Defined Benefit (Pension) · DOL Form 5500 · 2023

Pennsylvania Medical Society Pension Plan

Data updated 2026-08-11

$6K
Total assets
16
Participants
1st
Percentile by assets
$390
Avg per participant
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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.

  • 1st percentile by assets (of 127,072 plans)
  • #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.

$6K
total plan assets (2023 EOY)
16
covered participants
1st
percentile by assets (of 127,072 plans)
$390
avg assets per participant

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.

Where Pension Plan of the Pennsylvania Medical Society sits by total 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 $2,010,000,000 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

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 →

State
Industry

Pennsylvania Medical Society across 3 plan years on file

Across the 3 plan years Pennsylvania Medical Society has on file (2022-2024), sponsor-wide plan assets have moved from $46M to $18M, a decline of 61.3%, while reported participants moved from 92 to 86 (-6.5%). Peak year by sponsor assets: 2022 ($46M); trough: 2023 ($16M).

Pennsylvania Medical Society multi-year asset trail

$10M$20M$30M$40M$50M 202220232024 $46M $17.8M ▼ -61.3%
Total plan assets by year, all Pennsylvania Medical Society plans on file
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

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 …National Elevator In…Steelworkers Pension…The PNC Financial Se…Constellation Retire…The Bank of New York…
Pension Plan of the Pennsylvania Medical Society vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan of the Pennsylvania Medical Society by total assets, not by location.

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).

Next read for Pension Plan of the Pennsylvania Medical…

Multi-year trail

Ways to act on Pension Plan of the Pennsylvania Medical Society's numbers.

  • By total assets, Pension Plan of the Pennsylvania Medical Society ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
  • Pennsylvania Medical Society's sponsor-wide assets have declined 61.3% since 2022 across 3 plan years on file. More Other Services plans