING PLAN & TRUST
$2.5M · 11 participants
DR. HARRY L. DOWDY, PA
HARRY LEE DOWDY, PA-PROFIT SHARING PLAN
$2.5M · 1 participants
ROCKY MOUNTAIN PEDIATRIC ANESTHESIOLOGY, PC
ROCKY MTN PEDIATRIC ANESTHESIOLOGY, PC PROFIT-SHARING PLAN
$2.5M · 1 participants
NIAGARA NEPHROLOGY, PC
NIAGARA NEPHROLOGY, PC CASH BALANCE PLAN
$2.5M · 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