401(k) · DOL Form 5500 · 2023
Philadelphia Health Associates-Adult Medicine, PC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $406,803
- Avg per participant High balance/head
Official DOL plan name: Philadelphia Health Associates-Adult Medicine, PC 401(k) Plan · Sponsored by Philadelphia Health Associates-Adult Medicine, PC · Pennsylvania · Healthcare & Social Assistance
$2M in assets, 5 participants
Philadelphia Health Associates-Adult Medicine, PC's Philadelphia Health Associates-Adult Medicine, PC 401(k) Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,180 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Philadelphia Health Associates-Adult Medicine, PC 401(k) Plan declined sharply 19.0% in 2023 ($3M → $2M) for 5 participants.
- #5,180
- in Healthcare & Social Assistance (17,684 peers)
- -19.0%
- assets change YoY
The plan reported a net loss of $476K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Philadelphia Health Associates-Adult Medicine, PC 401(k) Plan among the smaller filed plans by assets
Philadelphia Health Associates-Adult Medicine, PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,034,014 31st percentile higher than 31% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Philadelphia Health Associates-Adult Medicine, PC 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philadelphia Health Associates-Adult Medicine, PC 401(k) Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Philadelphia Health Associates-Adult Medicine, PC 401(k) Plan reported net income rose from -$678K in the plan year 2022 filing to -$476K in the plan year 2023 filing.
- Philadelphia Health Associates-Adult Medicine, PC 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 233061051 · Philadelphia Health Associates-Adult Medicine, PC PY 2023 · 401(k)
Philadelphia Health Associates-Adult Medicine, PC 401(k) Plan · $2M · 5 · 31st
- EIN $2M
- RANK 5
- PHOTO 31st
- IND 401(k)
- EOY near Saturn Petcare Inc - 401(k)
- 5500 ind #5180
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 →
Philadelphia Health Associates-Adult Medicine, PC 401(k) Plan in the asset neighbourhood
Philadelphia Health Associates-Adult Medicine, PC years around the 2023 move
Sponsor-wide plan assets over time
All Philadelphia Health Associates-Adult Medicine, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 4.073212157721927% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$476K |
| Employer EIN | 233061051 |
| Plan Effective Date | 2002-04-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Philadelphia Health Associates-Adult Medicine, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Saturn Petcare Inc - 401(k) in IN ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Saturn Petcare Inc - 401(k) (IN) $2M · 176
- 35 Thousand Inc 401(k) Plan (TX) $2M · 3
- Diamond Chemical Co., Inc. Employee Retirement Plan (NJ) $2M · 97
- Fscx, Inc. 401(k) Plan (OK) $2M · 99
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.