Other · DOL Form 5500 · 2022

Jewish Association on Aging and Affiliated Programs Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
205
Participants Below avg headcount
62nd
Percentile by assets National rank
$42,733
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs · Sponsored by Jewish Association on Aging and Affiliated Programs · Pennsylvania · Healthcare & Social Assistance

$9M in assets, 205 participants

Jewish Association on Aging and Affiliated Programs's 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs reported $9M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,625 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs covers 205 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#13,625
in Healthcare & Social Assistance (20,060 peers)
-6.7%
assets change YoY

The plan reported a net loss of $627K 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 Association on Aging and Affiliated Programs's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs vs every filed plan by assets

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

$8,760,168 Top 38% higher than 62% 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 Association on Aging and Affiliated Programs 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 Association on Aging and Affiliated Programs sits mid-pack in the medium band (205 participants).

Plan-year Form 5500 strip

Filing strip 251720606 · Jewish Association on Aging and Affiliated Programs PY 2022 · Other

403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs · $9M · 205 · 62nd

  • ASSETS $9M
  • PCT 205
  • EIN 62nd
  • RANK Other
  • PHOTO near Early Childhood Development Co, LLC 403b DC Plan
  • IND ind #13625

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 Association on Aging and Affiliated Programs in the asset neighbourhood

Early Childhood Development Co, LLC 403b DC PlanEarly Childhood Development …$9MSalem Community Hospital R.N. Matching Retirement 403(b) PlanSalem Community Hospital R.N…$9M403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs403(b) Thrift Plan of Jewish…$9MFrontline Service Retirement PlanFrontline Service Retirement…$9MThe Washington Latin School Defined Contribution PlanThe Washington Latin School …$9M
End-of-year total assets ($M) among 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$627K
Employer EIN251720606
Plan Effective Date1993-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Association on Aging and Affiliated Programs)

Sponsor-wide plan assets over time

All Jewish Association on Aging and Affiliated Programs plans reported in each filing year

Latest sponsor-wide plan assets
$13M 2.1302864161669404% vs 2022
2024 filing year
$12.2M$12.4M$12.6M$12.8M$13M$13.2M 202220232024 $13M $12.7M ▼ -2.2%
Year Plans Participants Total Assets
2022 2 334 $13M
2023 2 277 $12M
2024 2 259 $13M

Nearby Other Plans in Pennsylvania

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

403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs, Total assets ($B): 0.008760168 · Participants: 205403(b) Thrift Plan of Jewish Association on Aging and Affiliated ProgramsThe 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 Association on Aging and Affiliated Programs vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs side-by-side with 3 peers →

403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Early Childhood Development Co, LLC 403b DC Plan in GA ($9M); by covered participants it is Mental Health Connecticut, Inc. Retirement Plan in CT (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Association on Aging and Affiliated Programs assets move in 2022? ▼
403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs pulled back noticeably - down 6.7% during 2022, from $9M to $9M. Reported net income was -$627K.
How have Jewish Association on Aging and Affiliated Programs plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Association on Aging and Affiliated Programs's sponsor-wide assets declined 2.1%, from $13M to $13M.
Which Other plans are similar in size to 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs? ▼
Among Other plans in other states, the closest by assets is Early Childhood Development Co, LLC 403b DC Plan in GA ($9M, 188 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs? ▼
Among Other plans in other states, the closest by covered participants is Mental Health Connecticut, Inc. Retirement Plan in CT (205 participants, $5M 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 251720606.

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.