401(k) · DOL Form 5500 · 2022

Pennsylvania Medical Society 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
76
Participants Small participant base
72nd
Percentile by assets National rank
$186,374
Avg per participant Above avg balance/head
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Official DOL plan name: Pennsylvania Medical Society 401(k) Retirement Savings Plan · Sponsored by Pennsylvania Medical Society · Pennsylvania · Other Services

$14M in assets, 76 participants

Pennsylvania Medical Society's Pennsylvania Medical Society 401(k) Retirement Savings Plan reported $14M in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,040 in Other Services (8,398 peers)

Pennsylvania Medical Society multi-year trail

Pennsylvania Medical Society's plans moved -61.3% in assets from 2022 to 2024; this filing shows Pennsylvania Medical Society 401(k) Retirement Savings Plan at $14M / 76 participants.

#7,040
in Other Services (8,398 peers)
-15.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pennsylvania Medical Society 401(k) Retirement Savings Plan's outsized position by total assets

Pennsylvania Medical Society 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,164,399 Top 28% higher than 72% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pennsylvania Medical Society 401(k) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pennsylvania Medical Society 401(k) Retirement Savings Plan is a small filing (76 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 231570227 · Pennsylvania Medical Society PY 2022 · 401(k)

Pennsylvania Medical Society 401(k) Retirement Savings Plan · $14M · 76 · 72nd

  • SCH $14M
  • EBSA 76
  • PART 72nd
  • TYPE 401(k)
  • NET near Red Development LLC 401(k) Profit Sharing Plan
  • BOOK ind #7040

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Pennsylvania →

Pennsylvania Medical Society 401(k) Retirement Savings Plan in the asset neighbourhood

Flotek Industries, Inc. 401(k) PlanFlotek Industries, Inc. 401(…$14MJva, Inc. Profit-Sharing Plan and TrustJva, Inc. Profit-Sharing Pla…$14MPennsylvania Medical Society 401(k) Retirement Savings PlanPennsylvania Medical Society…$14MRed Development LLC 401(k) Profit Sharing PlanRed Development LLC 401(k) P…$14MThe Way International 401(k) Savings PlanThe Way International 401(k)…$14M
End-of-year total assets ($M) among Pennsylvania Medical Society 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania Medical Society multi-year asset trail

Sponsor-wide plan assets over time

All Pennsylvania Medical Society plans reported in each filing year

Latest sponsor-wide plan assets
$18M 61.325526095426966% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $46M $17.8M ▼ -61.3%
Year Plans Participants Total Assets
2022 2 92 $46M
2023 2 94 $16M
2024 1 86 $18M

Pennsylvania Medical Society filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN231570227
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pennsylvania Medical Society 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pennsylvania Medical Society 401(k) Retirement Savings Plan, Total assets ($B): 0.014164399 · Participants: 76Pennsylvania Medical Society 401(k) Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Pennsylvania Medical Society 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pennsylvania Medical Society 401(k) Retirement Savings Plan side-by-side with 3 peers →

Pennsylvania Medical Society 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Red Development LLC 401(k) Profit Sharing Plan in AZ ($14M); by covered participants it is Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust in CA (76 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pennsylvania Medical Society 401(k) Retirement Savings Plan assets move in 2022? ▼
Pennsylvania Medical Society 401(k) Retirement Savings Plan declined sharply - down 15.5% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Pennsylvania Medical Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania Medical Society's sponsor-wide assets declined 61.3%, from $46M to $18M.
Which 401(k) plans are similar in size to Pennsylvania Medical Society 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Red Development LLC 401(k) Profit Sharing Plan in AZ ($14M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Pennsylvania Medical Society 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust in CA (76 participants, $590K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231570227.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.