Other · DOL Form 5500 · 2023
Public Health Management Corp. Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 534
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $43,310
- Avg per participant Low balance/head
Official DOL plan name: Phmc 403(b) Plan · Sponsored by Public Health Management Corp. · Pennsylvania · Healthcare & Social Assistance
$23M in assets, 534 participants
Public Health Management Corp.'s Phmc 403(b) Plan reported $23M in total assets and 534 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #13,993 in Healthcare & Social Assistance (17,684 peers)
Where Phmc 403(b) Plan sits by assets
Phmc 403(b) Plan sits in the top quartile of all filed plans by assets, $23M for 534 participants (~$43,310/participant), up 26.0% in 2023.
- #13,993
- in Healthcare & Social Assistance (17,684 peers)
- +26.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Phmc 403(b) Plan's outsized position by total assets
Phmc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,127,797 Top 25% higher than 75% 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
Phmc 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. Phmc 403(b) Plan sits mid-pack in the medium band (534 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Phmc 403(b) Plan reported net income rose from -$678K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Phmc 403(b) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Phmc 403(b) Plan reported participants fell from 540 in the plan year 2022 filing to 534 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 237221025 · Public Health Management Corp. PY 2023 · Other
Phmc 403(b) Plan · $23M · 534 · 75th
- EOY $23M
- EOY 534
- EOY 75th
- EOY Other
- EOY near Boyce Thompson Institute 403(b) Retirement Plan
- EOY ind #13993
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 →
Phmc 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $5M |
| Employer EIN | 237221025 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Public Health Management Corp.)
Sponsor-wide plan assets over time
All Public Health Management Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 28.936911655302914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,887 | $84M |
| 2023 | 2 | 1,842 | $97M |
| 2024 | 2 | 1,878 | $109M |
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
Phmc 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Boyce Thompson Institute 403(b) Retirement Plan in NY ($23M); by covered participants it is West Virginia University Research Corporation 403b Defined Contribution Plan in WV (534 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Boyce Thompson Institute 403(b) Retirement Plan (NY) $23M · 122
- Naeyc Retirement Plan (DC) $23M · 87
- Eversight 403(b) DC Plan (MI) $23M · 154
- Mainehealth Legacy 403(b) Retirement Plan (ME) $23M · 736
Similar participant headcount
Nearest other-state filings by covered participants (534 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.