401(k) · DOL Form 5500 · 2023

Sarah a Reed Retirement Center 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
201
Participants Below avg headcount
36th
Percentile by assets National rank
$15,072
Avg per participant Low balance/head
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Official DOL plan name: The Sarah a. Reed Retirement Center 401(k) Savings Plan · Sponsored by Sarah a Reed Retirement Center · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 201 participants

Sarah a Reed Retirement Center's The Sarah a. Reed Retirement Center 401(k) Savings Plan reported $3M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,525 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

The Sarah a. Reed Retirement Center 401(k) Savings Plan covers 201 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#6,525
in Healthcare & Social Assistance (17,684 peers)
-9.9%
assets change YoY

The plan reported a net loss of $329K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Sarah a. Reed Retirement Center 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Sarah a. Reed Retirement Center 401(k) Savings Plan vs every filed plan by assets

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

$3,029,405 36th percentile higher than 36% 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

The Sarah a. Reed Retirement Center 401(k) Savings 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. The Sarah a. Reed Retirement Center 401(k) Savings Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Sarah a. Reed Retirement Center 401(k) Savings Plan reported net income rose from -$491K in the plan year 2022 filing to -$329K in the plan year 2023 filing.
  • The Sarah a. Reed Retirement Center 401(k) Savings Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Sarah a. Reed Retirement Center 401(k) Savings Plan reported participants rose from 186 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251215527 · Sarah a Reed Retirement Center PY 2023 · 401(k)

The Sarah a. Reed Retirement Center 401(k) Savings Plan · $3M · 201 · 36th

  • BOOK $3M
  • VS-ST 201
  • BOY 36th
  • SCH 401(k)
  • EBSA near Jay Williamson Do Retirement Plan
  • PART ind #6525

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 →

The Sarah a. Reed Retirement Center 401(k) Savings Plan in the asset neighbourhood

The Sarah a. Reed Retirement Center 401(k) Savings PlanThe Sarah a. Reed Retirement…$3MJay Williamson Do Retirement PlanJay Williamson Do Retirement…$3MBest Labor 401(k) Plan$3MPfg-St. Louis, LLC 401(k) PlanPfg-St. Louis, LLC 401(k) Pl…$3MCarey, Filter, White & Boland 401(k) PlanCarey, Filter, White & Bolan…$3M
End-of-year total assets ($M) among The Sarah a. Reed Retirement Center 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$329K
Employer EIN251215527
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sarah a Reed Retirement Center)

Sponsor-wide plan assets over time

All Sarah a Reed Retirement Center plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.976919969755684% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M 202220232024 $3.36M $2.99M ▼ -11.0%
Year Plans Participants Total Assets
2022 1 186 $3M
2023 1 201 $3M
2024 1 147 $3M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Sarah a. Reed Retirement Center 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Sarah a. Reed Retirement Center 401(k) Savings Plan, Total assets ($B): 0.003029405 · Participants: 201The Sarah a. Reed Retirement Center 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Sarah a. Reed Retirement Center 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

The Sarah a. Reed Retirement Center 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Jay Williamson Do Retirement Plan in OK ($3M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 The Sarah a. Reed Retirement Center 401(k) Savings Plan assets move in 2023?
The Sarah a. Reed Retirement Center 401(k) Savings Plan pulled back noticeably - down 9.9% during 2023, from $3M to $3M. Reported net income was -$329K.
How have Sarah a Reed Retirement Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Sarah a Reed Retirement Center's sponsor-wide assets declined 11.0%, from $3M to $3M.
Which 401(k) plans are similar in size to The Sarah a. Reed Retirement Center 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Jay Williamson Do Retirement Plan in OK ($3M, 10 participants).
Which 401(k) plans cover a similar participant headcount to The Sarah a. Reed Retirement Center 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 participants, N/A in assets).