Other · DOL Form 5500 · 2022
ACHIEVA Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 513
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $48,184
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Achieva · Sponsored by ACHIEVA · Pennsylvania · Healthcare & Social Assistance
$25M in assets, 513 participants
ACHIEVA's 403(b) Thrift Plan of Achieva reported $25M in total assets and 513 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #16,718 in Healthcare & Social Assistance (20,060 peers)
Where 403(b) Thrift Plan of Achieva sits by assets
403(b) Thrift Plan of Achieva sits in the top quartile of all filed plans by assets, $25M for 513 participants (~$48,184/participant), down 12.9% in 2022.
- #16,718
- in Healthcare & Social Assistance (20,060 peers)
- -12.9%
- 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.
403(b) Thrift Plan of Achieva's outsized position by total assets
403(b) Thrift Plan of Achieva vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,718,389 Top 20% higher than 80% 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
403(b) Thrift Plan of Achieva 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. 403(b) Thrift Plan of Achieva sits mid-pack in the medium band (513 participants).
Published 5500 schedule card
Filing strip 251505216 · ACHIEVA PY 2022 · Other
403(b) Thrift Plan of Achieva · $25M · 513 · 80th
- NET $25M
- BOOK 513
- VS-ST 80th
- BOY Other
- SCH near Consortium for Oceannleadership, Inc 403b Plan
- EBSA ind #16718
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 →
403(b) Thrift Plan of Achieva in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$4M |
| Employer EIN | 251505216 |
| Plan Effective Date | 2006-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ACHIEVA)
Sponsor-wide plan assets over time
All ACHIEVA plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 21.44288610394472% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 513 | $25M |
| 2023 | 1 | 661 | $28M |
| 2024 | 1 | 646 | $30M |
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
403(b) Thrift Plan of Achieva's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Consortium for Oceannleadership, Inc 403b Plan in DC ($25M); by covered participants it is The Children's Hospital Corporation Joint Appointees Retirement Plan in MA (513 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (513 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.