Other · DOL Form 5500 · 2023

Jessica & Friends Community Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
107
Participants Small participant base
24th
Percentile by assets National rank
$9,678
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jessica & Friends Retirement Plan · Sponsored by Jessica & Friends Community · Pennsylvania · Healthcare & Social Assistance

$1M in assets, 107 participants

Jessica & Friends Community's Jessica & Friends Retirement Plan reported $1M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,518 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Jessica & Friends Retirement Plan covers 107 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $1M.

#3,518
in Healthcare & Social Assistance (17,684 peers)
+36.4%
assets growth YoY

Jessica & Friends Retirement Plan among the smaller filed plans by assets

Jessica & Friends Retirement Plan vs every filed plan by assets

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

$1,035,561 24th percentile higher than 24% 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

Jessica & Friends 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. Jessica & Friends Retirement Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jessica & Friends Retirement Plan reported net income rose from -$113K in the plan year 2022 filing to $276K in the plan year 2023 filing.
  • Jessica & Friends Retirement Plan end-of-year assets rose from $759K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jessica & Friends Retirement Plan reported participants fell from 110 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232991619 · Jessica & Friends Community PY 2023 · Other

Jessica & Friends Retirement Plan · $1M · 107 · 24th

  • SCH $1M
  • EBSA 107
  • PART 24th
  • TYPE Other
  • NET near Bridges Btc, Inc. Matching Plan
  • BOOK ind #3518

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 →

Jessica & Friends Retirement Plan in the asset neighbourhood

Jessica & Friends Retirement PlanJessica & Friends Retirement…$1MBridges Btc, Inc. Matching PlanBridges Btc, Inc. Matching P…$1MOklahoma Foundation for Excellence Defined Benefit Contribution Retirement PlanOklahoma Foundation for Exce…$1MMid Bronx Senior Citizens Council 403(b) Plan 403(b) Ps PlanMid Bronx Senior Citizens Co…$1MVisiting Nurse Services of the Northwest 403(b) PlanVisiting Nurse Services of t…$1M
End-of-year total assets ($M) among Jessica & Friends Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$759K
Net Assets (End of Year)$1M
Net Income$276K
Employer EIN232991619
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jessica & Friends Community)

Sponsor-wide plan assets over time

All Jessica & Friends Community plans reported in each filing year

Latest sponsor-wide plan assets
$1M 90.46978752097266% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.76M $1.45M ▲ +90.8%
Year Plans Participants Total Assets
2022 1 110 $759K
2023 1 107 $1M
2024 1 150 $1M

Nearby Other Plans in Pennsylvania

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

Jessica & Friends Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Jessica & Friends Retirement Plan, Total assets ($B): 0.001035561 · Participants: 107Jessica & Friends 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
Jessica & Friends Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Jessica & Friends Retirement Plan side-by-side with 3 peers →

Jessica & Friends Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Bridges Btc, Inc. Matching Plan in FL ($1M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (107 participants). Same-state nearby plans are listed separately above.

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 Jessica & Friends Retirement Plan assets move in 2023? ▼
Jessica & Friends Retirement Plan surged - up 36.4% during 2023, from $759K to $1M. Reported net income was $276K.
How have Jessica & Friends Community plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jessica & Friends Community's sponsor-wide assets grew 90.5%, from $759K to $1M.
Where does Jessica & Friends Retirement Plan rank by assets among Form 5500 filers? ▼
Jessica & Friends Retirement Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Jessica & Friends Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bridges Btc, Inc. Matching Plan in FL ($1M, 75 participants).
Which Other plans cover a similar participant headcount to Jessica & Friends Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (107 participants, $7M 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 232991619.

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.