Other · DOL Form 5500 · 2023

Gaudenzia, Inc. Retirement Plan

Data updated 2026-08-11

$17M
Total assets
996
Participants
70th
Percentile by assets
$17,344
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Gaudenzia 403b Plan · Sponsored by Gaudenzia, Inc. · Pennsylvania · Healthcare & Social Assistance

$17M in assets, 996 participants

Gaudenzia, Inc.'s Gaudenzia 403b Plan reported $17M in total assets and 996 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • 70th percentile by assets (of 127,072 plans)
  • #13,201 in Healthcare & Social Assistance (17,684 peers)

Gaudenzia, Inc. multi-year trail

Gaudenzia, Inc.'s plans moved +20.1% in assets from 2022 to 2024; this filing shows Gaudenzia 403b Plan at $17M / 996 participants.

$17M
total plan assets (2023 EOY)
996
covered participants
70th
percentile by assets (of 127,072 plans)
$17,344
avg assets per participant

Where Gaudenzia 403b Plan sits by total assets

Gaudenzia 403b Plan vs every filed plan by assets

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

$17,274,460 Top 30% higher than 70% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gaudenzia 403b Plan reported net income rose from -$5M in the plan year 2022 filing to $974K in the plan year 2023 filing.
  • Gaudenzia 403b Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Gaudenzia 403b Plan reported participants rose from 986 in the plan year 2022 filing to 996 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Gaudenzia, Inc. across 3 plan years on file

Across the 3 plan years Gaudenzia, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $20M, a gain of 20.1%, while reported participants moved from 986 to 1,040 (+5.5%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($16M).

Gaudenzia, Inc. multi-year asset trail

$15M$16M$17M$18M$19M$20M 202220232024 $16.3M $19.6M ▲ +20.1%
Total plan assets by year, all Gaudenzia, Inc. plans on file
Year Plans Participants Total Assets
2022 1 986 $16M
2023 1 996 $17M
2024 1 1,040 $20M

Gaudenzia, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$974K
Employer EIN231706895
Plan Effective Date1994-11-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Gaudenzia 403b Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Gaudenzia 403b Plan, Total assets ($B): 0.01727446 · Participants: 996Gaudenzia 403b PlanThe University of Pe…, Total assets ($B): 6.313953991 · Participants: 20979The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 3.057133387 · Participants: 41942The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Co…
Gaudenzia 403b Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Gaudenzia 403b Plan by total assets, not by location.

Frequently Asked Questions

How did Gaudenzia 403b Plan assets move in 2023?
Gaudenzia 403b Plan grew at a solid clip - up 6.0% during 2023, from $16M to $17M. Reported net income was $974K.
How have Gaudenzia, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Gaudenzia, Inc.'s sponsor-wide assets grew 20.1%, from $16M to $20M.
Which Other plans are similar in size to Gaudenzia 403b Plan?
Among Other plans in other states, the closest by assets is Bay Area Environmental Research Institute DC Plan in CA ($17M, 165 participants).

Multi-year trail

Ways to act on Gaudenzia 403b Plan's numbers.