Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF MEDSOURCE COMMUNITY SERVICES, INC.

Name: MEDSOURCE COMMUNITY SERVICES, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF MEDSOURCE COMMUNITY SERVICES, INC. (2025) Form 5500
Creator: MEDSOURCE COMMUNITY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF MEDSOURCE COMMUNITY SERVICES, INC., MEDSOURCE COMMUNITY SERVICES, INC.

MEDSOURCE COMMUNITY SERVICES, INC.EIN 52-1479917Plan #001PY 2025

16619 HUNTERS GREEN PARKWAY, STE - HAGERSTOWN, MD 217405508301-371-3775medsourceservices.orgLinkedIn51-200 employeesindividual & family services

Other plans on this EIN

1 filing

#002Retirement-$4.3M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$226K

+33.7% from 2024

Total participants

0.0% from 2024

Average account balance

$75,446

+33.7% from 2024

Annual return

12.12%

-3.21 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$226K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.12%

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 codes2G3D2J2T

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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$26

$9 / participant

Other / not subdivided$26100.0%

% of EOY assets

0.011%

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

$75,446

$181,062-58.3%

$158,223-52.3%

$155,188-51.4%

Participation rate

100.0%

82.7%+17.3pp

79.2%+20.8pp

80.8%+19.2pp

Annual return

12.12%

57.39%-45.3pp

52.09%-40.0pp

148.84%-136.7pp

Employer contribution / active EE

$4,565-100.0%

$4,109-100.0%

$4,248-100.0%

Participant deferral / active EE

$12,184

$6,134+98.6%

$5,467+122.9%

$6,531+86.6%

Admin fee / account holder

$18,825-100.0%

$16,047-99.9%

$14,480-99.9%

403(B) THRIFT PLAN FOR EMPLOYEES OF MEDSOURCE COMMUNITY SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF MEDSOURCE COMMUNITY SERVICES, INC.

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