401(k) · DOL Form 5500 · 2023
Jewish Home of Eastern Pennsyl 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $21,607
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania · Sponsored by Jewish Home of Eastern Pennsyl · Pennsylvania · Unclassified
$3M in assets, 155 participants
Jewish Home of Eastern Pennsyl's 403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania reported $3M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #29 in Unclassified (42 peers)
Coverage in Pennsylvania
403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania covers 155 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.
- #29
- in Unclassified (42 peers)
- -5.2%
- assets change YoY
The plan reported a net loss of $185K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania's mid-pack asset rank among Unclassified and all filers
403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,349,147 37th percentile higher than 37% 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
403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania 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. 403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania reported net income rose from -$431K in the plan year 2022 filing to -$185K in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania reported participants fell from 159 in the plan year 2022 filing to 155 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 240798701 · Jewish Home of Eastern Pennsyl PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania · $3M · 155 · 37th
- PART $3M
- TYPE 155
- NET 37th
- BOOK 401(k)
- VS-ST near Dealerbuilt 401(k) Plan
- BOY ind #29
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 Unclassified retirement plans → · Plans in Pennsylvania →
403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$185K |
| Employer EIN | 240798701 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish Home of Eastern Pennsyl)
Sponsor-wide plan assets over time
All Jewish Home of Eastern Pennsyl plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 34.06814823701579% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $4M |
| 2023 | 1 | 155 | $3M |
| 2024 | 1 | 187 | $2M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Dealerbuilt 401(k) Plan in MI ($3M); by covered participants it is Pacific Bath Company 401(k) Plan in OR (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Dealerbuilt 401(k) Plan (MI) $3M · 113
- Door Specialties, Inc. 401(k) Plan (NY) $3M · 19
- Ppfa Retirement Plan (AZ) $3M · 97
- Therm-O-Link, Inc. Employee Retirement Plan and Trust (OH) $3M · 88
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
- Pacific Bath Company 401(k) Plan (OR) 155 · 0 off
- New Mexican/Taos News 401(k) Plan (NM) 155 · 0 off
- Mayacama Golf Club, LLC 401(k) Profit Sharing Plan and Trust (CA) 155 · 0 off
- Ise Labs, Inc. 401(k) Plan (CA) 155 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.