401(k) · DOL Form 5500 · 2023

Senior Health Properties - South Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
547
Participants Below avg headcount
32nd
Percentile by assets National rank
$4,119
Avg per participant Low balance/head
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Official DOL plan name: Senior Health Properties - South Inc 401(k) Plan · Sponsored by Senior Health Properties - South Inc · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 547 participants

Senior Health Properties - South Inc's Senior Health Properties - South Inc 401(k) Plan reported $2M in total assets and 547 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,499 in Healthcare & Social Assistance (17,684 peers)

Senior Health Properties - South Inc multi-year trail

Senior Health Properties - South Inc's plans moved +24.8% in assets from 2022 to 2024; this filing shows Senior Health Properties - South Inc 401(k) Plan at $2M / 547 participants.

#5,499
in Healthcare & Social Assistance (17,684 peers)
+14.2%
assets growth YoY

Senior Health Properties - South Inc 401(k) Plan among the smaller filed plans by assets

Senior Health Properties - South Inc 401(k) Plan vs every filed plan by assets

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

$2,253,156 32nd percentile higher than 32% 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

Senior Health Properties - South Inc 401(k) 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. Senior Health Properties - South Inc 401(k) Plan sits mid-pack in the medium band (547 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Senior Health Properties - South Inc 401(k) Plan reported net income rose from -$368K in the plan year 2022 filing to $280K in the plan year 2023 filing.
  • Senior Health Properties - South Inc 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Senior Health Properties - South Inc 401(k) Plan reported participants fell from 565 in the plan year 2022 filing to 547 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311571683 · Senior Health Properties - South Inc PY 2023 · 401(k)

Senior Health Properties - South Inc 401(k) Plan · $2M · 547 · 32nd

  • EOY $2M
  • EOY 547
  • EOY 32nd
  • EOY 401(k)
  • EOY near Zga Architects and Planners, Chrtd. 401(k) Profit Sharing Plan
  • EOY ind #5499

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 →

Senior Health Properties - South Inc 401(k) Plan in the asset neighbourhood

Senior Health Properties - South Inc 401(k) PlanSenior Health Properties - S…$2MZga Architects and Planners, Chrtd. 401(k) Profit Sharing PlanZga Architects and Planners,…$2MThe Boys & Girls Club of Palm Beach 401(k) PlanThe Boys & Girls Club of Pal…$2MWest Jefferson Radiology, LLC 401(k) Profit SharinWest Jefferson Radiology, LL…$2MTriad Adult and Pediatric Medicine, Inc. 401(k) PlanTriad Adult and Pediatric Me…$2M
End-of-year total assets ($M) among Senior Health Properties - South Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Senior Health Properties - South Inc multi-year asset trail

Sponsor-wide plan assets over time

All Senior Health Properties - South Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.83607163889843% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.97M $2.46M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 565 $2M
2023 1 547 $2M
2024 1 590 $2M

Senior Health Properties - South Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$280K
Employer EIN311571683
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Senior Health Properties - South Inc 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Senior Health Properties - South Inc 401(k) Plan, Total assets ($B): 0.002253156 · Participants: 547Senior Health Properties - South Inc 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Senior Health Properties - South Inc 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Senior Health Properties - South Inc 401(k) Plan side-by-side with 3 peers →

Senior Health Properties - South Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Zga Architects and Planners, Chrtd. 401(k) Profit Sharing Plan in ID ($2M); by covered participants it is 401(k) & Profit Sharing Plan of Hitachi Astemo in OH (547 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (547 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 Senior Health Properties - South Inc 401(k) Plan assets move in 2023? ▼
Senior Health Properties - South Inc 401(k) Plan grew at a solid clip - up 14.2% during 2023, from $2M to $2M. Reported net income was $280K.
How have Senior Health Properties - South Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Senior Health Properties - South Inc's sponsor-wide assets grew 24.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Senior Health Properties - South Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zga Architects and Planners, Chrtd. 401(k) Profit Sharing Plan in ID ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Senior Health Properties - South Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) & Profit Sharing Plan of Hitachi Astemo in OH (547 participants, N/A 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 311571683.

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.