Back to filter
Original filing (PDF)20251015083536NAL0004354945001
GREGORY C. SWEENEY, MD, PC
Form 5500-SF
FILING_RECEIVED
GREGORY C. SWEENEY, MD, PC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREGORY C. SWEENEY, MD, PC.
Plan sponsor
Name
GREGORY C. SWEENEY, MD, PC
EIN
33-1053546
Address
632 PEACHDALE LANE · DUNCANSVILLE, PA · 16635
Phone
(814) 696-3300
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
J. L. SERRA MD PA
JORGE L. SERRA MD PA 401(K) PLAN
$1.2M · 6 participants
OSTEOPATHIC HEALTH CARE ASSOCIATES, PLC
OSTEOPATHIC HEALTH CARE ASSOCIATES, PLC 401(K) PROFIT SHARING
$1.2M · 10 participants
UPSTATE FAMILY HEALTH CENTER, INC.
UPSTATE FAMILY HEALTH CENTER, INC. 403(B) PLAN
$1.2M · 28 participants
A WOMANS PLACE IN FAYETTEVILLE, PLLC
A WOMAN'S PLACE IN FAYETTEVILLE, PLLC 401(K) PLAN AND TRUST
$1.2M · 14 participants
SURGICAL DERMATOLOGY ASSOCIATES OF DALLAS, P.A.
SURGICAL DERMATOLOGY ASSOCIATES OF DALLAS, PA 401(K) PROFIT SHARING PLAN
$1.2M · 9 participants
MCFAYDEN-EYO & STROTT AND ASSOCIATES, P.A.
MCFAYDEN-EYO & STROTT AND ASSOCIATES, P.A. 401(K) PLAN & TRUST
$1.2M · 4 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B