Back to filter
Original filing (PDF)20251008121350NAL0013352050002
RON K WOLNER MD
Form 5500-SF
FILING_RECEIVED
RON K WOLNER MD FIDELITY RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
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 RON K WOLNER MD.
Plan sponsor
Name
RON K WOLNER MD
EIN
14-1671821
Address
2 TOWER PLACE, EXECUTIVE PARK NORTH · ALBANY, NY · 12203
Phone
(518) 482-3169
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
RON K WOLNER
EIN
14-1671821
City
ALBANY, NY
Phone
(518) 482-3169
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
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 Health Care & Social Assistance plans
NORTHLAND NEUROLOGY AND MYOLOGY, PA
NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN
$3.5M · 4 participants
GULDMANN, INC.
GULDMANN, INC. 401(K) PLAN
$3.5M · 75 participants
ARCADIA PSYCHIATRY
ARCADIA PSYCHIATRY RETIREMENT PLAN
$3.4M · 3 participants
CLINICAL PERFUSION SYSTEMS, INC.
CLINICAL PERFUSION SYSTEMS 401(K) PLAN
$3.5M · 10 participants
RAVINDRA K. MEHTA, M.D 401(K) PROFIT SHARING PLA
RAVINDRA K. MEHTA, M.D 401(K) PROFIT SHARING PLAN
$3.5M · 5 participants
LAWRENCE KERNS, M.D. & ASSOCIATES, S.C.
LAWRENCE KERNS, M.D. & ASSOCIATES, S.C. PROFIT SHARING PLAN & TRUST
$3.5M · 8 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