Other · DOL Form 5500 · 2023

Pennswood Village Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
354
Participants Below avg headcount
73rd
Percentile by assets National rank
$56,739
Avg per participant Low balance/head
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Official DOL plan name: Pennswood Village 403b Plan · Sponsored by Pennswood Village · Pennsylvania · Healthcare & Social Assistance

$20M in assets, 354 participants

Pennswood Village's Pennswood Village 403b Plan reported $20M in total assets and 354 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.

  • #13,628 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Pennswood Village 403b Plan covers 354 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.

#13,628
in Healthcare & Social Assistance (17,684 peers)
+13.2%
assets growth YoY

Pennswood Village 403b Plan's outsized position by total assets

Pennswood Village 403b Plan vs every filed plan by assets

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

$20,085,749 Top 27% higher than 73% 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

Pennswood Village 403b 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. Pennswood Village 403b Plan sits mid-pack in the medium band (354 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pennswood Village 403b Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pennswood Village 403b Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Pennswood Village 403b Plan reported participants fell from 377 in the plan year 2022 filing to 354 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232021541 · Pennswood Village PY 2023 · Other

Pennswood Village 403b Plan · $20M · 354 · 73rd

  • TYPE $20M
  • TYPE 354
  • TYPE 73rd
  • TYPE Other
  • TYPE near Jordan Valley Community Health Center Retirement Plan
  • TYPE ind #13628

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 →

Pennswood Village 403b Plan in the asset neighbourhood

Council for Advancement & Support of Education Tax Dreferred Annuity PlanCouncil for Advancement & Su…$20MPennswood Village 403b Plan$20MJordan Valley Community Health Center Retirement PlanJordan Valley Community Heal…$20MLife Enriching Communities 403b PlanLife Enriching Communities 4…$20MSection 403(b) Retirement Plan for Audubon Nature Institute, Inc.Section 403(b) Retirement Pl…$20M
End-of-year total assets ($M) among Pennswood Village 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN232021541
Plan Effective Date1980-06-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennswood Village)

Sponsor-wide plan assets over time

All Pennswood Village plans reported in each filing year

Latest sponsor-wide plan assets
$21M 17.283274084532046% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $17.7M $20.8M ▲ +17.3%
Year Plans Participants Total Assets
2022 1 377 $18M
2023 1 354 $20M
2024 1 392 $21M

Nearby Other Plans in Pennsylvania

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

Pennswood Village 403b Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Pennswood Village 403b Plan, Total assets ($B): 0.020085749 · Participants: 354Pennswood Village 403b 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
Pennswood Village 403b Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Pennswood Village 403b Plan side-by-side with 3 peers →

Pennswood Village 403b Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Jordan Valley Community Health Center Retirement Plan in MO ($20M); by covered participants it is Meeting Street Schools 403(b) Plan in SC (354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Pennswood Village 403b Plan assets move in 2023? ▼
Pennswood Village 403b Plan grew at a solid clip - up 13.2% during 2023, from $18M to $20M. Reported net income was $2M.
How have Pennswood Village plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennswood Village's sponsor-wide assets grew 17.3%, from $18M to $21M.
Which Other plans are similar in size to Pennswood Village 403b Plan? ▼
Among Other plans in other states, the closest by assets is Jordan Valley Community Health Center Retirement Plan in MO ($20M, 597 participants).
Which Other plans cover a similar participant headcount to Pennswood Village 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Meeting Street Schools 403(b) Plan in SC (354 participants, $8M 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 232021541.

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.