Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
STUART R. WINTHROP, M.D., INC.
EIN 95-3556878Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
STUART R. WINTHROP, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
STUART R WINTHROP MD INC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$957K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | STUART R. WINTHROP, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 6 | 2025 | |
| 003 | STUART R WINTHROP MD INC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $957K | 12 | 2025 |
Retirement plans