Other · DOL Form 5500 · 2023

Jefferson-Clarion Head Start, Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
129
Participants Small participant base
46th
Percentile by assets National rank
$42,703
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. · Sponsored by Jefferson-Clarion Head Start, · Pennsylvania · Healthcare & Social Assistance

$6M in assets, 129 participants

Jefferson-Clarion Head Start,'s 403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. reported $6M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,955 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. covers 129 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#8,955
in Healthcare & Social Assistance (17,684 peers)
+18.2%
assets growth YoY

403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. vs every filed plan by assets

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

$5,508,635 46th percentile higher than 46% 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

403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. 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 of Jefferson-Clarion Head Start, Inc. sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. reported participants rose from 117 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251422530 · Jefferson-Clarion Head Start, PY 2023 · Other

403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. · $6M · 129 · 46th

  • ASSETS $6M
  • ASSETS 129
  • ASSETS 46th
  • ASSETS Other
  • ASSETS near Friendship Haven, Inc. Employees' Pension Plan
  • ASSETS ind #8955

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 →

403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. in the asset neighbourhood

403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc.403(b) Thrift Plan of Jeffer…$6MFriendship Haven, Inc. Employees' Pension PlanFriendship Haven, Inc. Emplo…$6M403(b) Delaware Guidance Services for Children & Youth, Inc.403(b) Delaware Guidance Ser…$6MScience Technology Corporation @ U N M Defined Contribution PlanScience Technology Corporati…$6MThe International Preschools 403(b)DC PlanThe International Preschools…$6M
End-of-year total assets ($M) among 403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$849K
Employer EIN251422530
Plan Effective Date1992-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson-Clarion Head Start,)

Sponsor-wide plan assets over time

All Jefferson-Clarion Head Start, plans reported in each filing year

Latest sponsor-wide plan assets
$6M 37.77549417735548% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.66M $6.42M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 117 $5M
2023 1 129 $6M
2024 1 131 $6M

Nearby Other Plans in Pennsylvania

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

403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc., Total assets ($B): 0.005508635 · Participants: 129403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc.The University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare 403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc.'s out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Friendship Haven, Inc. Employees' Pension Plan in IA ($6M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc. grew sharply - up 18.2% during 2023, from $5M to $6M. Reported net income was $849K.
How have Jefferson-Clarion Head Start, plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jefferson-Clarion Head Start,'s sponsor-wide assets grew 37.8%, from $5M to $6M.
Which Other plans are similar in size to 403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc.? ▼
Among Other plans in other states, the closest by assets is Friendship Haven, Inc. Employees' Pension Plan in IA ($6M, 347 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc.? ▼
Among Other plans in other states, the closest by covered participants is The Frederick Gunn School Defined Contribution Retirement Plan in CT (129 participants, $32M 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 251422530.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.