Retirement plan

HEMATOLOGY ONCOLOGY PHYSICIANS OF ENGLEWOOD, P.A. 401(K) PLAN

Name: HEMATOLOGY ONCOLOGY PHYSICIANS OF ENGLEWOOD, P.A. - HEMATOLOGY ONCOLOGY PHYSICIANS OF ENGLEWOOD, P.A. 401(K) PLAN (2025) Form 5500
Creator: HEMATOLOGY ONCOLOGY PHYSICIANS OF ENGLEWOOD, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEMATOLOGY ONCOLOGY PHYSICIANS OF ENGLEWOOD, P.A. 401(K) PLAN, HEMATOLOGY ONCOLOGY PHYSICIANS OF ENGLEWOOD, P.A.

HEMATOLOGY ONCOLOGY PHYSICIANS OF ENGLEWOOD, P.A.EIN 22-2019177Plan #002PY 2025

350 ENGLE ST 1ST FLOOR - ENGLEWOOD, NJ 07631201-568-5250englewoodhealthphysicians.orgLinkedIn11-50 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$9.3M

+17.7% from 2024

Total participants

+3.6% from 2024

Average account balance

$166,838

+5.1% from 2024

Annual return

11.75%

-11.75 pp from 2024

Benchmarks

See 15,542 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,542 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.34M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$167K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

101.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$505K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.75%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1322

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2H2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$74K

$1346 / participant

Other / not subdivided$74K100.0%

% of EOY assets

0.792%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$166,838

$76,407+118.4%

$150,298+11.0%

$82,448+102.4%

Participation rate

96.4%

66.4%+30.0pp

77.8%+18.6pp

68.1%+28.3pp

Annual return

11.75%

39.99%-28.2pp

62.79%-51.0pp

41.64%-29.9pp

Employer contribution / active EE

$2,662

$2,614+1.8%

$4,154-35.9%

$2,551+4.4%

Participant deferral / active EE

$6,527

$3,214+103.1%

$5,453+19.7%

$4,139+57.7%

Admin fee / account holder

$1,322

$6,352-79.2%

$14,116-90.6%

$7,234-81.7%

HEMATOLOGY ONCOLOGY PHYSICIANS OF ENGLEWOOD, P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEMATOLOGY ONCOLOGY PHYSICIANS OF ENGLEWOOD, P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion