Other · DOL Form 5500 · 2022

Newcourtland Elder Services Retirement Plan

Data updated 2026-08-11

$10M
Total assets
370
Participants
64th
Percentile by assets
$26,079
Avg per participant
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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.

  • 64th percentile by assets (of 139,126 plans)
  • #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.

$10M
total plan assets (2022 EOY)
370
covered participants
64th
percentile by assets (of 139,126 plans)
$26,079
avg assets per participant

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.

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Newcourtland Elder Services 403(b) Plan reports 370 participants - about 45% of that state average ($10M EOY assets).

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)

$8M$10M$12M$14M 202220232024 $9.65M $13.3M ▲ +37.5%
Total plan assets by year, all Newcourtland Elder Services plans on file
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

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 S…The University of Pe…Upmc 403(b) Retireme…The University of Pe…Carnegie Mellon Univ…Jefferson Defined Co…
Newcourtland Elder Services 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Newcourtland Elder Services 403(b) Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Newcourtland Elder Services 403(b) Plan's numbers.