401(k) · DOL Form 5500 · 2022

Pottstown Medical Specialists, Inc 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
144
Participants Small participant base
80th
Percentile by assets National rank
$166,020
Avg per participant Above avg balance/head
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Official DOL plan name: Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan · Sponsored by Pottstown Medical Specialists, Inc · Pennsylvania · Healthcare & Social Assistance

$24M in assets, 144 participants

Pottstown Medical Specialists, Inc's Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan reported $24M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,634 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan covers 144 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.

#16,634
in Healthcare & Social Assistance (20,060 peers)
-23.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan's outsized position by total assets

Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan vs every filed plan by assets

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

$23,906,886 Top 20% higher than 80% 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

Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan sits mid-pack in the medium band (144 participants).

DOL schedule card

Filing strip 232067171 · Pottstown Medical Specialists, Inc PY 2022 · 401(k)

Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan · $24M · 144 · 80th

  • PHOTO $24M
  • IND 144
  • EOY 80th
  • 5500 401(k)
  • ASSETS near Aero Precision Holdings Retirement Savings Plan
  • PCT ind #16634

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan in the asset neighbourhood

Pottstown Medical Specialists, Inc Profit Sharing 401(k) PlanPottstown Medical Specialist…$24MAero Precision Holdings Retirement Savings PlanAero Precision Holdings Reti…$24MP E Systems, Inc. 401(k) and Profit Sharing PlanP E Systems, Inc. 401(k) and…$24MS.L. Nusbaum Realty Co. & Nmc 401(k) PlanS.L. Nusbaum Realty Co. & Nm…$24MShake Shack Retirement Plan$24M
End-of-year total assets ($M) among Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$24M
Net Income-$7M
Employer EIN232067171
Plan Effective Date1978-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pottstown Medical Specialists, Inc)

Sponsor-wide plan assets over time

All Pottstown Medical Specialists, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.02234946031867% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.9M $30.9M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 144 $24M
2023 1 147 $27M
2024 1 149 $31M

Nearby 401(k) Plans in Pennsylvania

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

Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan, Total assets ($B): 0.023906886 · Participants: 144Pottstown Medical Specialists, Inc Profit Sharing 401(k) 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
Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan side-by-side with 3 peers →

Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Aero Precision Holdings Retirement Savings Plan in FL ($24M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan assets move in 2022? ▼
Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan declined sharply - down 23.5% during 2022, from $31M to $24M. Reported net income was -$7M.
How have Pottstown Medical Specialists, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pottstown Medical Specialists, Inc's sponsor-wide assets grew 29.0%, from $24M to $31M.
Where does Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aero Precision Holdings Retirement Savings Plan in FL ($24M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (144 participants, $30K 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 232067171.

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.