Profit Sharing · DOL Form 5500 · 2023

Americantcs Fiduciary Services, LLC Profit Sharing Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
857
Participants Near avg headcount
85th
Percentile by assets National rank
$56,464
Avg per participant Low balance/head
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Official DOL plan name: Americas 403b Pep · Sponsored by Americantcs Fiduciary Services, LLC · Pennsylvania · Finance & Insurance

$48M in assets, 857 participants

Americantcs Fiduciary Services, LLC's Americas 403b Pep reported $48M in total assets and 857 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,850 in Finance & Insurance (8,869 peers)

Where Americas 403b Pep sits by assets

Americas 403b Pep sits in the top quartile of all filed plans by assets, $48M for 857 participants (~$56,464/participant).

#6,850
in Finance & Insurance (8,869 peers)
$242K
reported net income
0.5×
vs typical plan assets (national mean)

Americas 403b Pep's outsized position by total assets

Americas 403b Pep vs every filed plan by assets

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

$48,389,520 Top 15% higher than 85% 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

Americas 403b Pep 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. Americas 403b Pep sits mid-pack in the medium band (857 participants).

Plan-year Form 5500 strip

Filing strip 932789379 · Americantcs Fiduciary Services, LLC PY 2023 · Profit Sharing

Americas 403b Pep · $48M · 857 · 85th

  • PCT $48M
  • EIN 857
  • RANK 85th
  • PHOTO Profit Sharing
  • IND near Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan
  • EOY ind #6850

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Americas 403b Pep in the asset neighbourhood

The Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc.The Profit Sharing and Retir…$49MBay Cove Human Services, Inc. 403(b) Savings and Retirement PlanBay Cove Human Services, Inc…$49MIBEW Local 129 Profit Sharing Annuity PlanIBEW Local 129 Profit Sharin…$48MAmericas 403b Pep$48MTaylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing PlanTaylor, Porter, Brooks & Phi…$48M
End-of-year total assets ($M) among Americas 403b Pep and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$48M
Net Income$242K
Employer EIN932789379
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Americantcs Fiduciary Services, LLC)

Sponsor-wide plan assets over time

All Americantcs Fiduciary Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$740M 156.74257291644227% vs 2023
2024 filing year
$200M$400M$600M$800M 20232024 $288M $740M ▲ +156.7%
Year Plans Participants Total Assets
2023 22 11,455 $288M
2024 35 18,085 $740M

Nearby Profit Sharing Plans in Pennsylvania

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

Americas 403b Pep vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Americas 403b Pep, Total assets ($B): 0.04838952 · Participants: 857Americas 403b PepEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Americas 403b Pep vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Americas 403b Pep side-by-side with 3 peers →

Americas 403b Pep's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan in LA ($48M); by covered participants it is Bricklayers & Allied Craftworkers Local 13 Defined Contribution Pension Plan in NV (855 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (857 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 have Americantcs Fiduciary Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Americantcs Fiduciary Services, LLC's sponsor-wide assets grew 156.7%, from $288M to $740M.
Where does Americas 403b Pep rank by assets among Form 5500 filers? ▼
Americas 403b Pep ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Americas 403b Pep? ▼
Among Profit Sharing plans in other states, the closest by assets is Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan in LA ($48M, 86 participants).
Which Profit Sharing plans cover a similar participant headcount to Americas 403b Pep? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bricklayers & Allied Craftworkers Local 13 Defined Contribution Pension Plan in NV (855 participants, $28M 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 932789379.

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.