Back to filter
Original filing (PDF)20250605083245NAL0019996640001
MARK WEIGLE, MD, PC
Form 5500-SF
FILING_RECEIVED
MARK WEIGLE, MD, PC 401(K) P/S PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
7
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
86
/ 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
80
Knocking points off
- 64% balance-to-active ratio — below typical for a healthy 401(k).
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 MARK WEIGLE, MD, PC.
Plan sponsor
Name
MARK WEIGLE, MD, PC
EIN
64-0963670
Address
140 A LOCKWOOD AVE. · SUITE 2 · NEW ROCHELLE, NY · 10801
Phone
(914) 636-4466
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
2025-06-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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
SALEEM MAHMOOD, M.D., P.C.
SALEEM MAHMOOD, M.D., P.C. DEFINED BENEFIT PLAN
$2.4M · 4 participants
KYLE B. VAN BROCKLIN, DMD, MS, A PC
KYLE B. VAN BROCKLIN, D.M.D., M.S., A P.C. PROFIT SHARING 401K PLAN
$2.4M · 4 participants
BIRMINGHAM GASTROENTEROLOGY ASSOCIATES PC
BIRMINGHAM GASTROENTEROLOGY ASSOCIATES PC CASH BALANCE PLAN
$2.4M · 63 participants
P.R.I.M.A. INC.
P.R.I.M.A. INC 401(K) RETIREMENT PLAN
$2.4M · 12 participants
SEWELL DENTAL DESIGNS
SEWELL DENTAL DESIGNS 401(K) PLAN
$2.4M · 10 participants
THE ZUKOWSKI CENTER FOR COSMETIC PLASTIC SURGERY
THE ZUKOWSKI CENTER FOR COSMETIC PLASTIC SURGERY DEFINED BENEFIT PENSION PLAN AND TRUST
$2.4M · 4 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