Back to filter
Original filing (PDF)20250814140516NAL0028066498001
STEPHEN W. REX, M.D., PLLC
Form 5500-SF
FILING_RECEIVED
STEPHEN W. REX, M.D., PLLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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 STEPHEN W. REX, M.D., PLLC.
Plan sponsor
Name
STEPHEN W. REX, M.D., PLLC
EIN
45-4402755
Address
8101 HINSON FARM ROAD, SUITE 415 · ALEXANDRIA, VA · 22306
Phone
(703) 799-9695
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
2025-08-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
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
SAMI DAGHER MD, P.A.
SAMI DAGHER MD, P.A. CASH BALANCE PLAN
$2.9M · 4 participants
PETER J. MANDELL, M.D., APC
PETER J. MANDELL, M.D., PROFIT SHARING PLAN
$2.9M · 3 participants
BLUE RIDGE PULMONARY MEDICINE, P.C.
BLUE RIDGE PULMONARY MEDICINE, P.C. 401-K PLAN
$2.9M · 13 participants
ELBA M. PACHECO, MD, LLC
ELBA M. PACHECO MD, LLC 401(K) PLAN
$2.9M · 5 participants
GRETNA FAMILY HEALTH, P.C.
GRETNA FAMILY HEALTH, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN
$2.9M · 12 participants
FORT SMITH RHEUMATOLOGY, PC
FORT SMITH RHEUMATOLOGY, PC DEFINED BENEFIT PENSION PLAN
$2.9M · 6 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B