401(k) · DOL Form 5500 · 2024

Americantcs Fiduciary Services, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
433
Participants Below avg headcount
37th
Percentile by assets National rank
$8,603
Avg per participant Low balance/head
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Official DOL plan name: Cerity Partners Pooled Employer Plan · Sponsored by Americantcs Fiduciary Services, LLC · Pennsylvania · Finance & Insurance

$4M in assets, 433 participants

Americantcs Fiduciary Services, LLC's Cerity Partners Pooled Employer Plan reported $4M in total assets and 433 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,105 in Finance & Insurance (8,549 peers)

Americantcs Fiduciary Services, LLC multi-year trail

Americantcs Fiduciary Services, LLC's plans moved +156.7% in assets from 2023 to 2024; this filing shows Cerity Partners Pooled Employer Plan at $4M / 433 participants.

#2,105
in Finance & Insurance (8,549 peers)
+189.5%
assets growth YoY

Cerity Partners Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Cerity Partners Pooled Employer Plan vs every filed plan by assets

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

$3,725,186 37th percentile higher than 37% 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

Cerity Partners Pooled Employer 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. Cerity Partners Pooled Employer Plan sits mid-pack in the medium band (433 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cerity Partners Pooled Employer Plan reported participants rose from 22 in the plan year 2023 filing to 433 in the plan year 2024 filing.
  • Cerity Partners Pooled Employer Plan reported net income rose from $565K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Cerity Partners Pooled Employer Plan end-of-year assets rose from $1M in the plan year 2023 filing to $4M 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 · 401(k)

Cerity Partners Pooled Employer Plan · $4M · 433 · 37th

  • ASSETS $4M
  • ASSETS 433
  • ASSETS 37th
  • ASSETS 401(k)
  • ASSETS near Harbor Health Team 401(k) Plan
  • ASSETS ind #2105

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 →

Cerity Partners Pooled Employer Plan in the asset neighbourhood

Cerity Partners Pooled Employer PlanCerity Partners Pooled Emplo…$4MHarbor Health Team 401(k) PlanHarbor Health Team 401(k) Pl…$4MCrown Services, Inc. 401(k) Ps PlanCrown Services, Inc. 401(k) …$4MTehama Tire Services, Inc. Employee Stock Ownership PlanTehama Tire Services, Inc. E…$4MHwashin America 401(k) Plan$4M
End-of-year total assets ($M) among Cerity Partners Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Americantcs Fiduciary Services, LLC multi-year asset trail

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

Americantcs Fiduciary Services, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN932789379
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Cerity Partners Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Cerity Partners Pooled Employer Plan, Total assets ($B): 0.003725186 · Participants: 433Cerity Partners Pooled Employer 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
Cerity Partners Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Cerity Partners Pooled Employer Plan side-by-side with 3 peers →

Cerity Partners Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Harbor Health Team 401(k) Plan in TX ($4M); by covered participants it is The Bmw Management, Inc. Employee 401(k) Plan in CA (433 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (433 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 Cerity Partners Pooled Employer Plan assets move in 2024? ▼
Cerity Partners Pooled Employer Plan surged - up 189.5% during 2024, from $1M to $4M. Reported net income was $2M.
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.
Which 401(k) plans are similar in size to Cerity Partners Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harbor Health Team 401(k) Plan in TX ($4M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Cerity Partners Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bmw Management, Inc. Employee 401(k) Plan in CA (433 participants, $473K 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.