401(k)
2023 plan-year 401(k) DOL Form 5500

Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan

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

Sponsored by Preferred Primary Care Physicians, Inc. · Pennsylvania · Healthcare & Social Assistance

What the 2023 filing shows

Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan holds $76M for 332 participants — about $230,134 per participant, up 20.0% over the 2023 plan year.

$76M
total plan assets (2023 EOY)
332
covered participants
$230,134
avg assets per participant
+20.0%
assets growth YoY
Total Assets (2023)
$76M
Participants
332
State
Industry
Healthcare & Social Assistance

What the Filing Says About Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan

Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Preferred Primary Care Physicians, Inc., headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $76M in total end-of-year assets and covers 332 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 251742085, and the plan has been effective since 1995-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $64M at the beginning of 2023 to $76M at year-end — a gain of 20.0%. Net assets (after liabilities) closed the year at $76M, with reported net income of $13M 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)$64M
Total Assets (End of Year)$76M
Net Assets (End of Year)$76M
Net Income$13M
Plan Type401(k)
Employer EIN251742085
Plan Effective Date1995-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Preferred Primary Care Physicians, Inc.)

Year Plans Participants Total Assets
2022 1 322 $64M
2023 1 332 $76M
2024 1 365 $79M

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Frequently Asked Questions

How much money is in the Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan holds $76M in total assets with 332 participants. It is sponsored by Preferred Primary Care Physicians, Inc..
What type of plan is Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan?
Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1995-03-01. The plan is filed with the U.S. Department of Labor under EIN 251742085.
Who sponsors the Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan?
Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan is sponsored by Preferred Primary Care Physicians, Inc., located in Pennsylvania. The sponsor's EIN is 251742085 and the plan operates in the Healthcare & Social Assistance industry.
How did Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan perform in 2023?
Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan grew by 20.0% during 2023, moving from $64M to $76M in total assets. Net income was $13M.
Where can I find official filings for Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 251742085 or plan name at efast.dol.gov.
How does Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan against other 401(k) 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 251742085.

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.