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

Pension Plan of the Pennsylvania Medical Society

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

Sponsored by Pennsylvania Medical Society · Pennsylvania · Other Services

What the 2023 filing shows

Pension Plan of the Pennsylvania Medical Society holds $6K for 16 participants — about $390 per participant, down 100.0% over the 2023 plan year.

$6K
total plan assets (2023 EOY)
16
covered participants
$390
avg assets per participant
-100.0%
assets change YoY

The plan reported a net loss of $29M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$6K
Participants
16
State
Industry
Other Services

What the Filing Says About Pension Plan of the Pennsylvania Medical Society

Pension Plan of the Pennsylvania Medical Society is a Defined Benefit (Pension) retirement plan sponsored by Pennsylvania Medical Society, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $6K in total end-of-year assets and covers 16 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231570227, and the plan has been effective since 1954-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2023 to $6K at year-end — a decline of 100.0%. Net assets (after liabilities) closed the year at N/A, with reported net income of $-29,332,866 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 — 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)$32M
Total Assets (End of Year)$6K
Net Assets (End of Year)N/A
Net Income$-29,332,866
Plan TypeDefined Benefit (Pension)
Employer EIN231570227
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania Medical Society)

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.

Frequently Asked Questions

How much money is in the Pension Plan of the Pennsylvania Medical Society?
As of the 2023 Form 5500 filing, Pension Plan of the Pennsylvania Medical Society holds $6K in total assets with 16 participants. It is sponsored by Pennsylvania Medical Society.
What type of plan is Pension Plan of the Pennsylvania Medical Society?
Pension Plan of the Pennsylvania Medical Society is a Defined Benefit (Pension) plan. It has been effective since 1954-01-01. The plan is filed with the U.S. Department of Labor under EIN 231570227.
Who sponsors the Pension Plan of the Pennsylvania Medical Society?
Pension Plan of the Pennsylvania Medical Society is sponsored by Pennsylvania Medical Society, located in Pennsylvania. The sponsor's EIN is 231570227 and the plan operates in the Other Services industry.
How did Pension Plan of the Pennsylvania Medical Society perform in 2023?
Pension Plan of the Pennsylvania Medical Society declined by 100.0% during 2023, moving from $32M to $6K in total assets. Net income was $-29,332,866.
Where can I find official filings for Pension Plan of the Pennsylvania Medical Society?
Official Form 5500 filings for Pension Plan of the Pennsylvania Medical Society are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231570227 or plan name at efast.dol.gov.
How does Pension Plan of the Pennsylvania Medical Society compare to other plans?
You can compare Pension Plan of the Pennsylvania Medical Society 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) — original filing retrieval by EIN 231570227.

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

Reference: IRS Publication 590-B — 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.