Other · DOL Form 5500 · 2023
Upmc Jameson Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 390
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $53,694
- Avg per participant Low balance/head
Official DOL plan name: Jameson Health System, Inc. 403(b) Plan · Sponsored by Upmc Jameson Health System, Inc. · Pennsylvania · Healthcare & Social Assistance
$21M in assets, 390 participants
Upmc Jameson Health System, Inc.'s Jameson Health System, Inc. 403(b) Plan reported $21M in total assets and 390 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,743 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Jameson Health System, Inc. 403(b) Plan covers 390 participants in Pennsylvania, about 47% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.
- #13,743
- in Healthcare & Social Assistance (17,684 peers)
- +7.2%
- assets growth YoY
Jameson Health System, Inc. 403(b) Plan's outsized position by total assets
Jameson Health System, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,940,654 Top 27% higher than 73% 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
Jameson Health System, 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. Jameson Health System, Inc. 403(b) Plan sits mid-pack in the medium band (390 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jameson Health System, Inc. 403(b) Plan reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Jameson Health System, Inc. 403(b) Plan reported participants fell from 439 in the plan year 2022 filing to 390 in the plan year 2023 filing.
- Jameson Health System, Inc. 403(b) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 251536036 · Upmc Jameson Health System, Inc. PY 2023 · Other
Jameson Health System, Inc. 403(b) Plan · $21M · 390 · 73rd
- EBSA $21M
- EBSA 390
- EBSA 73rd
- EBSA Other
- EBSA near St. Anne's Episcopal School Defined Contribution Retirement Plan
- EBSA ind #13743
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 →
Jameson Health System, Inc. 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $1M |
| Employer EIN | 251536036 |
| Plan Effective Date | 2006-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upmc Jameson Health System, Inc.)
Sponsor-wide plan assets over time
All Upmc Jameson Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 5.32200250149341% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 439 | $20M |
| 2023 | 1 | 390 | $21M |
| 2024 | 1 | 274 | $21M |
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
Jameson Health System, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is St. Anne's Episcopal School Defined Contribution Retirement Plan in CO ($21M); by covered participants it is Museum of Fine Arts Defined Contribution Retirement Plan in MA (390 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- St. Anne's Episcopal School Defined Contribution Retirement Plan (CO) $21M · 97
- Zepf Center Retirement Savings Plan (OH) $21M · 463
- Alaska Pacific University Retirement Plan (AK) $21M · 113
- Faculty Student Association of State University College at Fredonia, New York, Inc. Retirement Plan (NY) $21M · 93
Similar participant headcount
Nearest other-state filings by covered participants (390 participants); asset peers above are excluded.
- Museum of Fine Arts Defined Contribution Retirement Plan (MA) 390 · 0 off
- Radias Health 403(b) Plan (MN) 390 · 0 off
- Mount St. Joseph University Defined Contribution Plan (OH) 390 · 0 off
- Glenwood Inc. 403(b) Plan (AL) 390 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.