Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Pension Plan B of the American College of Physicians, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by American College of Physicians, Inc ยท Pennsylvania ยท Other Services

What the 2023 filing shows

Pension Plan B of the American College of Physicians, Inc. holds $55M for 62 participants - about $894,731 per participant, up 3.5% over the 2023 plan year.

$55M
total plan assets (2023 EOY)
62
covered participants
$894,731
avg assets per participant
+3.5%
assets growth YoY
Total Assets (2023)
$55M
Participants
62
State
Industry
Other Services

What the Filing Says About Pension Plan B of the American College of Physicians, Inc.

Pension Plan B of the American College of Physicians, Inc. is a Defined Benefit (Pension) retirement plan sponsored by American College of Physicians, Inc, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $55M in total end-of-year assets and covers 62 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231520302, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $54M at the beginning of 2023 to $55M at year-end โ€” a gain of 3.5%. Net assets (after liabilities) closed the year at $55M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$54M
Total Assets (End of Year)$55M
Net Assets (End of Year)$55M
Net Income$2M
Plan TypeDefined Benefit (Pension)
Employer EIN231520302
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American College of Physicians, Inc)

Year Plans Participants Total Assets
2022 4 415 $187M
2023 4 412 $203M
2024 4 404 $208M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the Pension Plan B of the American College of Physicians, Inc.?
As of the 2023 Form 5500 filing, Pension Plan B of the American College of Physicians, Inc. holds $55M in total assets with 62 participants. It is sponsored by American College of Physicians, Inc.
What type of plan is Pension Plan B of the American College of Physicians, Inc.?
Pension Plan B of the American College of Physicians, Inc. is a Defined Benefit (Pension) plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 231520302.
Who sponsors the Pension Plan B of the American College of Physicians, Inc.?
Pension Plan B of the American College of Physicians, Inc. is sponsored by American College of Physicians, Inc, located in Pennsylvania. The sponsor's EIN is 231520302 and the plan operates in the Other Services industry.
How did Pension Plan B of the American College of Physicians, Inc. perform in 2023?
Pension Plan B of the American College of Physicians, Inc. grew by 3.5% during 2023, moving from $54M to $55M in total assets. Net income was $2M.
Where can I find official filings for Pension Plan B of the American College of Physicians, Inc.?
Official Form 5500 filings for Pension Plan B of the American College of Physicians, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231520302 or plan name at efast.dol.gov.
How does Pension Plan B of the American College of Physicians, Inc. compare to other plans?
You can compare Pension Plan B of the American College of Physicians, Inc. against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 231520302.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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