Other · DOL Form 5500 · 2022

Jessica & Friends Community Retirement Plan

Data updated 2026-08-25

$759K
Total assets Small plan by assets
110
Participants Small participant base
22nd
Percentile by assets National rank
$6,903
Avg per participant Low balance/head
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Official DOL plan name: Jessica & Friends Retirement Plan · Sponsored by Jessica & Friends Community · Pennsylvania · Healthcare & Social Assistance

$759K in assets, 110 participants

Jessica & Friends Community's Jessica & Friends Retirement Plan reported $759K in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,752 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Jessica & Friends Retirement Plan covers 110 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $759K.

#3,752
in Healthcare & Social Assistance (20,060 peers)
-13.0%
assets change YoY

The plan reported a net loss of $113K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jessica & Friends Retirement Plan among the smaller filed plans by assets

Jessica & Friends Retirement Plan vs every filed plan by assets

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

$759,322 22nd percentile higher than 22% 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

Jessica & Friends Retirement 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. Jessica & Friends Retirement Plan sits mid-pack in the medium band (110 participants).

Plan-year Form 5500 strip

Filing strip 232991619 · Jessica & Friends Community PY 2022 · Other

Jessica & Friends Retirement Plan · $759K · 110 · 22nd

  • EOY $759K
  • 5500 110
  • ASSETS 22nd
  • PCT Other
  • EIN near Phoenix Programs of Florida, Inc. 403(b) Plan
  • RANK ind #3752

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 →

Jessica & Friends Retirement Plan in the asset neighbourhood

Jessica & Friends Retirement PlanJessica & Friends Retirement…$759KPhoenix Programs of Florida, Inc. 403(b) PlanPhoenix Programs of Florida,…$757KSafe Haven of Greater Waterbury, Inc Tax Deferred AnnuitySafe Haven of Greater Waterb…$757KIntegrated Living Srv. 403(b) Retirement PlanIntegrated Living Srv. 403(b…$756KPortsmouth Christian Academy 403(b) Pntsa PlanPortsmouth Christian Academy…$755K
End-of-year total assets ($M) among Jessica & Friends Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$872K
Net Assets (End of Year)$759K
Net Income-$113K
Employer EIN232991619
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jessica & Friends Community)

Sponsor-wide plan assets over time

All Jessica & Friends Community plans reported in each filing year

Latest sponsor-wide plan assets
$1M 90.46978752097266% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.76M $1.45M ▲ +90.8%
Year Plans Participants Total Assets
2022 1 110 $759K
2023 1 107 $1M
2024 1 150 $1M

Nearby Other Plans in Pennsylvania

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

Jessica & Friends Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Jessica & Friends Retirement Plan, Total assets ($B): 0.000759322 · Participants: 110Jessica & Friends Retirement 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
Jessica & Friends Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Jessica & Friends Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Phoenix Programs of Florida, Inc. 403(b) Plan in FL ($757K); by covered participants it is Valley Christian School System 403(b) Plan in CA (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Jessica & Friends Retirement Plan assets move in 2022?
Jessica & Friends Retirement Plan pulled back noticeably - down 13.0% during 2022, from $872K to $759K. Reported net income was -$113K.
How have Jessica & Friends Community plan assets changed over time?
Across 3 plan years on file (2022-2024), Jessica & Friends Community's sponsor-wide assets grew 90.5%, from $759K to $1M.
Where does Jessica & Friends Retirement Plan rank by assets among Form 5500 filers?
Jessica & Friends Retirement Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Jessica & Friends Retirement Plan?
Among Other plans in other states, the closest by assets is Phoenix Programs of Florida, Inc. 403(b) Plan in FL ($757K, 111 participants).
Which Other plans cover a similar participant headcount to Jessica & Friends Retirement Plan?
Among Other plans in other states, the closest by covered participants is Valley Christian School System 403(b) Plan in CA (110 participants, $2M in assets).