Retirement plan

PYRAMED HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST

Name: PYRAMED HEALTH SYSTEMS - PYRAMED HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: PYRAMED HEALTH SYSTEMS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PYRAMED HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST, PYRAMED HEALTH SYSTEMS

PYRAMED HEALTH SYSTEMSEIN 23-2775535Plan #001PY 2025

850 CASSATT ROAD, SUITE 105 - BERWYN, PA 19312610-647-2255pyramed-health.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

+29.8% from 2024

Total participants

+3.8% from 2024

Average account balance

$170,348

+8.1% from 2024

Annual return

21.49%

-10.02 pp from 2024

Benchmarks

See 9,464 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,464 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.07M

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$195K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+21.49%

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 codes2E2F2G2J3D

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).
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.
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$38

$2 / participant

Other / not subdivided$38100.0%

% of EOY assets

0.001%

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

$170,348

$102,609+66.0%

$98,090+73.7%

$138,895+22.6%

Participation rate

59.1%

82.8%-23.7pp

81.5%-22.5pp

79.9%-20.8pp

Annual return

21.49%

36.44%-15.0pp

37.05%-15.6pp

145.39%-123.9pp

Employer contribution / active EE

$2,732

$3,867-29.3%

$3,606-24.2%

$4,194-34.9%

Participant deferral / active EE

$6,146

$8,167-24.7%

$7,845-21.7%

$6,396-3.9%

Admin fee / account holder

$11,434-100.0%

$11,815-100.0%

$12,562-100.0%

PYRAMED HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PYRAMED HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST

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