401(k) · DOL Form 5500 · 2023

Trivalley Primary Care, P.C. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
139
Participants Small participant base
78th
Percentile by assets National rank
$194,244
Avg per participant Above avg balance/head
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Official DOL plan name: Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan · Sponsored by Trivalley Primary Care, P.C. · Pennsylvania · Healthcare & Social Assistance

$27M in assets, 139 participants

Trivalley Primary Care, P.C.'s Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan reported $27M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,342 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan covers 139 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.

#14,342
in Healthcare & Social Assistance (17,684 peers)
+12.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$26,999,854 Top 22% higher than 78% 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

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan reported participants fell from 146 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232794145 · Trivalley Primary Care, P.C. PY 2023 · 401(k)

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan · $27M · 139 · 78th

  • ASSETS $27M
  • ASSETS 139
  • ASSETS 78th
  • ASSETS 401(k)
  • ASSETS near New England Wire Technologies Corp. 401(k) Plan
  • ASSETS ind #14342

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 →

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Whiting Swenson Employee's Savings PlanWhiting Swenson Employee's S…$27MTrivalley Primary Care, P.C. 401(k) Profit Sharing PlanTrivalley Primary Care, P.C.…$27MNew England Wire Technologies Corp. 401(k) PlanNew England Wire Technologie…$27MMd Helicopters, LLC Voluntary Investment PlanMd Helicopters, LLC Voluntar…$27MRiverstone Equity Partners, LP 401(k) Profit Sharing Plan & TrustRiverstone Equity Partners, …$27M
End-of-year total assets ($M) among Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN232794145
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trivalley Primary Care, P.C.)

Sponsor-wide plan assets over time

All Trivalley Primary Care, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 19.478173375781584% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24.1M $28.8M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 146 $24M
2023 1 139 $27M
2024 1 134 $29M

Nearby 401(k) Plans in Pennsylvania

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

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.026999854 · Participants: 139Trivalley Primary Care, P.C. 401(k) Profit Sharing 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
Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is New England Wire Technologies Corp. 401(k) Plan in NH ($27M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 12.0% during 2023, from $24M to $27M. Reported net income was $3M.
How have Trivalley Primary Care, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trivalley Primary Care, P.C.'s sponsor-wide assets grew 19.5%, from $24M to $29M.
Where does Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is New England Wire Technologies Corp. 401(k) Plan in NH ($27M, 432 participants).
Which 401(k) plans cover a similar participant headcount to Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 232794145.

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.