Other · DOL Form 5500 · 2023

Gemma Services Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 431
Participants Below avg headcount: 68th
Percentile by assets National rank: $35,604
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Gemma Services 403b Plan · Sponsored by Gemma Services · Pennsylvania · Other Services

$15M in assets, 431 participants

Gemma Services's Gemma Services 403b Plan reported $15M in total assets and 431 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

#6,441 in Other Services (7,857 peers)

Gemma Services multi-year trail

Gemma Services's plans moved +39.2% in assets from 2022 to 2024; this filing shows Gemma Services 403b Plan at $15M / 431 participants.

#6,441
in Other Services (7,857 peers): +16.7%
assets growth YoY

Gemma Services 403b Plan's outsized position by total assets

Gemma Services 403b Plan vs every filed plan by assets

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

$15,345,524 Top 32% higher than 68% 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

Gemma Services 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. Gemma Services 403b Plan sits mid-pack in the medium band (431 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Gemma Services 403b Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Gemma Services 403b Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Gemma Services 403b Plan reported participants fell from 455 in the plan year 2022 filing to 431 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232310084 · Gemma Services PY 2023 · Other

Gemma Services 403b Plan · $15M · 431 · 68th

IND $15M
IND 431
IND 68th
IND Other
IND near Comprehensive Healthcare 403(b) Plan
IND ind #6441

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 Other Services retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among Gemma Services 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Gemma Services multi-year asset trail

Latest sponsor-wide plan assets: $18M 39.202085885381685% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	455	$13M
2023	1	431	$15M
2024	1	465	$18M

Gemma Services filing trail (2023)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$15M
Net Income	$2M
Employer EIN	232310084
Plan Effective Date	1995-12-27
Filing Status	FILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Gemma Services 403b Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

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

Compare Gemma Services 403b Plan side-by-side with 3 peers →

Gemma Services 403b Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Comprehensive Healthcare 403(b) Plan in WA ($15M); by covered participants it is Ccc Retirement Savings Plan in MO (431 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Comprehensive Healthcare 403(b) Plan (WA) $15M · 605
San Diego Foundation Section 403(b) Plan (CA) $15M · 90
Housing Works, Inc. 403(b) Tda Plan (NY) $15M · 280
Osceola Medical Center 403(b) Tax Deferred Annuity Plan (WI) $15M · 251

Similar participant headcount

Nearest other-state filings by covered participants (431 participants); asset peers above are excluded.

Ccc Retirement Savings Plan (MO) 431 · 0 off
The New England Center for Children, Inc. Tax Deferred Annuity Plan (MA) 430 · 1 off
Anti-Defamation League 403(b) Defined Contribution Plan (NY) 430 · 1 off
Northeast Kingdom Human Services, Inc. DC Plan (VT) 432 · 1 off

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 Gemma Services 403b Plan assets move in 2023? ▼

Gemma Services 403b Plan grew sharply - up 16.7% during 2023, from $13M to $15M. Reported net income was $2M.

How have Gemma Services plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Gemma Services's sponsor-wide assets grew 39.2%, from $13M to $18M.

Which Other plans are similar in size to Gemma Services 403b Plan? ▼

Among Other plans in other states, the closest by assets is Comprehensive Healthcare 403(b) Plan in WA ($15M, 605 participants).

Which Other plans cover a similar participant headcount to Gemma Services 403b Plan? ▼

Among Other plans in other states, the closest by covered participants is Ccc Retirement Savings Plan in MO (431 participants, $9M 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 232310084.