Benchmarking Med-Fast Pharmacy, Inc. Profit Sharing Plan in Aliquippa, PA against all plans
Med-Fast Pharmacy, Inc. Profit Sharing Plan in Aliquippa, PA has the 12th-lowest yield on beginning-of-plan-year total assets (-23.08%) among the 1,105 Pennsylvania plans. That -23.08% compares to an average of -16.44% across those 1,105 plans.
Reaching the average of -16.44% would imply an extra $497,441 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Med-Fast Pharmacy, Inc. Profit Sharing Plan has these standings among those 1,105 peer plans:
Reaching the average of -16.44% would imply an extra $497,441 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Med-Fast Pharmacy, Inc. Profit Sharing Plan has these standings among those 1,105 peer plans:
- yield on beginning-of-plan-year total assets = -23.08% (12th-lowest)
- net earnings on investments = -$1,728,690 (133rd-lowest)
- total assets at beginning of plan year = $7,488,727 (344th-most)
- asset transfers to the plan = $0
- asset transfers from the plan = $0
- cash contributions from participants = $129,675
- cash contributions from employers = $78,013
- total contributions = $236,200
Visualize
Peers
better than Scranton Dodge 401(K) Plan in Scranton, PA (-30.14%), Noble Environmental, Inc. 401(K) Plan in Belle Vernon, PA (-29.56%), Waggoner Construction, Inc. Retirement Plan in East Berlin, PA (-26.42%), and Fishtown Analytics 401(K) Plan in Philadelphia, PA (-25.44%), and 7 others, ending with Bucks County Transport, Inc. Retirement Plan in Holicong, PA (-23.19%).
trailed Krystal Biotech, Inc. 401(K) Plan in Pittsburgh, PA (-23.01%), Roadrunner Recycling 401(K) Plan in Pittsburgh, PA (-22.76%), JVI Group Retirement Plan in York Springs, PA (-22.35%), and Atlantic Carbon Group, Inc. 401(K) Profit Sharing Plan in Hazleton, PA (-22.28%), and others, ending with Watson Friendship Academy 403(B) Retirement Plan in Sewickley, PA (4.44%).
trailed Krystal Biotech, Inc. 401(K) Plan in Pittsburgh, PA (-23.01%), Roadrunner Recycling 401(K) Plan in Pittsburgh, PA (-22.76%), JVI Group Retirement Plan in York Springs, PA (-22.35%), and Atlantic Carbon Group, Inc. 401(K) Profit Sharing Plan in Hazleton, PA (-22.28%), and others, ending with Watson Friendship Academy 403(B) Retirement Plan in Sewickley, PA (4.44%).
References
- in state. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.