Other · DOL Form 5500 · 2022
Upmc Jameson Health System, Inc. Retirement Plan
Data updated 2026-08-11
- $20M
- Total assets
- 439
- Participants
- 77th
- Percentile by assets
- $44,485
- Avg per participant
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.
- 77th percentile by assets (of 139,126 plans)
- #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.
- $20M
- total plan assets (2022 EOY)
- 439
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $44,485
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Jameson Health System, Inc. 403(b) Plan outranks 77% 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) | $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.)
| 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.
Jameson Health System, Inc. 403(b) Plan 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 Jameson Health System, Inc. 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Jameson Health System, Inc. 403(b) Plan assets move in 2022? ▼
How have Upmc Jameson Health System, Inc. plan assets changed over time? ▼
Where does Jameson Health System, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Jameson Health System, Inc. 403(b) Plan? ▼
Next read for Jameson Health System, Inc. 403(b) Plan
Scale reading
Ways to act on Jameson Health System, Inc. 403(b) Plan's numbers.
- By total assets, Jameson Health System, Inc. 403(b) Plan 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
- Upmc Jameson Health System, Inc.'s sponsor-wide assets have grown 5.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans