Back to filter
Original filing (PDF)20260217173012NAL0006396401001
MARK TOBAK, MD PC
Form 5500-SF
FILING_RECEIVED
MARK TOBAK, MD PC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.0 mo
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
85
/ 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
88
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.0 months past the 10.5-month grace window.
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 TOBAK, MD PC.
Plan sponsor
Name
MARK TOBAK, MD PC
EIN
86-1121270
Address
1600 HARRISON AVENUE, SUITE 105A · MAMARONECK, NY · 10543
Phone
(914) 698-3018
Industry
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
2026-02-17
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 Health Care & Social Assistance plans
PROFESSIONAL CARE SERVICES
PROFESSIONAL CARE SERVICES 403(B) PLAN
$3.5M · 155 participants
LAWRENCE KERNS, M.D. & ASSOCIATES, S.C.
LAWRENCE KERNS, M.D. & ASSOCIATES, S.C. PROFIT SHARING PLAN & TRUST
$3.5M · 8 participants
MAXIMA THERAPY AND SPEECH CLINIC, INC.
MAXIMA THERAPY AND SPEECH CLINIC, INC. DEFINED BENEFIT PENSION PLAN
$3.5M · 31 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
CLINICAL PERFUSION SYSTEMS, INC.
CLINICAL PERFUSION SYSTEMS 401(K) PLAN
$3.5M · 10 participants
NORTHSHORE PSYCHOLOGICAL ASSOCIATES
NORTHSHORE PSYCHOLOGICAL ASSOCIATES PROFIT SHARING PLAN
$3.5M · 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