· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
IRA BERGMAN, M.D. — IRA BERGMAN, M. D. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010162639NAL0008016689001
IRA BERGMAN, M.D.
Form 5500-SF
FILING_RECEIVED
IRA BERGMAN, M. D. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
IRA BERGMAN, M.D.
.
Find decision makers
Plan sponsor
Name
IRA BERGMAN, M.D.
EIN
13-3977081
Address
1160 PARK AVENUE, SUITE 1E · NEW YORK, NY · 101281212
Phone
(212) 289-4128
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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 Offices of Physicians plans
PREM GOEL, MD
PREM GOEL, MD PROFIT SHARING/MONEY PURCHASE PENSION PLAN
$2.1M · 5 participants
SUNIL K. KAUSHAL, M.D., P.C.
SUNIL K. KAUSHAL, M.D., P.C. 401K NEW COMPARABILITY PROFIT SHARING PLAN
$2.1M · 4 participants
SYED NAQVI, MD, PROF. CORP.
SYED NAQVI, MD 401(K) PROFIT SHARING PLAN
$2.1M · 2 participants
CLEBURNE PEDIATRICS, P.A.
CLEBURNE PEDIATRICS, P.A. 401(K) PROFIT SHARING PLAN
$2.1M · 2 participants
INTEGRATED NEUROLOGY SERVICES
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.
INTEGRATED NEUROLOGY SERVICES 401(K) PLAN
$2.1M · 46 participants
MARYLAND SPINE CENTER CHARTERED
MARYLAND SPINE CENTER, CHARTERED 401(K) PLAN
$2.1M · 7 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
