Retirement plan

PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION 401(K) RETIREMENT PLAN

Name: PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION - PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION 401(K) RETIREMENT PLAN, PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION

PENNSYLVANIA TRAUMA SYSTEMS FOUNDATIONEIN 23-2342061Plan #001PY 2025

3907 HARTZDALE DRIVE, SUITE 702 - CAMP HILL, PA 17011717-697-5512ptsf.orgLinkedIn11-50 employeeshospital & health care

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.5M

+26.3% from 2024

Total participants

+26.7% from 2024

Average account balance

$133,404

-0.3% from 2024

Annual return

17.45%

+5.82 pp from 2024

Benchmarks

See 48,821 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort48,821 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.53M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

146.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+17.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$133,404

$155,555-14.2%

$146,866-9.2%

$155,188-14.0%

Participation rate

100.0%

84.0%+16.0pp

82.5%+17.5pp

80.8%+19.2pp

Annual return

17.45%

115.41%-98.0pp

102.85%-85.4pp

148.84%-131.4pp

Employer contribution / active EE

$8,946

$4,647+92.5%

$4,425+102.2%

$4,248+110.6%

Participant deferral / active EE

$4,707

$8,044-41.5%

$7,759-39.3%

$6,531-27.9%

Admin fee / account holder

$14,755-100.0%

$13,620-100.0%

$14,480-100.0%

PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion