Other · DOL Form 5500 · 2022

Jewish Home of Eastern Pennsylvania Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
159
Participants Small participant base
44th
Percentile by assets National rank
$22,228
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania · Sponsored by Jewish Home of Eastern Pennsylvania · Pennsylvania · Healthcare & Social Assistance

$4M in assets, 159 participants

Jewish Home of Eastern Pennsylvania's 403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania reported $4M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,618 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania covers 159 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#9,618
in Healthcare & Social Assistance (20,060 peers)
-10.9%
assets change YoY

The plan reported a net loss of $431K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania vs every filed plan by assets

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

$3,534,178 44th percentile higher than 44% 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

403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania 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 Jewish Home of Eastern Pennsylvania sits mid-pack in the medium band (159 participants).

Published 5500 schedule card

Filing strip 240798701 · Jewish Home of Eastern Pennsylvania PY 2022 · Other

403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania · $4M · 159 · 44th

  • BOOK $4M
  • VS-ST 159
  • BOY 44th
  • SCH Other
  • EBSA near Mountain Projects, Inc. Tax Deferred Annuity Plan
  • PART ind #9618

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 Jewish Home of Eastern Pennsylvania in the asset neighbourhood

Mountain Projects, Inc. Tax Deferred Annuity PlanMountain Projects, Inc. Tax …$4MNeighborhood Health Clinics, Inc. 403(b) PlanNeighborhood Health Clinics,…$4M403(b) Thrift Plan of Jewish Community of Louisville, Inc.403(b) Thrift Plan of Jewish…$4M403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania403(b) Thrift Plan of Jewish…$4M403(b) Thrift Plan for Employees of Gibault Inc403(b) Thrift Plan for Emplo…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$431K
Employer EIN240798701
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Home of Eastern Pennsylvania)

Sponsor-wide plan assets over time

All Jewish Home of Eastern Pennsylvania plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.06814823701579% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $3.53M $2.33M ▼ -34.0%
Year Plans Participants Total Assets
2022 1 159 $4M
2023 1 155 $3M
2024 1 187 $2M

Nearby Other Plans in Pennsylvania

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

403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants 403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania, Total assets ($B): 0.003534178 · Participants: 159403(b) Thrift Plan of Jewish Home of Eastern PennsylvaniaThe 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
403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare 403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania side-by-side with 3 peers →

403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Mountain Projects, Inc. Tax Deferred Annuity Plan in NC ($4M); by covered participants it is Muscular Dystrophy Association, Inc. Savings Plan in IL (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania assets move in 2022? ▼
403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania pulled back noticeably - down 10.9% during 2022, from $4M to $4M. Reported net income was -$431K.
How have Jewish Home of Eastern Pennsylvania plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Home of Eastern Pennsylvania's sponsor-wide assets declined 34.1%, from $4M to $2M.
Which Other plans are similar in size to 403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania? ▼
Among Other plans in other states, the closest by assets is Mountain Projects, Inc. Tax Deferred Annuity Plan in NC ($4M, 138 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Jewish Home of Eastern Pennsylvania? ▼
Among Other plans in other states, the closest by covered participants is Muscular Dystrophy Association, Inc. Savings Plan in IL (159 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 240798701.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.