401(k) · DOL Form 5500 · 2024

Trivalley Primary Care, P.C. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
134
Participants Small participant base
77th
Percentile by assets National rank
$214,963
Avg per participant Above avg balance/head
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Official DOL plan name: Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan · Sponsored by Trivalley Primary Care, P.C. · Pennsylvania · Healthcare & Social Assistance

$29M in assets, 134 participants

Trivalley Primary Care, P.C.'s Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan reported $29M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,555 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan covers 134 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $29M.

#13,555
in Healthcare & Social Assistance (16,916 peers)
+6.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,805,043 Top 23% higher than 77% of 123,620 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 2024

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan reported participants fell from 139 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232794145 · Trivalley Primary Care, P.C. PY 2024 · 401(k)

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan · $29M · 134 · 77th

  • RANK $29M
  • PHOTO 134
  • IND 77th
  • EOY 401(k)
  • 5500 near Freedom Technology Solutions Group, LLC 401(k) Profit Sharing Plan
  • ASSETS ind #13555

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 →

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Trivalley Primary Care, P.C. 401(k) Profit Sharing PlanTrivalley Primary Care, P.C.…$29MLegacy Partners Realty Inc Retirement PlanLegacy Partners Realty Inc R…$29MFreedom Technology Solutions Group, LLC 401(k) Profit Sharing PlanFreedom Technology Solutions…$29MStar Leasing Company, LLC 401(k) PlanStar Leasing Company, LLC 40…$29MAllpro Corporation 401(k) Retirement PlanAllpro Corporation 401(k) Re…$29M
End-of-year total assets ($M) among Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN232794145
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trivalley Primary Care, P.C.)

Sponsor-wide plan assets over time

All Trivalley Primary Care, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 19.478173375781584% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24.1M $28.8M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 146 $24M
2023 1 139 $27M
2024 1 134 $29M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.028805043 · Participants: 134Trivalley Primary Care, P.C. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Freedom Technology Solutions Group, LLC 401(k) Profit Sharing Plan in MD ($29M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 6.7% during 2024, from $27M to $29M. Reported net income was $2M.
How have Trivalley Primary Care, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trivalley Primary Care, P.C.'s sponsor-wide assets grew 19.5%, from $24M to $29M.
Where does Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freedom Technology Solutions Group, LLC 401(k) Profit Sharing Plan in MD ($29M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Trivalley Primary Care, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232794145.

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.