Other · DOL Form 5500 · 2022
Upmc Jameson Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 439
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $44,485
- Avg per participant Low balance/head
Official DOL plan name: Jameson Health System, Inc. 403(b) Plan · Sponsored by Upmc Jameson Health System, Inc. · Pennsylvania · Healthcare & Social Assistance
$20M in assets, 439 participants
Upmc Jameson Health System, Inc.'s Jameson Health System, Inc. 403(b) Plan reported $20M in total assets and 439 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #16,165 in Healthcare & Social Assistance (20,060 peers)
Where Jameson Health System, Inc. 403(b) Plan sits by assets
Jameson Health System, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $20M for 439 participants (~$44,485/participant), down 26.6% in 2022.
- #16,165
- in Healthcare & Social Assistance (20,060 peers)
- -26.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jameson Health System, Inc. 403(b) Plan's outsized position by total assets
Jameson Health System, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,529,134 Top 23% higher than 77% 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
Jameson Health System, Inc. 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. Jameson Health System, Inc. 403(b) Plan sits mid-pack in the medium band (439 participants).
Published 5500 schedule card
Filing strip 251536036 · Upmc Jameson Health System, Inc. PY 2022 · Other
Jameson Health System, Inc. 403(b) Plan · $20M · 439 · 77th
- PART $20M
- PART 439
- PART 77th
- PART Other
- PART near Oclc Supplemental Plan
- PART ind #16165
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 →
Jameson Health System, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$7M |
| Employer EIN | 251536036 |
| Plan Effective Date | 2006-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upmc Jameson Health System, Inc.)
Sponsor-wide plan assets over time
All Upmc Jameson Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 5.32200250149341% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 439 | $20M |
| 2023 | 1 | 390 | $21M |
| 2024 | 1 | 274 | $21M |
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
Jameson Health System, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Oclc Supplemental Plan in OH ($20M); by covered participants it is The Monterey Bay Aquarium Retirement Plan in CA (439 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Oclc Supplemental Plan (OH) $20M · 811
- Journey Care, Inc. 403(b) Retirement Savings Plan (IL) $20M · 523
- Imagine! 403(b) Plan (CO) $20M · 298
- Boyce Thompson Institute 403(b) Retirement Plan (NY) $20M · 97
Similar participant headcount
Nearest other-state filings by covered participants (439 participants); asset peers above are excluded.
- The Monterey Bay Aquarium Retirement Plan (CA) 439 · 0 off
- Lawrence Technological University DC Retirement Plan (MI) 438 · 1 off
- St. David's Center 403(b) Plan (MN) 440 · 1 off
- Valley Christian Schools Retirement Plan (CA) 438 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.