401(k) · DOL Form 5500 · 2023
Pottstown Medical Specialists, Inc 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 147
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $185,628
- Avg per participant Above avg balance/head
Official DOL plan name: Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan · Sponsored by Pottstown Medical Specialists, Inc · Pennsylvania · Healthcare & Social Assistance
$27M in assets, 147 participants
Pottstown Medical Specialists, Inc's Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan reported $27M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,368 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan covers 147 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.
- #14,368
- in Healthcare & Social Assistance (17,684 peers)
- +14.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan's outsized position by total assets
Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,287,323 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan reported participants rose from 144 in the plan year 2022 filing to 147 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 232067171 · Pottstown Medical Specialists, Inc PY 2023 · 401(k)
Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan · $27M · 147 · 78th
- BOOK $27M
- BOOK 147
- BOOK 78th
- BOOK 401(k)
- BOOK near Smith & Loveless, Inc. Profit Sharing Plan and Trust
- BOOK ind #14368
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 232067171 |
| Plan Effective Date | 1978-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pottstown Medical Specialists, Inc)
Sponsor-wide plan assets over time
All Pottstown Medical Specialists, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 29.02234946031867% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $24M |
| 2023 | 1 | 147 | $27M |
| 2024 | 1 | 149 | $31M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Smith & Loveless, Inc. Profit Sharing Plan and Trust in KS ($27M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.