Other · DOL Form 5500 · 2023

Whitemarsh Continuing Care Community Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
315
Participants Below avg headcount
58th
Percentile by assets National rank
$30,651
Avg per participant Low balance/head
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Official DOL plan name: The Hill at Whitemarsh 403(b) Retirement Plan · Sponsored by Whitemarsh Continuing Care Community · Pennsylvania · Other Services

$10M in assets, 315 participants

Whitemarsh Continuing Care Community's The Hill at Whitemarsh 403(b) Retirement Plan reported $10M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,949 in Other Services (7,857 peers)

Coverage in Pennsylvania

The Hill at Whitemarsh 403(b) Retirement Plan covers 315 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#5,949
in Other Services (7,857 peers)
+21.8%
assets growth YoY

The Hill at Whitemarsh 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

The Hill at Whitemarsh 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,655,018 Top 42% higher than 58% of 127,068 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 2023

The Hill at Whitemarsh 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hill at Whitemarsh 403(b) Retirement Plan sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Hill at Whitemarsh 403(b) Retirement Plan reported net income rose from -$642K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Hill at Whitemarsh 403(b) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Hill at Whitemarsh 403(b) Retirement Plan reported participants rose from 305 in the plan year 2022 filing to 315 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 830344521 · Whitemarsh Continuing Care Community PY 2023 · Other

The Hill at Whitemarsh 403(b) Retirement Plan · $10M · 315 · 58th

  • TYPE $10M
  • NET 315
  • BOOK 58th
  • VS-ST Other
  • BOY near Girl Scouts of San Jacinto Council 401(k) Profit Sharing Plan
  • SCH ind #5949

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 Other Services retirement plans → · Plans in Pennsylvania →

The Hill at Whitemarsh 403(b) Retirement Plan in the asset neighbourhood

Brethren Hillcrest Homes 403(b) PlanBrethren Hillcrest Homes 403…$10MThe Hill at Whitemarsh 403(b) Retirement PlanThe Hill at Whitemarsh 403(b…$10MAdmiral Farragut Academy, Inc. 403(b) DC PlanAdmiral Farragut Academy, In…$10MGirl Scouts of San Jacinto Council 401(k) Profit Sharing PlanGirl Scouts of San Jacinto C…$10M403b Thrift Plan for Employees of Methodist Home for Children403b Thrift Plan for Employe…$10M
End-of-year total assets ($M) among The Hill at Whitemarsh 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN830344521
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitemarsh Continuing Care Community)

Sponsor-wide plan assets over time

All Whitemarsh Continuing Care Community plans reported in each filing year

Latest sponsor-wide plan assets
$12M 49.16693505546218% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.93M $11.8M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 305 $8M
2023 1 315 $10M
2024 1 331 $12M

Nearby Other Plans in Pennsylvania

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

The Hill at Whitemarsh 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants The Hill at Whitemarsh 403(b) Retirement Plan, Total assets ($B): 0.009655018 · Participants: 315The Hill at Whitemarsh 403(b) Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
The Hill at Whitemarsh 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The Hill at Whitemarsh 403(b) Retirement Plan side-by-side with 3 peers →

The Hill at Whitemarsh 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Girl Scouts of San Jacinto Council 401(k) Profit Sharing Plan in TX ($10M); by covered participants it is Piedmont University Tax Deferred Retirement Annuity P in GA (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Hill at Whitemarsh 403(b) Retirement Plan assets move in 2023? ▼
The Hill at Whitemarsh 403(b) Retirement Plan grew sharply - up 21.8% during 2023, from $8M to $10M. Reported net income was $2M.
How have Whitemarsh Continuing Care Community plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitemarsh Continuing Care Community's sponsor-wide assets grew 49.2%, from $8M to $12M.
Which Other plans are similar in size to The Hill at Whitemarsh 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Girl Scouts of San Jacinto Council 401(k) Profit Sharing Plan in TX ($10M, 190 participants).
Which Other plans cover a similar participant headcount to The Hill at Whitemarsh 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Piedmont University Tax Deferred Retirement Annuity P in GA (315 participants, $43M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830344521.

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.