Other · DOL Form 5500 · 2023

Visiting Nurse Association of Greater Philadelphia Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
183
Participants Below avg headcount
71st
Percentile by assets National rank
$102,198
Avg per participant Below avg balance/head
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Official DOL plan name: Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan · Sponsored by Visiting Nurse Association of Greater Philadelphia · Pennsylvania · Healthcare & Social Assistance

$19M in assets, 183 participants

Visiting Nurse Association of Greater Philadelphia's Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan reported $19M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,437 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan covers 183 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

#13,437
in Healthcare & Social Assistance (17,684 peers)
+11.2%
assets growth YoY

Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan's outsized position by total assets

Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan vs every filed plan by assets

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

$18,702,299 Top 29% higher than 71% 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

Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings 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. Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan reported participants fell from 215 in the plan year 2022 filing to 183 in the plan year 2023 filing.
  • Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232103781 · Visiting Nurse Association of Greater Philadelphia PY 2023 · Other

Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan · $19M · 183 · 71st

  • RANK $19M
  • RANK 183
  • RANK 71st
  • RANK Other
  • RANK near Wesleyan College Retirement Plan
  • RANK ind #13437

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 →

Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan in the asset neighbourhood

403(b) Thrift Plan for Community Action Project of Tulsa County, Inc.403(b) Thrift Plan for Commu…$19MIcahn Charter School Retirement Savings PlanIcahn Charter School Retirem…$19MVisiting Nurse Association of Greater Philadelphia Employee Retirement Savings PlanVisiting Nurse Association o…$19MWesleyan College Retirement PlanWesleyan College Retirement …$19MChristendom College 403(b) PlanChristendom College 403(b) P…$19M
End-of-year total assets ($M) among Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN232103781
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Visiting Nurse Association of Greater Philadelphia)

Sponsor-wide plan assets over time

All Visiting Nurse Association of Greater Philadelphia plans reported in each filing year

Latest sponsor-wide plan assets
$18M 5.90118958007768% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $16.8M $17.8M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 215 $17M
2023 1 183 $19M
2024 1 357 $18M

Nearby Other Plans in Pennsylvania

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

Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan, Total assets ($B): 0.018702299 · Participants: 183Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings 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
Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Wesleyan College Retirement Plan in GA ($19M); by covered participants it is Davis & Elkins College Defined Contribution Retirement Plan in WV (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan assets move in 2023?
Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan grew at a solid clip - up 11.2% during 2023, from $17M to $19M. Reported net income was $2M.
How have Visiting Nurse Association of Greater Philadelphia plan assets changed over time?
Across 3 plan years on file (2022-2024), Visiting Nurse Association of Greater Philadelphia's sponsor-wide assets grew 5.9%, from $17M to $18M.
Which Other plans are similar in size to Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Wesleyan College Retirement Plan in GA ($19M, 194 participants).
Which Other plans cover a similar participant headcount to Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Davis & Elkins College Defined Contribution Retirement Plan in WV (183 participants, $23M in assets).