Defined Benefit (Pension) · DOL Form 5500 · 2023

Pennsylvania Medical Society Pension Plan

Data updated 2026-08-25

$6K
Total assets Small plan by assets
16
Participants Small participant base
1st
Percentile by assets National rank
$390
Avg per participant Low balance/head
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Official DOL plan name: Pension Plan of the Pennsylvania Medical Society · Sponsored by Pennsylvania Medical Society · Pennsylvania · Other Services

$6K in assets, 16 participants

Pennsylvania Medical Society's Pension Plan of the Pennsylvania Medical Society reported $6K in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #187 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 Pension Plan of the Pennsylvania Medical Society at $6K / 16 participants.

#187
in Other Services (7,857 peers)
-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.

Pension Plan of the Pennsylvania Medical Society among the smaller filed plans by assets

Pension Plan of the Pennsylvania Medical Society vs every filed plan by assets

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

$6,244 1st percentile higher than 1% 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

Pension Plan of the Pennsylvania Medical Society among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of the Pennsylvania Medical Society is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan of the Pennsylvania Medical Society reported net income fell from -$7M in the plan year 2022 filing to -$29M in the plan year 2023 filing.
  • Pension Plan of the Pennsylvania Medical Society end-of-year assets fell from $32M in the plan year 2022 filing to $6K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231570227 · Pennsylvania Medical Society PY 2023 · Defined Benefit (Pension)

Pension Plan of the Pennsylvania Medical Society · $6K · 16 · 1st

  • BOY $6K
  • SCH 16
  • EBSA 1st
  • PART Defined Benefit (Pension)
  • TYPE near Orthosports Associates, LLC Cash Balance Plan
  • NET ind #187

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 →

Pension Plan of the Pennsylvania Medical Society in the asset neighbourhood

Pension Plan of the Pennsylvania Medical SocietyPension Plan of the Pennsylv…$6KOrthosports Associates, LLC Cash Balance PlanOrthosports Associates, LLC …$6KThe Kliklok Corporation Employee Retirement PlanThe Kliklok Corporation Empl…$7KAmerican Textile Maintenance Company Employees Cash Balance Pension PlanAmerican Textile Maintenance…$6KLipsius-Benhaim Law LLP Cash Balance PlanLipsius-Benhaim Law LLP Cash…$7K
End-of-year total assets ($M) among Pension Plan of the Pennsylvania Medical Society and nearest nationwide Defined Benefit (Pension) 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)$32M
Net Assets (End of Year)N/A
Net Income-$29M
Employer EIN231570227
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Pension Plan of the Pennsylvania Medical Society vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pension Plan of the Pennsylvania Medical Society, Total assets ($B): 0.000006244 · Participants: 16Pension Plan of the Pennsylvania Medical SocietyNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Pension Plan of the Pennsylvania Medical Society vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Pension Plan of the Pennsylvania Medical Society side-by-side with 3 peers →

Pension Plan of the Pennsylvania Medical Society's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Orthosports Associates, LLC Cash Balance Plan in AL ($6K); by covered participants it is Middleburgh Telephone Company Pension Plan in NY (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Pension Plan of the Pennsylvania Medical Society assets move in 2023? ▼
Pension Plan of the Pennsylvania Medical Society contracted severely - down 100.0% during 2023, from $32M to $6K. Reported net income was -$29M.
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.
Where does Pension Plan of the Pennsylvania Medical Society rank by assets among Form 5500 filers? ▼
Pension Plan of the Pennsylvania Medical Society ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of the Pennsylvania Medical Society? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Orthosports Associates, LLC Cash Balance Plan in AL ($6K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of the Pennsylvania Medical Society? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Middleburgh Telephone Company Pension Plan in NY (16 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.