Other · DOL Form 5500 · 2022

Elm Terrace Gardens Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
165
Participants Small participant base
50th
Percentile by assets National rank
$29,433
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Elm Terrace Gardens · Sponsored by Elm Terrace Gardens · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 165 participants

Elm Terrace Gardens's Retirement Plan of Elm Terrace Gardens reported $5M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,134 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Retirement Plan of Elm Terrace Gardens covers 165 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#11,134
in Healthcare & Social Assistance (20,060 peers)
+18.2%
assets growth YoY

Retirement Plan of Elm Terrace Gardens's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Plan of Elm Terrace Gardens vs every filed plan by assets

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

$4,856,502 Top 50% higher than 50% 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

Retirement Plan of Elm Terrace Gardens 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. Retirement Plan of Elm Terrace Gardens sits mid-pack in the medium band (165 participants).

DOL schedule card

Filing strip 232132688 · Elm Terrace Gardens PY 2022 · Other

Retirement Plan of Elm Terrace Gardens · $5M · 165 · 50th

  • NET $5M
  • BOOK 165
  • VS-ST 50th
  • BOY Other
  • SCH near Concepts Salary Deferral 403(b) Plan
  • EBSA ind #11134

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 →

Retirement Plan of Elm Terrace Gardens in the asset neighbourhood

Retirement Plan of Elm Terrace GardensRetirement Plan of Elm Terra…$5MTax Deferred Annuity Plan of Connecticut Renaissance, Inc.Tax Deferred Annuity Plan of…$5MConcepts Salary Deferral 403(b) PlanConcepts Salary Deferral 403…$5MPuff, Sierzega & Macfeeters LLC TrPuff, Sierzega & Macfeeters …$5MThe Council on Recovery 403(b) PlanThe Council on Recovery 403(…$5M
End-of-year total assets ($M) among Retirement Plan of Elm Terrace Gardens 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)$5M
Net Income$748K
Employer EIN232132688
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elm Terrace Gardens)

Sponsor-wide plan assets over time

All Elm Terrace Gardens plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.686972228159279% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.86M $4.39M ▼ -9.7%
Year Plans Participants Total Assets
2022 1 165 $5M
2023 1 219 $5M
2024 1 205 $4M

Nearby Other Plans in Pennsylvania

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

Retirement Plan of Elm Terrace Gardens vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Retirement Plan of Elm Terrace Gardens, Total assets ($B): 0.004856502 · Participants: 165Retirement Plan of Elm Terrace GardensThe 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
Retirement Plan of Elm Terrace Gardens vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Elm Terrace Gardens side-by-side with 3 peers →

Retirement Plan of Elm Terrace Gardens's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Concepts Salary Deferral 403(b) Plan in NY ($5M); by covered participants it is Three Rivers Hospital 403b Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Retirement Plan of Elm Terrace Gardens assets move in 2022? ▼
Retirement Plan of Elm Terrace Gardens grew sharply - up 18.2% during 2022, from $4M to $5M. Reported net income was $748K.
How have Elm Terrace Gardens plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elm Terrace Gardens's sponsor-wide assets declined 9.7%, from $5M to $4M.
Which Other plans are similar in size to Retirement Plan of Elm Terrace Gardens? ▼
Among Other plans in other states, the closest by assets is Concepts Salary Deferral 403(b) Plan in NY ($5M, 438 participants).
Which Other plans cover a similar participant headcount to Retirement Plan of Elm Terrace Gardens? ▼
Among Other plans in other states, the closest by covered participants is Three Rivers Hospital 403b Plan in TN (165 participants, N/A 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 232132688.

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.