Other · DOL Form 5500 · 2022

Newcourtland Elder Services Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
370
Participants Below avg headcount
64th
Percentile by assets National rank
$26,079
Avg per participant Low balance/head
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Official DOL plan name: Newcourtland Elder Services 403(b) Plan · Sponsored by Newcourtland Elder Services · Pennsylvania · Healthcare & Social Assistance

$10M in assets, 370 participants

Newcourtland Elder Services's Newcourtland Elder Services 403(b) Plan reported $10M in total assets and 370 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,967 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Newcourtland Elder Services 403(b) Plan covers 370 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#13,967
in Healthcare & Social Assistance (20,060 peers)
-17.4%
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.

Newcourtland Elder Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Newcourtland Elder Services 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,649,214 Top 36% higher than 64% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Newcourtland Elder Services 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. Newcourtland Elder Services 403(b) Plan sits mid-pack in the medium band (370 participants).

Plan-year Form 5500 strip

Filing strip 232734102 · Newcourtland Elder Services PY 2022 · Other

Newcourtland Elder Services 403(b) Plan · $10M · 370 · 64th

  • 5500 $10M
  • ASSETS 370
  • PCT 64th
  • EIN Other
  • RANK near Platte Health Center 403(b) Plan
  • PHOTO ind #13967

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 →

Newcourtland Elder Services 403(b) Plan in the asset neighbourhood

Buffalo Anesthesia Associates, P.C. Pension Trust PlanBuffalo Anesthesia Associate…$10MNewcourtland Elder Services 403(b) PlanNewcourtland Elder Services …$10MPlatte Health Center 403(b) PlanPlatte Health Center 403(b) …$10MTri Valley Health System Retirement PlanTri Valley Health System Ret…$10MChild Development Council of Franklin County, Inc. Irc 403(b) Tax Deferred Retirement PlanChild Development Council of…$10M
End-of-year total assets ($M) among Newcourtland Elder Services 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN232734102
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newcourtland Elder Services)

Sponsor-wide plan assets over time

All Newcourtland Elder Services plans reported in each filing year

Latest sponsor-wide plan assets
$13M 37.487022259015085% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.65M $13.3M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 370 $10M
2023 1 354 $11M
2024 1 352 $13M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Newcourtland Elder Services 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Newcourtland Elder Services 403(b) Plan, Total assets ($B): 0.009649214 · Participants: 370Newcourtland Elder Services 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Newcourtland Elder Services 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Newcourtland Elder Services 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Platte Health Center 403(b) Plan in SD ($10M); by covered participants it is My Community Dental Centers, Inc. 403(b) Plan in MI (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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.

Frequently Asked Questions

How did Newcourtland Elder Services 403(b) Plan assets move in 2022? ▼
Newcourtland Elder Services 403(b) Plan declined sharply - down 17.4% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Newcourtland Elder Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newcourtland Elder Services's sponsor-wide assets grew 37.5%, from $10M to $13M.
Which Other plans are similar in size to Newcourtland Elder Services 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Platte Health Center 403(b) Plan in SD ($10M, 150 participants).
Which Other plans cover a similar participant headcount to Newcourtland Elder Services 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is My Community Dental Centers, Inc. 403(b) Plan in MI (370 participants, $16M in assets).