How big is Persoma, PC's plan?

Persoma, PC's plan reported $600K in assets and 34 participants for 2025.

Original filing (PDF)20260331100818NAL0023157218001

Persoma, PC

Name: Persoma, PC — Persoma Retirement Plan, Form 5500 (2025)
Creator: Persoma, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Persoma Retirement Plan

401(k) retirement plan · Persoma, PC's Persoma Retirement Plan held $600K in plan assets for 34 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$600K

Net assets (EOY)

$600K

People on this filing

Aaron Jennings signed Persoma, PC's 2025 Form 5500 as plan administrator.

Aaron Jennings — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Persoma, PC's EIN is 25-1638338.

EIN 25-1638338

Plan number 001

Plan year 2025

ACK ID 20260331100818NAL0023157218001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Persoma, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Persoma, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERSOMA, PC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PERSOMA, PC

EIN

all filings

Address

300 OXFORD DRIVE, SUITE 110 · MONROEVILLE, PA · 15146

Phone

(412) 823-5155

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Guiding Light Wellness Center LLC

Guiding Light Wellness Center Cash Balance Plan

$599K · 3 participants

Comprehensive Psychiatric Care Inc.

Comprehensive Psychiatric Care Inc. Cash Balance Pension Plan

$599K · 4 participants

Chandalia Abate PLLC

Chandalia Abate PLLC 401(k) Profit Sharing Plan

$600K · 5 participants

Angelo VU, D.O., P.A.

The Internal Medicine Center of Fort Worth 401(k) Plan

$601K · 8 participants

New York Neuromodulation Medical, P.L.L.C. DBA Affective Care

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.