Profit Sharing · DOL Form 5500 · 2024

Americantcs Fiduciary Services, LLC Profit Sharing Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
1,477
Participants Near avg headcount
88th
Percentile by assets National rank
$49,559
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

$73M in assets, 1,477 participants

Americantcs Fiduciary Services, LLC's Americas 403b Pep reported $73M in total assets and 1,477 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,957 in Finance & Insurance (8,549 peers)

Where Americas 403b Pep sits by assets

Americas 403b Pep sits in the top quartile of all filed plans by assets, $73M for 1,477 participants (~$49,559/participant), up 51.3% in 2024.

#6,957
in Finance & Insurance (8,549 peers)
+51.3%
assets growth YoY
0.7×
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 2024 · DOL Form 5500

$73,198,754 Top 12% higher than 88% 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

Americas 403b Pep's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Americas 403b Pep lands in the large band (1,477 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Americas 403b Pep reported net income rose from $242K in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Americas 403b Pep reported participants rose from 857 in the plan year 2023 filing to 1,477 in the plan year 2024 filing.
  • Americas 403b Pep end-of-year assets rose from $48M in the plan year 2023 filing to $73M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 932789379 · Americantcs Fiduciary Services, LLC PY 2024 · Profit Sharing

Americas 403b Pep · $73M · 1,477 · 88th

  • 5500 $73M
  • 5500 1,477
  • 5500 88th
  • 5500 Profit Sharing
  • 5500 near Electrical Workers Pension Fund Part C
  • 5500 ind #6957

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

New Visions for Public Schools 403(b) PlanNew Visions for Public Schoo…$74MElectrical Workers Pension Fund Part CElectrical Workers Pension F…$73MAmericas 403b Pep$73MBaker & Taylor Retirement Savings PlanBaker & Taylor Retirement Sa…$73MFenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing PlanFenway Community Health Cent…$72M
End-of-year total assets ($M) among Americas 403b Pep and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$73M
Net Income$5M
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. 0500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Americas 403b Pep, Total assets ($B): 0.073198754 · Participants: 1477Americas 403b PepEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, 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 Electrical Workers Pension Fund Part C in MN ($73M); by covered participants it is Au Health Systems, Inc. 401(a) Retirement Savings Plan in GA (1,478 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,477 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 Americas 403b Pep assets move in 2024? ▼
Americas 403b Pep surged - up 51.3% during 2024, from $48M to $73M. Reported net income was $5M.
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 88th 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 Profit Sharing plans are similar in size to Americas 403b Pep? ▼
Among Profit Sharing plans in other states, the closest by assets is Electrical Workers Pension Fund Part C in MN ($73M, 194 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 Au Health Systems, Inc. 401(a) Retirement Savings Plan in GA (1,478 participants, $113M 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 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.