Retirement plan

PEDIATRIC ASSOCIATES OF BIG RAPIDS, P.C. 401(K) PROFIT SHARING PLAN

Name: PEDIATRIC ASSOCIATES OF BIG RAPIDS, P.C. - PEDIATRIC ASSOCIATES OF BIG RAPIDS, P.C. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: PEDIATRIC ASSOCIATES OF BIG RAPIDS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDIATRIC ASSOCIATES OF BIG RAPIDS, P.C. 401(K) PROFIT SHARING PLAN, PEDIATRIC ASSOCIATES OF BIG RAPIDS, P.C.

PEDIATRIC ASSOCIATES OF BIG RAPIDS, P.C.EIN 38-3295601Plan #001PY 2025

650 LINDEN STREET, STE. 4 - BIG RAPIDS, MI 49307231-796-4470LinkedIn11-50 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$4.4M

+21.8% from 2024

Total participants

+16.7% from 2024

Average account balance

$335,776

+12.4% from 2024

Annual return

18.97%

+1.12 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.37M

Not enough data

1 years with asset history on file

Average account balance

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

$336K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

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

+18.97%

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$335,776

$172,111+95.1%

$150,298+123.4%

$137,256+144.6%

Participation rate

90.9%

81.7%+9.2pp

77.8%+13.1pp

80.0%+10.9pp

Annual return

18.97%

69.37%-50.4pp

62.79%-43.8pp

220.34%-201.4pp

Employer contribution / active EE

$2,188

$4,636-52.8%

$4,154-47.3%

$4,156-47.4%

Participant deferral / active EE

$6,944

$6,166+12.6%

$5,453+27.4%

$6,407+8.4%

Admin fee / account holder

$16,471-100.0%

$14,116-100.0%

$12,270-100.0%

PEDIATRIC ASSOCIATES OF BIG RAPIDS, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PEDIATRIC ASSOCIATES OF BIG RAPIDS, P.C. 401(K) PROFIT SHARING 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