Defined Benefit (Pension) · DOL Form 5500 · 2022

Pennsylvania Medical Society Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
16
Participants Small participant base
84th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of the Pennsylvania Medical Society · Sponsored by Pennsylvania Medical Society · Pennsylvania · Other Services

$32M in assets, 16 participants

Pennsylvania Medical Society's Pension Plan of the Pennsylvania Medical Society reported $32M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,719 in Other Services (8,398 peers)

Where Pension Plan of the Pennsylvania Medical Society sits by assets

Pension Plan of the Pennsylvania Medical Society sits in the top quartile of all filed plans by assets, $32M for 16 participants (~$2.0M/participant), down 18.0% in 2022.

#7,719
in Other Services (8,398 peers)
-18.0%
assets change YoY
0.3×
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.

Pension Plan of the Pennsylvania Medical Society's outsized position by total assets

Pension Plan of the Pennsylvania Medical Society vs every filed plan by assets

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

$31,859,048 Top 16% higher than 84% 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

Pension Plan of the Pennsylvania Medical Society among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of the Pennsylvania Medical Society is a small filing (16 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 231570227 · Pennsylvania Medical Society PY 2022 · Defined Benefit (Pension)

Pension Plan of the Pennsylvania Medical Society · $32M · 16 · 84th

  • NET $32M
  • NET 16
  • NET 84th
  • NET Defined Benefit (Pension)
  • NET near Avadian Credit Union Defined Benefit Plan
  • NET ind #7719

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 →

Pension Plan of the Pennsylvania Medical Society in the asset neighbourhood

Iron Range Plumbers & Fitters Retirement Income PlanIron Range Plumbers & Fitter…$32MPension Plan of the Pennsylvania Medical SocietyPension Plan of the Pennsylv…$32MAvadian Credit Union Defined Benefit PlanAvadian Credit Union Defined…$32MThe Summit Federal Credit Union Pension PlanThe Summit Federal Credit Un…$32MNordson Corporation Hourly-Rated Employees Pension PlanNordson Corporation Hourly-R…$32M
End-of-year total assets ($M) among Pension Plan of the Pennsylvania Medical Society and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$32M
Net Income-$7M
Employer EIN231570227
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania Medical Society)

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

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan of the Pennsylvania Medical Society vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pension Plan of the Pennsylvania Medical Society, Total assets ($B): 0.031859048 · Participants: 16Pension Plan of the Pennsylvania Medical SocietyNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Pension Plan of the Pennsylvania Medical Society vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Pension Plan of the Pennsylvania Medical Society side-by-side with 3 peers →

Pension Plan of the Pennsylvania Medical Society's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Avadian Credit Union Defined Benefit Plan in AL ($32M); by covered participants it is Middleburgh Telephone Company Pension Plan in NY (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Pension Plan of the Pennsylvania Medical Society assets move in 2022? ▼
Pension Plan of the Pennsylvania Medical Society declined sharply - down 18.0% during 2022, from $39M to $32M. Reported net income was -$7M.
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.
Where does Pension Plan of the Pennsylvania Medical Society rank by assets among Form 5500 filers? ▼
Pension Plan of the Pennsylvania Medical Society ranks in the 84th 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 Defined Benefit (Pension) plans are similar in size to Pension Plan of the Pennsylvania Medical Society? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Avadian Credit Union Defined Benefit Plan in AL ($32M, 108 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of the Pennsylvania Medical Society? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Middleburgh Telephone Company Pension Plan in NY (16 participants, N/A 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.