401(k) · DOL Form 5500 · 2024
Pottstown Medical Specialists, Inc 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 149
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $207,015
- 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
$31M in assets, 149 participants
Pottstown Medical Specialists, Inc's Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan reported $31M in total assets and 149 participants in its 2024 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.
- #13,710 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan covers 149 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $31M.
- #13,710
- in Healthcare & Social Assistance (16,916 peers)
- +13.0%
- 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 2024 · DOL Form 5500
$30,845,226 Top 22% higher than 78% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pottstown Medical Specialists, Inc Profit Sharing 401(k) 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. Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan reported participants rose from 147 in the plan year 2023 filing to 149 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 232067171 · Pottstown Medical Specialists, Inc PY 2024 · 401(k)
Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan · $31M · 149 · 78th
- ASSETS $31M
- PCT 149
- EIN 78th
- RANK 401(k)
- PHOTO near Jobot LLC 401(k) Profit Sharing Plan & Trust
- IND ind #13710
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) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| 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 $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
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 Jobot LLC 401(k) Profit Sharing Plan & Trust in CA ($31M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Jobot LLC 401(k) Profit Sharing Plan & Trust (CA) $31M · 967
- Rpx Corporation Retirement Savings Plan (CA) $31M · 110
- Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust (OH) $31M · 182
- Huron Gastroenterology Associates, P.C. Savings and Profit Sharing Plan and Trust (MI) $31M · 186
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Tier1 Integrity, LLC 401(k) Plan (TX) 149 · 0 off
- Venus Construction Company 401(k) Plan (TX) 149 · 0 off
- H.E.P. Materials Corp. 401(k) Profit Sharing Plan (NY) 149 · 0 off
- Roundstone Management, Ltd. 401(k) Plan (OH) 149 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.