401(k) · DOL Form 5500 · 2023

Pennsylvania Medical Society 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
78
Participants Small participant base
68th
Percentile by assets National rank
$203,121
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

$16M in assets, 78 participants

Pennsylvania Medical Society's Pennsylvania Medical Society 401(k) Retirement Savings Plan reported $16M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,468 in Other Services (7,857 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 $16M / 78 participants.

#6,468
in Other Services (7,857 peers)
+11.9%
assets growth YoY

The plan reported a net loss of $847K 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 2023 · DOL Form 5500

$15,843,438 Top 32% higher than 68% of 127,068 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 2023

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

Plan-year 2023 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 (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pennsylvania Medical Society 401(k) Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to -$847K in the plan year 2023 filing.
  • Pennsylvania Medical Society 401(k) Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Pennsylvania Medical Society 401(k) Retirement Savings Plan reported participants rose from 76 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231570227 · Pennsylvania Medical Society PY 2023 · 401(k)

Pennsylvania Medical Society 401(k) Retirement Savings Plan · $16M · 78 · 68th

  • 5500 $16M
  • ASSETS 78
  • PCT 68th
  • EIN 401(k)
  • RANK near Truecourse 401(k) Pooled Employer Plan
  • PHOTO ind #6468

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

Pennsylvania Medical Society 401(k) Retirement Savings PlanPennsylvania Medical Society…$16MTruecourse 401(k) Pooled Employer PlanTruecourse 401(k) Pooled Emp…$16MMeadows Bank 401(k) Retirement PlanMeadows Bank 401(k) Retireme…$16MR.W. Troxell & Company 401(k) Profit Sharing PlanR.W. Troxell & Company 401(k…$16MGoldman & Associated Companies Employees Profit Sharing Plan & TrustGoldman & Associated Compani…$16M
End-of-year total assets ($M) among Pennsylvania Medical Society 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income-$847K
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. -50000050000100000 -505101520 Total assets ($B) Participants Pennsylvania Medical Society 401(k) Retirement Savings Plan, Total assets ($B): 0.015843438 · Participants: 78Pennsylvania Medical Society 401(k) Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The 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 Truecourse 401(k) Pooled Employer Plan in CA ($16M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Pennsylvania Medical Society 401(k) Retirement Savings Plan grew at a solid clip - up 11.9% during 2023, from $14M to $16M. Reported net income was -$847K.
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 Truecourse 401(k) Pooled Employer Plan in CA ($16M, 1,108 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 Rasi 401(k) Plan in CO (78 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.