Back to filter
Original filing (PDF)20250709081405NAL0005439201001
STEWART A. LEVINE, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
STEWART A. LEVINE, M.D., P.C. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
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 STEWART A. LEVINE, M.D., P.C..
Plan sponsor
Name
STEWART A. LEVINE, M.D., P.C.
EIN
26-3326864
Address
26-34 BELL BOULEVARD · BAYSIDE, NY · 11360
Phone
(718) 428-2020
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
CAROLINAS CENTER FOR ADVANCED MANAGEMENT OF PAIN, P.A.
CAROLINAS CENTER FOR ADVANCED MANAGEMENT OF PAIN PROFIT SHARING PLAN
$4.2M · 33 participants
CHESAPEAKE PEDIATRIC & ADOLESCENT ASSOCIATES, PA
CHESAPEAKE PEDIATRIC & ADOLESCENT ASSOCIATES, PA 401K PLAN
$4.2M · 25 participants
COMPREHENSIVE WOMEN'S HEALTHCARE, LLC
COMPREHENSIVE WOMENS HEALTHCARE 401(K) PLAN
$4.2M · 17 participants
ORTHOPAEDIC ASSOCIATES MEDICAL CLINIC, INC.
ORTHOPAEDIC ASSOCIATES MEDICAL CLINIC, INC. 401K PROFIT SHARING PLAN
$4.2M · 43 participants
JOSHUA L. WEISS, MD ASSOCIATED
WEISS RETIREMENT PLAN
$4.2M · 7 participants
VASCULAR SURGERY ASSOCIATES, PLLC
VASCULAR SURGERY ASSOCIATES, PLLC RETIREMENT SAVINGS PLAN
$4.2M · 16 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