Other · DOL Form 5500 · 2024

American Tcs Fiduciary Services, LLC Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
N/A
Participants Small participant base
66th
Percentile by assets National rank
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Official DOL plan name: Flexpep(B) Pooled Employer 403(b) Plan · Sponsored by American Tcs Fiduciary Services, LLC · Pennsylvania · Finance & Insurance

$16M in assets, N/A participants

American Tcs Fiduciary Services, LLC's Flexpep(B) Pooled Employer 403(b) Plan reported $16M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,308 in Finance & Insurance (8,549 peers)

American Tcs Fiduciary Services, LLC multi-year trail

American Tcs Fiduciary Services, LLC's plans moved +156.7% in assets from 2023 to 2024; this filing shows Flexpep(B) Pooled Employer 403(b) Plan at $16M / N/A participants.

#4,308
in Finance & Insurance (8,549 peers)
$471K
reported net income

Flexpep(B) Pooled Employer 403(b) Plan's mid-pack asset rank among Finance & Insurance and all filers

Flexpep(B) Pooled Employer 403(b) Plan vs every filed plan by assets

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

$16,257,901 Top 34% higher than 66% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 932789379 · American Tcs Fiduciary Services, LLC PY 2024 · Other

Flexpep(B) Pooled Employer 403(b) Plan · $16M · N/A · 66th

  • SCH $16M
  • SCH N/A
  • SCH 66th
  • SCH Other
  • SCH near Maine College of Art and Design 403(b) Plan
  • SCH ind #4308

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 →

Flexpep(B) Pooled Employer 403(b) Plan in the asset neighbourhood

Santa Fe Christian Schools 403(b) PlanSanta Fe Christian Schools 4…$16MFlexpep(B) Pooled Employer 403(b) PlanFlexpep(B) Pooled Employer 4…$16MMaine College of Art and Design 403(b) PlanMaine College of Art and Des…$16MJewish Social Service Agency 403(b) PlanJewish Social Service Agency…$16MLyngblomsten Care Center Inc. Tax Deferred Annuity PlanLyngblomsten Care Center Inc…$16M
End-of-year total assets ($M) among Flexpep(B) Pooled Employer 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

American Tcs Fiduciary Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All American Tcs 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

American Tcs Fiduciary Services, LLC filing trail (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$16M
Net Income$471K
Employer EIN932789379
Plan Effective Date2024-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Flexpep(B) Pooled Employer 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Flexpep(B) Pooled Employer 403(b) Plan, Total assets ($B): 0.016257901 · Participants: 0Flexpep(B) Pooled Employer 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Flexpep(B) Pooled Employer 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Flexpep(B) Pooled Employer 403(b) Plan's closest out-of-state Other peers by assets

Outside Pennsylvania, the nearest Other by end-of-year assets is Maine College of Art and Design 403(b) Plan in ME at $16M (this filing: $16M).

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 have American Tcs Fiduciary Services, LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), American Tcs Fiduciary Services, LLC's sponsor-wide assets grew 156.7%, from $288M to $740M.
Which Other plans are similar in size to Flexpep(B) Pooled Employer 403(b) Plan?
Among Other plans in other states, the closest by assets is Maine College of Art and Design 403(b) Plan in ME ($16M, 92 participants).