Other · DOL Form 5500 · 2023

Fellowship Health Resources, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
385
Participants Below avg headcount
51st
Percentile by assets National rank
$17,897
Avg per participant Low balance/head
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Official DOL plan name: Fellowship Health Resources, Inc. 403(b) Plan · Sponsored by Fellowship Health Resources, Inc. · Pennsylvania · Healthcare & Social Assistance

$7M in assets, 385 participants

Fellowship Health Resources, Inc.'s Fellowship Health Resources, Inc. 403(b) Plan reported $7M in total assets and 385 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,891 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Fellowship Health Resources, Inc. 403(b) Plan covers 385 participants in Pennsylvania, about 47% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.

#9,891
in Healthcare & Social Assistance (17,684 peers)
+19.5%
assets growth YoY

Fellowship Health Resources, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fellowship Health Resources, Inc. 403(b) Plan vs every filed plan by assets

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

$6,890,381 Top 49% higher than 51% 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

Fellowship Health Resources, Inc. 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. Fellowship Health Resources, Inc. 403(b) Plan sits mid-pack in the medium band (385 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fellowship Health Resources, Inc. 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Fellowship Health Resources, Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Fellowship Health Resources, Inc. 403(b) Plan reported participants fell from 402 in the plan year 2022 filing to 385 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 050373414 · Fellowship Health Resources, Inc. PY 2023 · Other

Fellowship Health Resources, Inc. 403(b) Plan · $7M · 385 · 51st

  • RANK $7M
  • RANK 385
  • RANK 51st
  • RANK Other
  • RANK near St. Josephs Villa 403(b) Plan
  • RANK ind #9891

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 →

Fellowship Health Resources, Inc. 403(b) Plan in the asset neighbourhood

T.a.S.C. Inc. Employee Retirement PlanT.a.S.C. Inc. Employee Retir…$7MFellowship Health Resources, Inc. 403(b) PlanFellowship Health Resources,…$7MSt. Josephs Villa 403(b) Plan$7MBrookwood School DC Plan$7MFriends of the High Line 403(b) PlanFriends of the High Line 403…$7M
End-of-year total assets ($M) among Fellowship Health Resources, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN050373414
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fellowship Health Resources, Inc.)

Sponsor-wide plan assets over time

All Fellowship Health Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 29.847650640617733% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.77M $7.49M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 402 $6M
2023 1 385 $7M
2024 1 355 $7M

Nearby Other Plans in Pennsylvania

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

Fellowship Health Resources, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Fellowship Health Resources, Inc. 403(b) Plan, Total assets ($B): 0.006890381 · Participants: 385Fellowship Health Resources, Inc. 403(b) 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
Fellowship Health Resources, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Fellowship Health Resources, Inc. 403(b) Plan side-by-side with 3 peers →

Fellowship Health Resources, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is St. Josephs Villa 403(b) Plan in VA ($7M); by covered participants it is Lindengrove, Inc. Tda Retirement Savings Plan in WI (385 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (385 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 Fellowship Health Resources, Inc. 403(b) Plan assets move in 2023? ▼
Fellowship Health Resources, Inc. 403(b) Plan grew sharply - up 19.5% during 2023, from $6M to $7M. Reported net income was $1M.
How have Fellowship Health Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fellowship Health Resources, Inc.'s sponsor-wide assets grew 29.8%, from $6M to $7M.
Which Other plans are similar in size to Fellowship Health Resources, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is St. Josephs Villa 403(b) Plan in VA ($7M, 264 participants).
Which Other plans cover a similar participant headcount to Fellowship Health Resources, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Lindengrove, Inc. Tda Retirement Savings Plan in WI (385 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 050373414.

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.