Department of Labor filing

PHILADELPHIA COUNTRY CLUB

PHILADELPHIA COUNTRY CLUB 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

43filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,246

Reported employer contributions per active participant.

Higher than about 51% of comparable plans
#People in the filing
157

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$180 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 24% of comparable plans
Investment performance
Not available

Plan assets changed 6.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202443out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions51st percentileTypical peer $1,219 · based on 246 comparable plans
Lower reported administrative expense24th percentileTypical peer $100 · based on 259 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PHILADELPHIA COUNTRY CLUB reported $195,611 in employer contributions across the plan and 157 active participants. That works out to $1,246 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy70%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 8.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 0.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context43/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$195,611
Participant contributions
$473,844
Other contributions
$92,457
Employer share of reported contributions
29.2%
Beginning assets
$7,424,625
Ending assets
$7,893,724
Ending net assets
$7,893,724
Ending liabilities
$0
Total income
$1,626,709
Total expenses
$1,157,610
Administrative expenses
$38,824
Participant loans
Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,360
2023
$1,464
2024
$1,246
Plan-paid administrative expenses per participant
2022
$180
2023
$165
2024
$180
Active participants
2022
132
2023
129
2024
157
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,2461577.9M20251014050618NAL0001036403001
2023$1,4641297.4M20241013092851NAL0013966627001
2022$1,3601326.2M20231016133930NAL0051128320001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
Not stated in the filing
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
230969350-003

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Mar 1, 2013
Industry
Arts, entertainment, and recreation
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
FEDERATED SECURITIES CORP.2024Not reportedunknown
HOTCHKIS AND WILEY CAPITAL MANAGEME2024Not reportedunknown
MBSC SECURITIES CORPORATION, DISTRI2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.2024Not reportedunknown
STATE STREET CORPORATION2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251014050618NAL0001036403001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗