Back to filter
Original filing (PDF)20250320110340NAL0009688128001
HALIKIOPOULOS OPHTHALMOLOGY, PC
Form 5500-SF
FILING_RECEIVED
HALIKIOPOULOS OPHTHALMOLOGY, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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 HALIKIOPOULOS OPHTHALMOLOGY, PC.
Plan sponsor
Name
HALIKIOPOULOS OPHTHALMOLOGY, PC
EIN
20-1504797
Address
107 NORTHERN BLVD, SUITE 205 · GREAT NECK, NY · 11021
Phone
(516) 466-4670
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
2025-03-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
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
ADVANCED WOMEN'S HEALTH CENTER, INC.
ADVANCED WOMEN'S HEALTH CENTER, INC.401(K)PSP
$1.2M · 7 participants
LON WEINER, MD PC
LON WEINER, MD PC PROFIT SHARING PLAN TRUST
$1.2M · 2 participants
PEDIATRIC HEALTH CARE OF CONYERS
PEDIATRIC HEALTH CARE OF CONYERS 401(K) PLAN
$1.2M · 18 participants
MATTHEW ARNOLD NEONATOLOGY, PLC DBA GRAND TRAVERSE NEONATOLOGY
GRAND TRAVERSE NEONATOLOGY 401(K) PLAN
$1.2M · 2 participants
KARA M KASSAY MD PC
KARA M KASSAY MD PC 401(K) PLAN
$1.2M · 5 participants
CHILDREN FIRST PEDIATRIC CARE PLLC
CHILDREN FIRST PEDIATRIC CARE PLLC DEFINED BENEFIT PLAN
$1.2M · 5 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