Other · DOL Form 5500 · 2022
Public Health Management Corp. Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 540
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $33,993
- Avg per participant Low balance/head
Official DOL plan name: Phmc 403(b) Plan · Sponsored by Public Health Management Corp. · Pennsylvania · Healthcare & Social Assistance
$18M in assets, 540 participants
Public Health Management Corp.'s Phmc 403(b) Plan reported $18M in total assets and 540 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #16,018 in Healthcare & Social Assistance (20,060 peers)
Where Phmc 403(b) Plan sits by assets
Phmc 403(b) Plan sits in the top quartile of all filed plans by assets, $18M for 540 participants (~$33,993/participant), down 3.6% in 2022.
- #16,018
- in Healthcare & Social Assistance (20,060 peers)
- -3.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $678K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phmc 403(b) Plan's outsized position by total assets
Phmc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,356,275 Top 24% higher than 76% 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
Phmc 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. Phmc 403(b) Plan sits mid-pack in the medium band (540 participants).
EBSA filing schedule strip
Filing strip 237221025 · Public Health Management Corp. PY 2022 · Other
Phmc 403(b) Plan · $18M · 540 · 76th
- RANK $18M
- RANK 540
- RANK 76th
- RANK Other
- RANK near Packard Children's Health Alliance 403(b) Retirement Plan
- RANK ind #16018
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 →
Phmc 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$678K |
| Employer EIN | 237221025 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Public Health Management Corp.)
Sponsor-wide plan assets over time
All Public Health Management Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 28.936911655302914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,887 | $84M |
| 2023 | 2 | 1,842 | $97M |
| 2024 | 2 | 1,878 | $109M |
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
Phmc 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Packard Children's Health Alliance 403(b) Retirement Plan in CA ($18M); by covered participants it is St. Ambrose University Defined Contribution Plan in IA (540 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (540 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.