Other · DOL Form 5500 · 2023

JUDSON Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 468
Participants Below avg headcount: 58th
Percentile by assets National rank: $20,524
Avg per participant Low balance/head

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Official DOL plan name: Judson 403(b) Plan · Sponsored by JUDSON · Ohio · Healthcare & Social Assistance

$10M in assets, 468 participants

JUDSON's Judson 403(b) Plan reported $10M in total assets and 468 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.

#11,202 in Healthcare & Social Assistance (17,684 peers)

JUDSON multi-year trail

JUDSON's plans moved +34.8% in assets from 2022 to 2024; this filing shows Judson 403(b) Plan at $10M / 468 participants.

#11,202
in Healthcare & Social Assistance (17,684 peers): +14.5%
assets growth YoY

Judson 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Judson 403(b) Plan vs every filed plan by assets

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

$9,605,332 Top 42% higher than 58% 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

Judson 403(b) 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. Judson 403(b) Plan sits mid-pack in the medium band (468 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Judson 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Judson 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Judson 403(b) Plan reported participants rose from 461 in the plan year 2022 filing to 468 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340714539 · JUDSON PY 2023 · Other

Judson 403(b) Plan · $10M · 468 · 58th

ASSETS $10M
ASSETS 468
ASSETS 58th
ASSETS Other
ASSETS near The Arc Montgomery County Tax Sheltered Annuity Plan
ASSETS ind #11202

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 Ohio →

End-of-year total assets ($M) among Judson 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

JUDSON multi-year asset trail

Latest sponsor-wide plan assets: $11M 34.82229018535418% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	461	$8M
2023	1	468	$10M
2024	2	478	$11M

JUDSON filing trail (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$1M
Employer EIN	340714539
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Ohio

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

Judson 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants

Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941

Compare Judson 403(b) Plan side-by-side with 3 peers →

Judson 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The Arc Montgomery County Tax Sheltered Annuity Plan in MD ($10M); by covered participants it is Chase Brexton Health Services, Inc. 403(b) Plan in MD (468 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

The Arc Montgomery County Tax Sheltered Annuity Plan (MD) $10M · 317
Early Childhood Development Co, LLC 403b DC Plan (GA) $10M · 173
Sherman College of Straight Chiropractic (SC) $10M · 103
Jacksonville Zoo Retirement Plan (FL) $10M · 340

Similar participant headcount

Nearest other-state filings by covered participants (468 participants); asset peers above are excluded.

Chase Brexton Health Services, Inc. 403(b) Plan (MD) 468 · 0 off
Jawonio, Inc. 403(b)Thrift Plan (NY) 468 · 0 off
Holy Cross Hospital Retirement Savings Plan (NM) 468 · 0 off
University of Dubuque Employees' 403(b) Plan (IA) 468 · 0 off

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 Judson 403(b) Plan assets move in 2023? ▼

Judson 403(b) Plan grew at a solid clip - up 14.5% during 2023, from $8M to $10M. Reported net income was $1M.

How have JUDSON plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), JUDSON's sponsor-wide assets grew 34.8%, from $8M to $11M.

Which Other plans are similar in size to Judson 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is The Arc Montgomery County Tax Sheltered Annuity Plan in MD ($10M, 317 participants).

Which Other plans cover a similar participant headcount to Judson 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Chase Brexton Health Services, Inc. 403(b) Plan in MD (468 participants, $23M 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 340714539.