Department of Labor filing

PIEDMONT HEALTHCARE, P.A.

PIEDMONT HEALTHCARE EMPLOYEES' 401K PLAN AND TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 5, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

71filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$7,327

Reported employer contributions per active participant.

Higher than about 91% of comparable plans

#People in the filing

871

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$152 / 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 7.8%, 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 · 202471out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions91st percentileTypical peer $1,543 · based on 691 comparable plans

Lower reported administrative expense24th percentileTypical peer $91 · based on 742 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, PIEDMONT HEALTHCARE, P.A. reported $6,381,659 in employer contributions across the plan and 871 active participants. That works out to $7,327 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 proxy67%

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 trendUp 10.5%

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

Expense trendDown 8.7%

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

Peer context71/100

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: $6,381,659
Participant contributions: $5,288,499
Other contributions: $543,258
Employer share of reported contributions: 54.7%
Beginning assets: $164,123,483
Ending assets: $176,952,334
Ending net assets: $176,952,334
Ending liabilities: $0
Total income: $34,768,556
Total expenses: $21,939,705
Administrative expenses: $209,723
Participant loans: $1,669,176

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

$6,629

2023

$6,755

2024

$7,327

Plan-paid administrative expenses per participant

2022

$166

2023

$157

2024

$152

Active participants

2022

801

2023

856

2024

871

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$7,327	871	177M	20250805111322NAL0001778225001
2023	$6,755	856	164.1M	20241002095844NAL0008627665001
2022	$6,629	801	143.1M	20231013082407NAL0021425299001

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: 0.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 561965983-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 1, 1996
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2R2S2T

Current plan terms

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Filing ACK_ID20250805111322NAL0001778225001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗