Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Pennsylvania Psychiatric Institute Retirement Plan

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

Sponsored by Pennsylvania Psychiatric Institute · Pennsylvania · Healthcare & Social Assistance

What the 2023 filing shows

Pennsylvania Psychiatric Institute Retirement Plan holds $20M for 375 participants — about $53,130 per participant, up 12.8% over the 2023 plan year.

$20M
total plan assets (2023 EOY)
375
covered participants
$53,130
avg assets per participant
+12.8%
assets growth YoY
Total Assets (2023)
$20M
Participants
375
State
Industry
Healthcare & Social Assistance

What the Filing Says About Pennsylvania Psychiatric Institute Retirement Plan

Pennsylvania Psychiatric Institute Retirement Plan is a Profit Sharing retirement plan sponsored by Pennsylvania Psychiatric Institute, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 375 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 261699000, and the plan has been effective since 2008-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2023 to $20M at year-end — a gain of 12.8%. Net assets (after liabilities) closed the year at $20M, with reported net income of $2M 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)$18M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN261699000
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania Psychiatric Institute)

Year Plans Participants Total Assets
2022 1 356 $18M
2023 1 375 $20M
2024 1 411 N/A

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Pennsylvania Psychiatric Institute Retirement Plan?
As of the 2023 Form 5500 filing, Pennsylvania Psychiatric Institute Retirement Plan holds $20M in total assets with 375 participants. It is sponsored by Pennsylvania Psychiatric Institute.
What type of plan is Pennsylvania Psychiatric Institute Retirement Plan?
Pennsylvania Psychiatric Institute Retirement Plan is a Profit Sharing plan. It has been effective since 2008-04-01. The plan is filed with the U.S. Department of Labor under EIN 261699000.
Who sponsors the Pennsylvania Psychiatric Institute Retirement Plan?
Pennsylvania Psychiatric Institute Retirement Plan is sponsored by Pennsylvania Psychiatric Institute, located in Pennsylvania. The sponsor's EIN is 261699000 and the plan operates in the Healthcare & Social Assistance industry.
How did Pennsylvania Psychiatric Institute Retirement Plan perform in 2023?
Pennsylvania Psychiatric Institute Retirement Plan grew by 12.8% during 2023, moving from $18M to $20M in total assets. Net income was $2M.
Where can I find official filings for Pennsylvania Psychiatric Institute Retirement Plan?
Official Form 5500 filings for Pennsylvania Psychiatric Institute Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 261699000 or plan name at efast.dol.gov.
How does Pennsylvania Psychiatric Institute Retirement Plan compare to other plans?
You can compare Pennsylvania Psychiatric Institute Retirement Plan against other Profit Sharing 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 261699000.

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.