Retirement plan

PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY

Name: THE AMERICAN GERIATRICS SOCIETY - PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY (2025) Form 5500
Creator: THE AMERICAN GERIATRICS SOCIETY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY, THE AMERICAN GERIATRICS SOCIETY

THE AMERICAN GERIATRICS SOCIETYEIN 13-1950856Plan #001PY 2025

40 FULTON STREET, FLOOR 18 - NEW YORK, NY 10038212-308-1414americangeriatrics.orgLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.9M

+3.5% from 2024

Total participants

-6.3% from 2024

Average account balance

$198,421

+10.4% from 2024

Annual return

12.03%

-4.70 pp from 2024

Benchmarks

See 7,240 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,240 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.93M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$198K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

214.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$306K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.03%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$23175

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2L3D2G

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.0M

$49661 / participant

Other / not subdivided$1M100.0%

% of EOY assets

11.680%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$198,421

$68,097+191.4%

$62,929+215.3%

$137,256+44.6%

Participation rate

100.0%

77.4%+22.6pp

73.1%+26.9pp

80.0%+20.0pp

Annual return

12.03%

1859.11%-1847.1pp

1063.93%-1051.9pp

220.34%-208.3pp

Employer contribution / active EE

$5,802

$2,811+106.4%

$2,505+131.6%

$4,156+39.6%

Participant deferral / active EE

$8,755

$4,553+92.3%

$3,888+125.2%

$6,407+36.7%

Admin fee / account holder

$23,175

$6,521+255.4%

$5,065+357.6%

$12,270+88.9%

PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion