401(k) · DOL Form 5500 · 2024
Pennsylvania Medical Society 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $206,969
- Avg per participant Above avg balance/head
Official DOL plan name: Pennsylvania Medical Society 401(k) Retirement Savings Plan · Sponsored by Pennsylvania Medical Society · Pennsylvania · Other Services
$18M in assets, 86 participants
Pennsylvania Medical Society's Pennsylvania Medical Society 401(k) Retirement Savings Plan reported $18M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #6,342 in Other Services (7,719 peers)
Pennsylvania Medical Society multi-year trail
Pennsylvania Medical Society's plans moved -61.3% in assets from 2022 to 2024; this filing shows Pennsylvania Medical Society 401(k) Retirement Savings Plan at $18M / 86 participants.
- #6,342
- in Other Services (7,719 peers)
- +12.3%
- assets growth YoY
Pennsylvania Medical Society 401(k) Retirement Savings Plan's outsized position by total assets
Pennsylvania Medical Society 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,799,326 Top 32% higher than 68% 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
Pennsylvania Medical Society 401(k) Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pennsylvania Medical Society 401(k) Retirement Savings Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pennsylvania Medical Society 401(k) Retirement Savings Plan reported net income rose from -$847K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Pennsylvania Medical Society 401(k) Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Pennsylvania Medical Society 401(k) Retirement Savings Plan reported participants rose from 78 in the plan year 2023 filing to 86 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231570227 · Pennsylvania Medical Society PY 2024 · 401(k)
Pennsylvania Medical Society 401(k) Retirement Savings Plan · $18M · 86 · 68th
- EIN $18M
- EIN 86
- EIN 68th
- EIN 401(k)
- EIN near Maplewood Senior Living Retirement Plan
- EIN ind #6342
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 Other Services retirement plans → · Plans in Pennsylvania →
Pennsylvania Medical Society 401(k) Retirement Savings Plan in the asset neighbourhood
Pennsylvania Medical Society multi-year asset trail
Sponsor-wide plan assets over time
All Pennsylvania Medical Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 61.325526095426966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 92 | $46M |
| 2023 | 2 | 94 | $16M |
| 2024 | 1 | 86 | $18M |
Pennsylvania Medical Society filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 231570227 |
| Plan Effective Date | 1997-04-01 |
| Filing Status | FILING RECEIVED |
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
Pennsylvania Medical Society 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Maplewood Senior Living Retirement Plan in CT ($18M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Maplewood Senior Living Retirement Plan (CT) $18M · 1,438
- Cvc Credit Partners, LLC 401(k) Plan (NY) $18M · 57
- Shp Management Corp 401(k) Plan (ME) $18M · 268
- The Cafaro Company Retirement Savings Trust and Plan (OH) $18M · 544
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
- Vaughn Electric Company,Inc. 401(k) Plan (TN) 86 · 0 off
- Visionweb 401(k) Plan (TX) 86 · 0 off
- Timberline Homes, Inc. Employee Savings & Profit Sharing Plan (AL) 86 · 0 off
- Aq Transformer Solutions Inc. (OH) 86 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.