Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Jefferson Community Health Center Inc. Employees Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jefferson Community Health Center Inc. · Nebraska · Healthcare & Social Assistance

What the 2023 filing shows

Jefferson Community Health Center Inc. Employees Pension Plan holds $6M for 238 participants — about $25,497 per participant, down 20.2% over the 2022 plan year.

$6M
total plan assets (2022 EOY)
238
covered participants
$25,497
avg assets per participant
-20.2%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$6M
Participants
238
State
Industry
Healthcare & Social Assistance

What the Filing Says About Jefferson Community Health Center Inc. Employees Pension Plan

Jefferson Community Health Center Inc. Employees Pension Plan is a Money Purchase retirement plan sponsored by Jefferson Community Health Center Inc., headquartered in Nebraska. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 238 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 470468078, and the plan has been effective since 1994-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2022 to $6M at year-end — a decline of 20.2%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-1,538,460 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-1,538,460
Plan TypeMoney Purchase
Employer EIN470468078
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson Community Health Center Inc.)

Year Plans Participants Total Assets
2022 2 476 $16M
2023 2 510 $19M
2024 2 494 $22M

Nearby Money Purchase Plans in Nebraska

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Jefferson Community Health Center Inc. Employees Pension Plan?
As of the 2022 Form 5500 filing, Jefferson Community Health Center Inc. Employees Pension Plan holds $6M in total assets with 238 participants. It is sponsored by Jefferson Community Health Center Inc..
What type of plan is Jefferson Community Health Center Inc. Employees Pension Plan?
Jefferson Community Health Center Inc. Employees Pension Plan is a Money Purchase plan. It has been effective since 1994-10-01. The plan is filed with the U.S. Department of Labor under EIN 470468078.
Who sponsors the Jefferson Community Health Center Inc. Employees Pension Plan?
Jefferson Community Health Center Inc. Employees Pension Plan is sponsored by Jefferson Community Health Center Inc., located in Nebraska. The sponsor's EIN is 470468078 and the plan operates in the Healthcare & Social Assistance industry.
How did Jefferson Community Health Center Inc. Employees Pension Plan perform in 2022?
Jefferson Community Health Center Inc. Employees Pension Plan declined by 20.2% during 2022, moving from $8M to $6M in total assets. Net income was $-1,538,460.
Where can I find official filings for Jefferson Community Health Center Inc. Employees Pension Plan?
Official Form 5500 filings for Jefferson Community Health Center Inc. Employees Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 470468078 or plan name at efast.dol.gov.
How does Jefferson Community Health Center Inc. Employees Pension Plan compare to other plans?
You can compare Jefferson Community Health Center Inc. Employees Pension Plan against other Money Purchase plans on the plan type page, or view plans in Nebraska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 470468078.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.