Pennsylvania Medical Society 401(k) match, vesting and fees
What Pennsylvania Medical Society's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Conrad Siegel | Schedule C ↗ |
| Independent auditor | Kreischer Miller (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| Pennsylvania Medical Society: employer contribution per participant | $1,808 | |
| Peer median | $1,890 |
| Pennsylvania Medical Society: average balance | $158,032 | |
| Peer median | $56,033 |
| Pennsylvania Medical Society: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $16.8M at the end of plan year 2021 to $18M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 114 | $18M | $206K | $1,808 | 0.08% | Not published | Form 5500 ↗ |
| 2024 | 113 | $17.8M | $248K | $2,191 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 114 | $15.8M | $613K | $5,428 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 110 | $14.2M | $578K | $5,258 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 108 | $16.8M | $576K | $5,329 | 0.21% | Not published | Form 5500 ↗ |
Other Pennsylvania Medical Society plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan of the Pennsylvania Medical Society
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Conrad Siegel | Schedule C ↗ |
| Independent auditor | Kreischer Miller (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Pennsylvania Medical Society match 401(k) contributions?
The match terms for the Pennsylvania Medical Society 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $206K in employer contributions, about $1,808 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pennsylvania Medical Society 401(k) match vested?
The vesting schedule for the Pennsylvania Medical Society 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pennsylvania Medical Society 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Conrad Siegel. The plan administrator is Pennsylvania Medical Society.
I left Pennsylvania Medical Society. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pennsylvania Medical Society, (717) 909-2610) or the recordkeeper, Conrad Siegel. The Pennsylvania Medical Society old 401(k) page lists the contacts from every plan filing. Find an old Pennsylvania Medical Society 401(k)
Data from the public Form 5500 annual reports Pennsylvania Medical Society filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pennsylvania Medical Society. Not financial advice. Report a correction · Methodology