Other · DOL Form 5500 · 2022
JUDSON Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 461
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $18,196
- Avg per participant Low balance/head
Official DOL plan name: Judson 403(b) Plan · Sponsored by JUDSON · Ohio · Healthcare & Social Assistance
$8M in assets, 461 participants
JUDSON's Judson 403(b) Plan reported $8M in total assets and 461 participants in its 2022 DOL Form 5500 filing, ranking in the 61st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #13,447 in Healthcare & Social Assistance (20,060 peers)
JUDSON multi-year trail
JUDSON's plans moved +34.8% in assets from 2022 to 2024; this filing shows Judson 403(b) Plan at $8M / 461 participants.
- #13,447
- in Healthcare & Social Assistance (20,060 peers)
- -16.5%
- 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.
Judson 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Judson 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,388,535 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Judson 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Judson 403(b) Plan sits mid-pack in the medium band (461 participants).
DOL schedule card
Filing strip 340714539 · JUDSON PY 2022 · Other
Judson 403(b) Plan · $8M · 461 · 61st
- ASSETS $8M
- PCT 461
- EIN 61st
- RANK Other
- PHOTO near The Arc Montgomery County Tax Sheltered Annuity Plan
- IND ind #13447
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Judson 403(b) Plan in the asset neighbourhood
JUDSON multi-year asset trail
Sponsor-wide plan assets over time
All JUDSON plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 34.82229018535418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 461 | $8M |
| 2023 | 1 | 468 | $10M |
| 2024 | 2 | 478 | $11M |
JUDSON filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 340714539 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
Judson 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is The Arc Montgomery County Tax Sheltered Annuity Plan in MD ($8M); by covered participants it is Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan in FL (461 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (461 participants); asset peers above are excluded.
- Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan (FL) 461 · 0 off
- Mcpherson College 403(b) Plan (KS) 460 · 1 off
- Lawrenceville School Defined Contribution Retirement Plan (NJ) 462 · 1 off
- Lubbock Christian University 403(b) Plan (TX) 460 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.