Other · DOL Form 5500 · 2023
ACHIEVA Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 661
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $42,205
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Achieva · Sponsored by ACHIEVA · Pennsylvania · Healthcare & Social Assistance
$28M in assets, 661 participants
ACHIEVA's 403(b) Thrift Plan of Achieva reported $28M in total assets and 661 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,418 in Healthcare & Social Assistance (17,684 peers)
Where 403(b) Thrift Plan of Achieva sits by assets
403(b) Thrift Plan of Achieva sits in the top quartile of all filed plans by assets, $28M for 661 participants (~$42,205/participant), up 12.9% in 2023.
- #14,418
- in Healthcare & Social Assistance (17,684 peers)
- +12.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
403(b) Thrift Plan of Achieva's outsized position by total assets
403(b) Thrift Plan of Achieva vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,897,322 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan of Achieva 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. 403(b) Thrift Plan of Achieva sits mid-pack in the medium band (661 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Achieva reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- 403(b) Thrift Plan of Achieva reported participants rose from 513 in the plan year 2022 filing to 661 in the plan year 2023 filing.
- 403(b) Thrift Plan of Achieva end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 251505216 · ACHIEVA PY 2023 · Other
403(b) Thrift Plan of Achieva · $28M · 661 · 78th
- PART $28M
- TYPE 661
- NET 78th
- BOOK Other
- VS-ST near Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan
- BOY ind #14418
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 Achieva in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 251505216 |
| Plan Effective Date | 2006-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ACHIEVA)
Sponsor-wide plan assets over time
All ACHIEVA plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 21.44288610394472% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 513 | $25M |
| 2023 | 1 | 661 | $28M |
| 2024 | 1 | 646 | $30M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
403(b) Thrift Plan of Achieva's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan in WI ($28M); by covered participants it is Connecticut College Defined Contribution and Tda Retirement Plan in CT (661 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (661 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.