Other · DOL Form 5500 · 2023
Aria Health Retirement Plan
Data updated 2026-08-25
- $366M
- Total assets Above avg plan size
- 4,232
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $86,556
- Avg per participant Below avg balance/head
Official DOL plan name: Jefferson Health Northeast 403(b) Plan · Sponsored by Aria Health · Pennsylvania · Healthcare & Social Assistance
$366M in assets, 4,232 participants
Aria Health's Jefferson Health Northeast 403(b) Plan reported $366M in total assets and 4,232 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,143 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Jefferson Health Northeast 403(b) Plan covers 4,232 participants in Pennsylvania, 5.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $366M.
- #17,143
- in Healthcare & Social Assistance (17,684 peers)
- +23.0%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Jefferson Health Northeast 403(b) Plan's outsized position by total assets
Jefferson Health Northeast 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$366,302,904 Top 3% higher than 97% 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
Jefferson Health Northeast 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jefferson Health Northeast 403(b) Plan lands in the large band (4,232 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jefferson Health Northeast 403(b) Plan reported net income rose from -$32M in the plan year 2022 filing to $68M in the plan year 2023 filing.
- Jefferson Health Northeast 403(b) Plan end-of-year assets rose from $298M in the plan year 2022 filing to $366M in the plan year 2023 filing.
- Jefferson Health Northeast 403(b) Plan reported participants rose from 4,094 in the plan year 2022 filing to 4,232 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 230596940 · Aria Health PY 2023 · Other
Jefferson Health Northeast 403(b) Plan · $366M · 4,232 · 97th
- PHOTO $366M
- IND 4,232
- EOY 97th
- 5500 Other
- ASSETS near College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan
- PCT ind #17143
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 →
Jefferson Health Northeast 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $298M |
|---|---|
| Net Assets (End of Year) | $366M |
| Net Income | $68M |
| Employer EIN | 230596940 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aria Health)
Sponsor-wide plan assets over time
All Aria Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $428M 43.84490900955587% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,094 | $298M |
| 2023 | 1 | 4,232 | $366M |
| 2024 | 1 | 4,450 | $428M |
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
Jefferson Health Northeast 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan in MA ($366M); by covered participants it is Gbmc, Inc. Voluntary 403(b) Plan in MD (4,231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($366M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,232 participants); asset peers above are excluded.
- Gbmc, Inc. Voluntary 403(b) Plan (MD) 4,231 · 1 off
- Goodwill of Central and Southern Indiana Inc. Employee Retirement Savings Plan (IN) 4,269 · 37 off
- University Health 403(b) Plan (MO) 4,269 · 37 off
- Garnet Health Medical Center 403(b) Retirement Savings Plan (NY) 4,189 · 43 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.