Other · DOL Form 5500 · 2022
Pennswood Village Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 377
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $47,064
- Avg per participant Low balance/head
Official DOL plan name: Pennswood Village 403b Plan · Sponsored by Pennswood Village · Pennsylvania · Healthcare & Social Assistance
$18M in assets, 377 participants
Pennswood Village's Pennswood Village 403b Plan reported $18M in total assets and 377 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #15,941 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Pennswood Village 403b Plan covers 377 participants in Pennsylvania, about 46% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.
- #15,941
- in Healthcare & Social Assistance (20,060 peers)
- -18.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pennswood Village 403b Plan's outsized position by total assets
Pennswood Village 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,742,975 Top 25% higher than 75% 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
Pennswood Village 403b 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. Pennswood Village 403b Plan sits mid-pack in the medium band (377 participants).
EBSA filing schedule strip
Filing strip 232021541 · Pennswood Village PY 2022 · Other
Pennswood Village 403b Plan · $18M · 377 · 75th
- SCH $18M
- EBSA 377
- PART 75th
- TYPE Other
- NET near Morris College 403(b) Defined Contribution Plan
- BOOK ind #15941
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 Pennsylvania →
Pennswood Village 403b Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$4M |
| Employer EIN | 232021541 |
| Plan Effective Date | 1980-06-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pennswood Village)
Sponsor-wide plan assets over time
All Pennswood Village plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 17.283274084532046% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 377 | $18M |
| 2023 | 1 | 354 | $20M |
| 2024 | 1 | 392 | $21M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Pennswood Village 403b Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Morris College 403(b) Defined Contribution Plan in SC ($18M); by covered participants it is Samaritan Healthcare & Hospice, Inc. 403(b) Plan in NJ (377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (377 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.