Retirement plan

PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN OTHODOX CHURCH IN THE UNITED STATES & CANADA

Name: SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADA - PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN OTHODOX CHURCH IN THE UNITED STATES & CANADA (2025) Form 5500
Creator: SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN OTHODOX CHURCH IN THE UNITED STATES & CANADA, SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADA

SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADAEIN 34-6565657Plan #001PY 2025

296 OLD ROUTE 21 ROAD - CARMICHAELS, PA 15320574-855-6114

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$13.1M

+8.1% from 2024

Total participants

110

+0.9% from 2024

Average account balance

$118,911

+7.2% from 2024

Annual return

10.09%

-3.72 pp from 2024

Benchmarks

See 489 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort489 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.08M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

110

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$521K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6898

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP1 year Filed as: MUTUAL OF AMERICA INSURANCE COMPANY Service code 12 320 PARK AVE · NEW YORK, NY 10022	Claims processing; Recordkeeping and ...	$1,276

Plan features & details

Pension benefit codes2C2F2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$759K

$7438 / participant

Other / not subdivided$759K100.0%

% of EOY assets

5.801%

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

$118,911

$45,900+159.1%

$94,057+26.4%

$64,340+84.8%

Participation rate

100.0%

50.6%+49.4pp

73.3%+26.7pp

55.2%+44.8pp

Annual return

10.09%

50.47%-40.4pp

480.62%-470.5pp

24.14%-14.1pp

Employer contribution / active EE

$3,587

$1,612+122.5%

$2,933+22.3%

$1,862+92.7%

Participant deferral / active EE

$1,522

$2,102-27.6%

$4,709-67.7%

$2,980-48.9%

Admin fee / account holder

$6,898

$3,143+119.4%

$7,244-4.8%

$3,703+86.3%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1 year

Filed as: MUTUAL OF AMERICA INSURANCE COMPANY

Service code 12

320 PARK AVE · NEW YORK, NY 10022

Claims processing; Recordkeeping and ...

$1,276

PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN OTHODOX CHURCH IN THE UNITED STATES & CANADA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN OTHODOX CHURCH IN THE UNITED STATES & CANADA

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