Other · DOL Form 5500 · 2022
ACHIEVA Retirement Plan
Data updated 2026-08-11
- $25M
- Total assets
- 513
- Participants
- 80th
- Percentile by assets
- $48,184
- Avg per participant
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.
- 80th percentile by assets (of 139,126 plans)
- #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.
- $25M
- total plan assets (2022 EOY)
- 513
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $48,184
- avg assets per participant
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 vs the 2022 asset distribution
By assets, 403(b) Thrift Plan of Achieva outranks 80% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
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)
| 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.
403(b) Thrift Plan of Achieva vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to 403(b) Thrift Plan of Achieva by total assets, not by location.
Frequently Asked Questions
How did 403(b) Thrift Plan of Achieva assets move in 2022? ▼
How have ACHIEVA plan assets changed over time? ▼
Where does 403(b) Thrift Plan of Achieva rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to 403(b) Thrift Plan of Achieva? ▼
Next read for 403(b) Thrift Plan of Achieva
Scale reading
Ways to act on 403(b) Thrift Plan of Achieva's numbers.
- By total assets, 403(b) Thrift Plan of Achieva ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- ACHIEVA's sponsor-wide assets have grown 21.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans